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Starbucks

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
35.85%
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
Name Holding Trade Value Shares
Change
Shares
Change %
KWAG
2251
Kiely Wealth Advisory Group
North Carolina
$75.3K +$75.3K +813 New
TSWM
2252
Tyler-Stone Wealth Management
Ohio
$73.6K -$7.21K -75 -9%
DIP
2253
DT Investment Partners
Pennsylvania
$73.1K
CNBTD
2254
Citizens National Bank Trust Department
Mississippi
$72.5K -$480 -5 -0.7%
C
2255
Covestor
United Kingdom
$70K +$578 +6 +0.8%
TCG
2256
Transcendent Capital Group
Oklahoma
$68.3K +$68.3K +711 New
BC
2257
Barrett & Company
Rhode Island
$67.7K
HBW
2258
Hazlett, Burt & Watson
West Virginia
$67K -$5.87K -60 -8%
CCMI
2259
Creative Capital Management Investments
California
$66.7K -$2.98K -31 -4%
AWM
2260
Abound Wealth Management
Tennessee
$66.7K -$15.2K -158 -19%
RDFA
2261
Ritter Daniher Financial Advisory
Ohio
$66.5K
CCA
2262
Criterion Capital Advisors
Tennessee
$66.3K +$66.3K +690 New
DI
2263
DAGCO Inc
Ohio
$65.5K +$65.5K +682 New
DWS
2264
Dynamic Wealth Strategies
California
$65.5K +$65.5K +682 New
CWA
2265
Core Wealth Advisors
Florida
$65.4K +$43.3K +451 +196%
FFA
2266
Fairfield Financial Advisors
Massachusetts
$65.3K +$288 +3 +0.4%
MTIC
2267
Missouri Trust & Investment Company
Missouri
$63.8K -$58.8K -612 -48%
AAG
2268
Armstrong Advisory Group
Massachusetts
$63.8K +$1.44K +15 +2%
AIMA
2269
Ables Iannone Moore & Associates
Georgia
$63.8K +$63.8K +665 New
VAMG
2270
Voisard Asset Management Group
Michigan
$62.3K +$62.3K +649 New
OLVIG
2271
Oliver Lagore Vanvalin Investment Group
Michigan
$62.2K -$10.9K -113 -15%
AFWM
2272
Abich Financial Wealth Management
Virginia
$61.5K +$61.5K +641 New
CA
2273
Centerpoint Advisors
Massachusetts
$60K
KI
2274
Kapitalo Investimentos
Brazil
$59K +$20K +208 +51%
CSWM
2275
Cassady Schiller Wealth Management
Ohio
$59K +$9.11K +83 +18%