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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
WWP
2051
WR Wealth Planners
Missouri
$199K +$4.11K +45 +2%
WPWM
2052
Western Pacific Wealth Management
Illinois
$198K
WSC
2053
Wellington Shields & Co
New York
$198K -$45.7K -501 -19%
CFG
2054
CKW Financial Group
Hawaii
$190K
SL
2055
Salomon & Ludwin
Virginia
$188K +$2.65K +29 +1%
DAL
2056
Delta Accumulation LLC
California
$188K +$1K +11 +0.5%
BAM
2057
Byrne Asset Management
New Jersey
$185K
PK
2058
Pflug Koory
Nebraska
$185K -$70.2K -769 -28%
MAM
2059
Marquette Asset Management
Minnesota
$184K
LWANC
2060
Laurel Wealth Advisors (North Carolina)
North Carolina
$183K +$1.1K +12 +0.6%
VSQM
2061
V-Square Quantitative Management
Illinois
$183K +$172K +1,886 +1,654%
SWM
2062
Sugarloaf Wealth Management
Georgia
$182K -$9.49K -104 -5%
CWM
2063
Compass Wealth Management
Connecticut
$178K
FRA
2064
Front Row Advisors
California
$173K
SWA
2065
Sutton Wealth Advisors
Florida
$169K +$2.56K +28 +2%
WOC
2066
West Oak Capital
California
$166K -$915 -10 -0.5%
JFGIW
2067
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$166K -$41.4K -454 -20%
SAI
2068
Systematic Alpha Investments
New Jersey
$162K
USB
2069
Union Savings Bank
Connecticut
$162K +$5.48K +60 +4%
CT
2070
Clearstead Trust
Maine
$159K
IHWM
2071
Iron Horse Wealth Management
Iowa
$155K +$1.73K +19 +1%
VCM
2072
Versant Capital Management
Arizona
$152K -$2.28K -25 -1%
GFPC
2073
Global Financial Private Client
Florida
$149K
SCM
2074
Silvant Capital Management
Georgia
$146K
LIA
2075
Luken Investment Analytics
Tennessee
$146K