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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
BFA
2101
Brendel Financial Advisors
New Hampshire
$206K +$206K +1,978 New
WB
2102
Webster Bank
Connecticut
$206K
CIG
2103
Cascade Investment Group
Colorado
$206K +$206K +1,976 New
CAAS
2104
Capital Asset Advisory Services
Michigan
$206K -$21.7K -208 -10%
RFA
2105
Resurgent Financial Advisors
Georgia
$205K +$48.1K +462 +31%
IF
2106
Integrity Financial
Wyoming
$205K +$205K +1,964 New
WWG
2107
West Wealth Group
California
$204K -$12K -115 -6%
CWM
2108
Compass Wealth Management
Connecticut
$203K
FRA
2109
Front Row Advisors
California
$203K
MIH
2110
Meitav Investment House
Israel
$203K +$203K +1,761 New
MA
2111
Mezzasalma Advisors
New Jersey
$203K +$203K +1,946 New
B
2112
Bridgeworth
Alabama
$202K -$10.3K -99 -5%
KA
2113
KLCM Advisors
Wisconsin
$201K -$30K -288 -13%
UWPG
2114
Ullmann Wealth Partners Group
Florida
$201K +$201K +1,929 New
SWM
2115
Seed Wealth Management
Illinois
$201K +$201K +1,928 New
SFS
2116
Summit Financial Strategies
Ohio
$200K -$19.6K -188 -9%
AA
2117
AJ Advisors
Tennessee
$200K -$36.3K -349 -15%
HPCM
2118
Hunter Perkins Capital Management
Illinois
$200K +$200K +1,920 New
JJBC
2119
James J. Burns & Company
New York
$200K +$200K +1,929 New
VC
2120
Vestor Capital
Illinois
$196K -$14.7K -141 -7%
TCWA
2121
Ten Capital Wealth Advisors
Washington
$195K -$22K -211 -10%
PA
2122
PSI Advisors
Florida
$193K -$31.2K -300 -14%
WOC
2123
West Oak Capital
California
$190K
Parallax Volatility Advisers
2124
Parallax Volatility Advisers
California
$190K -$13.4M -128,214 -99%
CIA
2125
Cape Investment Advisory
Georgia
$189K +$189K +1,811 New