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SBUX

Overview Fund Activity

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$451M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$246M
3
Two Sigma Investments
Two Sigma Investments
New York
+$216M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$147M
5
Squarepoint
Squarepoint
New York
+$117M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$410M
2
Bank of America
Bank of America
North Carolina
-$257M
3
Capital World Investors
Capital World Investors
California
-$199M
4
BlackRock
BlackRock
New York
-$184M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
2026
WealthShield Partners
North Carolina
$206K +$183 +2 +0.1%
CSIA
2027
Charles Schwab Investment Advisory
California
$206K +$9.13K +100 +5%
AGWCA
2028
Annis Gardner Whiting Capital Advisors
Florida
$206K +$206K +2,258 New
LHEI
2029
Leo H. Evart Inc
California
$205K +$91 +1 +0%
PWM
2030
Palumbo Wealth Management
New York
$205K +$205K +2,250 New
LFP
2031
Lakeshore Financial Planning
Michigan
$205K +$205K +2,246 New
BCAM
2032
Boston Common Asset Management
Massachusetts
$205K -$17.3K -190 -8%
CIP
2033
Convergence Investment Partners
Florida
$205K +$549 +6 +0.3%
CFD
2034
Creative Financial Designs
Indiana
$205K +$9.4K +103 +5%
NRWA
2035
North Ridge Wealth Advisors
Oregon
$203K – – –
JSW
2036
Journey Strategic Wealth
New Jersey
$203K – – –
WLPWM
2037
Walled Lake Planning & Wealth Management
Illinois
$203K +$91 +1 +0%
GWP
2038
Gateway Wealth Partners
Wisconsin
$203K +$203K +2,224 New
GA
2039
Goldstein Advisors
Wisconsin
$203K -$25.8K -283 -11%
CAWM
2040
Capital Advisors Wealth Management
Washington
$202K -$34.8K -381 -15%
ATFA
2041
All Terrain Financial Advisors
Minnesota
$202K – – –
RIP
2042
RAM Investment Partners
Washington
$201K +$201K +2,207 New
GAG
2043
GM Advisory Group
New York
$201K +$201K +2,203 New
WB
2044
Webster Bank
Connecticut
$201K – – –
WCM
2045
Wedge Capital Management
North Carolina
$201K +$1.64K +18 +0.8%
OFW
2046
Omnia Family Wealth
Florida
$201K – – –
ZIC
2047
ZWJ Investment Counsel
Georgia
$200K +$5.75K +63 +3%
TWM
2048
Triton Wealth Management
Arizona
$200K – – –
WWM
2049
Wolff Wiese Magana
California
$200K -$2.28K -25 -1%
CIA
2050
Cape Investment Advisory
Georgia
$200K +$25.4K +278 +15%
80 81
82
83 84