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Starbucks

2,339 hedge funds and large institutions have $81B invested in Starbucks in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 921 increasing their positions, 984 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-21
Holders Change %
-0.89%
% of All Funds
36.89%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.65%
New
137
Increased
921
Reduced
984
Closed
141
Calls
$2.03B
Puts
$1.99B
Net Calls
+$32.7M
Net Calls Change
-$1.23B
Name Holding Trade Value Shares
Change
Shares
Change %
NRS
1976
Neville Rodie & Shaw
New York
$241K
GJCM
1977
Grand Jean Capital Management
California
$241K +$198 +2 +0.1%
BC
1978
Brookfield Corp
Ontario, Canada
$240K -$275K -2,774 -53%
CCA
1979
Cora Capital Advisors
New Jersey
$240K -$26.7K -270 -10%
TFF
1980
The Family Firm
Maryland
$239K -$17.4K -176 -7%
SLWA
1981
San Luis Wealth Advisors
California
$239K -$40.9K -413 -15%
BW
1982
BIP Wealth
Georgia
$239K -$15.4K -155 -6%
YWS
1983
Yarger Wealth Strategies
Ohio
$239K +$3.07K +31 +1%
HCA
1984
Harbour Capital Advisors
Virginia
$239K -$3.17K -32 -1%
MWA
1985
Martel Wealth Advisors
Washington
$238K +$793 +8 +0.3%
TFP
1986
Tilia Fiduciary Partners
North Carolina
$237K -$4.06K -41 -2%
BWP
1987
Balboa Wealth Partners
Arizona
$237K -$31.3K -316 -12%
FAG
1988
Financial Advisory Group
Texas
$237K
LS
1989
Leelyn Smith
Illinois
$236K -$3M -30,259 -93%
PWP
1990
Phillips Wealth Planners
Mississippi
$236K +$236K +2,383 New
CBTWT
1991
Community Bank & Trust (Waco, Texas)
Texas
$235K
HWM
1992
Horizon Wealth Management
Illinois
$235K +$892 +9 +0.4%
BAM
1993
Boyar Asset Management
New York
$234K -$991 -10 -0.4%
PHAM
1994
Palisades Hudson Asset Management
Florida
$233K
MCP
1995
Mirador Capital Partners
California
$231K -$693 -7 -0.3%
CIG
1996
Cascade Investment Group
Colorado
$230K +$34.7K +350 +18%
HA
1997
Herold Advisors
New York
$230K +$99 +1 +0%
LA
1998
LexAurum Advisors
Kansas
$230K -$10.5K -106 -4%
RAG
1999
RIA Advisory Group
Iowa
$229K +$229K +2,310 New
LSA
2000
Lion Street Advisors
Texas
$229K +$229K +2,157 New