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Starbucks
SBUX

Overview Fund Activity

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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.28B
2
Renaissance Technologies
Renaissance Technologies
New York
+$375M
3
Barclays
Barclays
United Kingdom
+$291M
4
Flossbach Von Storch
Flossbach Von Storch
Germany
+$258M
5
Amundi
Amundi
France
+$215M

Top Sellers

1
CIM
CCLA Investment Management
United Kingdom
-$104B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$2.38B
3
Bank of America
Bank of America
North Carolina
-$689M
4
Citadel Advisors
Citadel Advisors
Florida
-$385M
5
Two Sigma Investments
Two Sigma Investments
New York
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
2051
Destination Wealth Management
California
$237K +$7.58K +79 +3%
M1FG
2052
Mach-1 Financial Group
Arkansas
$237K – – –
RHJA
2053
Rice Hall James & Associates
California
$237K – – –
PCA
2054
Prosperity Capital Advisors
Ohio
$236K +$236K +2,460 New
YWS
2055
Yarger Wealth Strategies
Ohio
$236K +$4.7K +49 +2%
OCM
2056
Osterweis Capital Management
California
$235K – – –
MAM
2057
Meeder Asset Management
Ohio
$234K +$234K +2,442 New
MA
2058
MCF Advisors
Kentucky
$234K -$13.1K -136 -5%
CWP
2059
Concord Wealth Partners
Virginia
$234K -$553K -5,756 -70%
AC
2060
Allstate Corporation
Illinois
$233K -$132K -1,372 -36%
SP
2061
Systematic Portfolios
New York
$233K +$233K +2,423 New
AP
2062
Adero Partners
California
$233K +$233K +2,423 New
NCM
2063
Northwest Capital Management
Oregon
$231K -$9.22K -96 -4%
CSIA
2064
Charles Schwab Investment Advisory
California
$231K +$13.8K +144 +6%
KCM
2065
Kathmere Capital Management
Pennsylvania
$231K +$231K +2,402 New
IDBONY
2066
Israel Discount Bank of New York
New York
$230K -$19.2K -200 -8%
WCM
2067
Wedge Capital Management
North Carolina
$230K +$19.1K +199 +9%
FAG
2068
Financial Advisory Group
Texas
$230K +$960 +10 +0.4%
PWM
2069
PBMares Wealth Management
Virginia
$230K -$1.73K -18 -0.7%
AA
2070
AJ Advisors
Tennessee
$230K +$230K +2,397 New
TW
2071
TrinityPoint Wealth
Connecticut
$230K +$230K +2,396 New
BWM
2072
Baystate Wealth Management
Massachusetts
$229K -$20.8K -217 -8%
OFS
2073
OneAscent Financial Services
Alabama
$229K +$229K +2,386 New
FTC
2074
Farmers Trust Company
Ohio
$228K +$228K +2,378 New
RIP
2075
RAM Investment Partners
Washington
$228K +$16.2K +169 +8%
81 82
83
84 85