SBUX icon

Starbucks
SBUX

Overview Fund Activity

2,339 hedge funds and large institutions have $81B invested in Starbucks in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 921 increasing their positions, 984 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,339
Holders Change
-21
Holders Change %
-0.89%
% of All Funds
36.89%
Holding in Top 10
41
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-38.81%
% of All Funds
0.65%
New
137
Increased
921
Reduced
984
Closed
141
Calls
$2.03B
Puts
$1.99B
Net Calls
+$32.7M
Net Calls Change
-$1.23B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$571M
2
BlackRock
BlackRock
New York
+$355M
3
Barclays
Barclays
United Kingdom
+$320M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$216M
5
CWP
Capital Wealth Planning
Florida
+$163M

Top Sellers

1
OIAM
OFI Invest Asset Management
France
-$747M
2
Citadel Advisors
Citadel Advisors
Florida
-$307M
3
Bank of America
Bank of America
North Carolina
-$243M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$235M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
-$206M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
2076
Brookmont Capital Management
Texas
$205K +$198 +2 +0.1%
CWA
2077
Canvas Wealth Advisors
Kansas
$205K -$60.1K -585 -23%
CAAS
2078
Capital Asset Advisory Services
Michigan
$204K +$3.56K +35 +2%
5SA
2079
5th Street Advisors
Connecticut
$204K +$204K +2,060 New
MPM
2080
Meritage Portfolio Management
Kansas
$204K +$297 +3 +0.1%
MWM
2081
Madison Wealth Management
Ohio
$204K +$5.35K +54 +3%
SIA
2082
Schear Investment Advisers
Ohio
$203K +$203K +2,054 New
MPIA
2083
Mountain Pacific Investment Advisers
Idaho
$203K +$203K +2,052 New
WC
2084
Whitney & Co
New York
$203K +$203K +2,050 New
DAL
2085
Delta Accumulation LLC
California
$203K +$991 +10 +0.5%
CAM
2086
CPA Asset Management
Florida
$202K – – –
TWM
2087
Triton Wealth Management
Arizona
$202K +$202K +1,944 New
SL
2088
Salomon & Ludwin
Virginia
$202K +$202K +2,035 New
CW
2089
Cook Wealth
North Carolina
$202K -$1.11K -11 -0.5%
DA
2090
Dover Advisors
Virginia
$201K – – –
BAM
2091
Byrne Asset Management
New Jersey
$201K – – –
PWM
2092
Prosperity Wealth Management
California
$201K +$201K +2,029 New
UWPG
2093
Ullmann Wealth Partners Group
Florida
$201K +$9.51K +96 +5%
CMBA
2094
C.M. Bidwell & Associates
Hawaii
$201K -$4.26K -43 -2%
JF
2095
JSF Financial
California
$200K -$1.98K -20 -1%
AA
2096
Advisory Alpha
Michigan
$200K -$13K -131 -6%
BI
2097
Bramshill Investments
Florida
$200K +$200K +2,020 New
MAM
2098
Marquette Asset Management
Minnesota
$200K – – –
LWANC
2099
Laurel Wealth Advisors (North Carolina)
North Carolina
$197K +$990 +10 +0.5%
CWM
2100
Compass Wealth Management
Connecticut
$193K – – –
82 83
84
85 86