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Starbucks
SBUX

Overview Fund Activity

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

Top Buyers

1
VCP
Varenne Capital Partners
France
+$204M
2
Citadel Advisors
Citadel Advisors
Florida
+$159M
3
M1FG
Mach-1 Financial Group
Arkansas
+$157M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$140M
5
Two Sigma Investments
Two Sigma Investments
New York
+$128M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$784M
2
Morgan Stanley
Morgan Stanley
New York
-$518M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$257M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$227M
5
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$215M
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
2076
Lantz Financial
Illinois
$213K -$21.2K -204 -9%
JF
2077
JSF Financial
California
$213K -$12.6K -121 -6%
CAM
2078
CPA Asset Management
Florida
$213K – – –
IAG
2079
Investmark Advisory Group
Connecticut
$213K +$625 +6 +0.3%
DAL
2080
Delta Accumulation LLC
California
$212K +$1.04K +10 +0.5%
FMI
2081
F/M Investments
District of Columbia
$212K +$212K +2,035 New
ZCM
2082
Ziegler Capital Management
Illinois
$212K -$11.6K -111 -5%
DA
2083
Dover Advisors
Virginia
$211K +$211K +2,030 New
BAM
2084
Byrne Asset Management
New Jersey
$211K +$2.08K +20 +1%
WPC
2085
White Pine Capital
Minnesota
$211K +$211K +2,024 New
WC
2086
Waterloo Capital
Texas
$211K +$211K +2,023 New
MAM
2087
Marquette Asset Management
Minnesota
$210K – – –
ACA
2088
Ascension Capital Advisors
Texas
$210K – – –
CBNLCF
2089
Cognios Beta Neutral Large Cap Fund
Kansas
$209K -$624K -6,133 -75%
CAM
2090
Crestone Asset Management
Colorado
$209K +$209K +2,011 New
LSC
2091
Lesa Sroufe & Co
Washington
$209K +$209K +2,007 New
SPIO
2092
Seven Post Investment Office
California
$209K +$209K +2,003 New
QP
2093
Quilter Plc
United Kingdom
$209K +$209K +210 New
MWM
2094
Madison Wealth Management
Ohio
$208K +$208K +2,001 New
DA
2095
DCF Advisers
Connecticut
$208K +$208K +2,000 New
ACM
2096
Advance Capital Management
Michigan
$208K +$208K +1,999 New
WJA
2097
Willis Johnson & Associates
Texas
$207K -$51.1K -491 -20%
LWANC
2098
Laurel Wealth Advisors (North Carolina)
North Carolina
$206K +$1.04K +10 +0.5%
EA
2099
Eudaimonia Advisors
Tennessee
$206K +$206K +1,980 New
CWMU
2100
Caliber Wealth Management (Utah)
Utah
$206K -$12.7K -122 -6%
82 83
84
85 86