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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 %
FVWA
2026
Foster Victor Wealth Advisors
South Carolina
$231K +$8.01K +77 +4%
GSIAS
2027
Garden State Investment Advisory Services
New Jersey
$231K -$28.2K -271 -11%
FNBOSM
2028
First National Bank of South Miami
Florida
$231K -$22.7K -218 -9%
FCA
2029
Fortis Capital Advisors
Kansas
$230K -$41.7K -400 -15%
MIM
2030
Morningstar Investment Management
Illinois
$230K
ATFA
2031
All Terrain Financial Advisors
Minnesota
$230K
TF
2032
TimeScale Financial
Massachusetts
$230K +$2.29K +22 +1%
BFC
2033
Blue Fin Capital
Rhode Island
$229K -$943 -9 -0.4%
OFW
2034
Omnia Family Wealth
Florida
$229K
AIP
2035
ARS Investment Partners
New York
$229K +$229K +2,196 New
ACS
2036
Archford Capital Strategies
Illinois
$227K +$227K +2,168 New
CW
2037
Cook Wealth
North Carolina
$227K +$227K +2,011 New
NFSG
2038
Newbridge Financial Services Group
Florida
$226K -$10K -96 -4%
DA
2039
Detalus Advisors
Missouri
$226K
FNC
2040
First National Corp
Massachusetts
$225K -$7.71K -74 -3%
ACM
2041
AUA Capital Management
Pennsylvania
$225K -$1.25K -12 -0.6%
WA
2042
Wealth Architects
California
$225K -$104 -1 -0%
UCIG
2043
Ulrich Consultants & Investment Group
New Mexico
$225K +$225K +2,162 New
RRA
2044
Round Rock Advisors
Connecticut
$224K +$7.81K +75 +4%
AA
2045
Advisory Alpha
Michigan
$224K +$9.58K +92 +4%
CFSG
2046
Clark Financial Services Group
Missouri
$224K
PCM
2047
Presidio Capital Management
California
$223K +$2.4K +23 +1%
CSPAM
2048
Cary Street Partners Asset Management
Virginia
$223K
SLG
2049
Stanley-Laman Group
Pennsylvania
$222K +$222K +2,130 New
CAWM
2050
Capital Advisors Wealth Management
Washington
$221K +$3.33K +32 +2%