SBUX icon

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 %
CFD
2176
Creative Financial Designs
Indiana
$188K -$27.7K -288 -13%
USB
2177
Union Savings Bank
Connecticut
$188K +$17.7K +184 +10%
HIIFS
2178
Harel Insurance Investments & Financial Services
Israel
$184K +$163K +1,700 +773%
SWM
2179
Sugarloaf Wealth Management
Georgia
$184K -$7.68K -80 -4%
FRA
2180
Front Row Advisors
California
$182K – – –
JFGIW
2181
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$182K +$7.78K +81 +4%
TSW
2182
Thompson Siegel & Walmsley
Virginia
$172K +$141K +1,470 +464%
BAM
2183
Byrne Asset Management
New Jersey
$171K -$22.4K -235 -12%
SAI
2184
Systematic Alpha Investments
New Jersey
$171K – – –
WOC
2185
West Oak Capital
California
$167K – – –
CT
2186
Clearstead Trust
Maine
$167K – – –
WWM
2187
Wolff Wiese Magana
California
$161K -$49K -511 -23%
NFA
2188
Northwest Financial Advisors
Virginia
$161K +$161K +1,672 New
GFPC
2189
Global Financial Private Client
Florida
$157K – – –
SCM
2190
Silvant Capital Management
Georgia
$154K – – –
LIA
2191
Luken Investment Analytics
Tennessee
$154K – – –
A
2192
AJOVista
Massachusetts
$152K +$152K +1,585 New
OPTFSNA
2193
Old Point Trust & Financial Services N A
Virginia
$151K +$151K +1,569 New
PIM
2194
Plato Investment Management
Australia
$150K +$150K +1,565 New
VCM
2195
Versant Capital Management
Arizona
$148K -$12.2K -127 -8%
SOW
2196
State of Wyoming
Wyoming
$144K +$57K +594 +66%
SWC
2197
Spectrum Wealth Counsel
Indiana
$140K +$140K +1,462 New
PWMG
2198
Private Wealth Management Group
New Jersey
$137K +$137K +1,432 New
EBA
2199
Eagle Bay Advisors
New York
$136K -$3.55K -37 -3%
CAS
2200
Coppell Advisory Solutions
Texas
$135K +$127K +1,325 +1,699%
86 87
88
89 90