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Starbucks

2,360 hedge funds and large institutions have $84.3B invested in Starbucks in 2023 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 891 increasing their positions, 1,014 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,360
Holders Change
+36
Holders Change %
+1.55%
% of All Funds
37.77%
Holding in Top 10
67
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
1.07%
New
184
Increased
891
Reduced
1,014
Closed
98
Calls
$3.19B
Puts
$1.93B
Net Calls
+$1.27B
Net Calls Change
+$441M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
1976
Wolff Wiese Magana
California
$251K +$417 +4 +0.2%
HTHT
1977
Hemenway Trust Hemenway Trust
New Hampshire
$250K -$7.5K -72 -3%
YIH
1978
Y-Intercept (HK)
Hong Kong
$250K +$250K +2,402 New
GCMG
1979
Gyroscope Capital Management Group
Florida
$250K +$250K +2,400 New
CG
1980
CFO4Life Group
Texas
$250K -$11.3K -109 -4%
MWA
1981
Martel Wealth Advisors
Washington
$250K +$250K +2,397 New
FAG
1982
Financial Advisory Group
Texas
$249K
NCM
1983
Northside Capital Management
Oregon
$249K +$10.7K +103 +5%
TA
1984
TFB Advisors
Kansas
$248K +$19.4K +186 +8%
SWM
1985
Sugarloaf Wealth Management
Georgia
$248K +$1.77K +17 +0.7%
YWS
1986
Yarger Wealth Strategies
Ohio
$248K +$1.15K +11 +0.5%
WPWM
1987
Western Pacific Wealth Management
Illinois
$248K +$9.89K +95 +4%
BAM
1988
Boyar Asset Management
New York
$247K
EFG
1989
Ethos Financial Group
Pennsylvania
$247K -$183K -1,756 -43%
CBTWT
1990
Community Bank & Trust (Waco, Texas)
Texas
$247K -$2.61K -25 -1%
VT
1991
Vise Technologies
New York
$246K +$32.4K +311 +15%
HWM
1992
Horizon Wealth Management
Illinois
$246K +$1.15K +11 +0.5%
EWA
1993
Evolution Wealth Advisors
Florida
$245K +$245K +2,356 New
PHAM
1994
Palisades Hudson Asset Management
Florida
$245K
FC
1995
Fusion Capital
South Carolina
$244K +$12.4K +119 +5%
MCP
1996
Mirador Capital Partners
California
$243K +$208 +2 +0.1%
WCM
1997
Wedge Capital Management
North Carolina
$243K +$10.8K +104 +5%
HA
1998
Herold Advisors
New York
$242K +$10.4K +100 +5%
CIP
1999
Convergence Investment Partners
Florida
$241K -$2.71K -26 -1%
OCM
2000
Osterweis Capital Management
California
$241K -$47.9K -460 -17%