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Starbucks

2,445 hedge funds and large institutions have $80.7B invested in Starbucks in 2023 Q4 according to their latest regulatory filings, with 302 funds opening new positions, 966 increasing their positions, 940 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,445
Holders Change
+153
Holders Change %
+6.68%
% of All Funds
35.84%
Holding in Top 10
42
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+5%
% of All Funds
0.62%
New
302
Increased
966
Reduced
940
Closed
109
Calls
$2.05B
Puts
$1.9B
Net Calls
+$152M
Net Calls Change
-$68.4M
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
1976
Walden Wealth Partners
Ohio
$269K +$269K +2,798 New
IAG
1977
Investment Advisory Group
Massachusetts
$268K -$864 -9 -0.3%
HC
1978
Hendley & Co
Ohio
$267K +$960 +10 +0.4%
PAM
1979
Peak Asset Management
Colorado
$266K +$480 +5 +0.2%
OCPWS
1980
One Charles Private Wealth Services
Massachusetts
$265K
EW
1981
Enzi Wealth
Texas
$265K -$37.5K -399 -12%
GF
1982
Gries Financial
Ohio
$265K +$265K +2,762 New
SAM
1983
Secure Asset Management
Michigan
$265K -$46.8K -487 -15%
SOS
1984
Silver Oak Securities
Tennessee
$265K +$265K +2,757 New
IFPG
1985
Intrepid Financial Planning Group
Indiana
$264K
FIB
1986
First Interstate Bank
Montana
$264K -$39.5K -411 -13%
BDFN
1987
Bond & Devick Financial Network
Minnesota
$264K
PNC
1988
Park National Corp
Ohio
$262K -$9.6K -100 -4%
THWM
1989
Taylor Hoffman Wealth Management
Virginia
$262K
BHC
1990
Bowen Hanes & Co
Florida
$261K
CIC
1991
Chilton Investment Company
Connecticut
$261K
KA
1992
Klingman & Associates
New York
$261K +$3.46K +36 +1%
SC
1993
Sonen Capital
California
$261K +$7.01K +73 +3%
IA
1994
Insight Advisors
Pennsylvania
$261K -$19.2K -200 -7%
WC
1995
Waterloo Capital
Texas
$261K +$261K +2,717 New
MCP
1996
Mirador Capital Partners
California
$261K +$3.94K +41 +2%
FG
1997
Foster Group
Iowa
$260K
WCA
1998
Westover Capital Advisors
Delaware
$259K +$480 +5 +0.2%
CG
1999
CFO4Life Group
Texas
$259K +$35K +365 +16%
SCA
2000
Stuart Chaussee & Associates
California
$258K