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Starbucks

2,292 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 926 increasing their positions, 938 reducing their positions, and 149 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,292
Holders Change
-47
Holders Change %
-2.01%
% of All Funds
36.54%
Holding in Top 10
40
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.44%
% of All Funds
0.64%
New
130
Increased
926
Reduced
938
Closed
149
Calls
$1.89B
Puts
$1.67B
Net Calls
+$220M
Net Calls Change
+$187M
Name Holding Trade Value Shares
Change
Shares
Change %
TWD
2276
True Wealth Design
Ohio
$2.37K
RWM
2277
Ruedi Wealth Management
Illinois
$2.19K -$25K -274 -92%
MCM
2278
Magnolia Capital Management
New York
$2K
BFP
2279
Briaud Financial Planning
Texas
$2K +$2K +28 New
JMF
2280
Johnson Midwest Financial
Iowa
$1.83K
PWMG
2281
Provence Wealth Management Group
California
$1.55K +$1.55K +17 New
AA
2282
Addison Advisors
Vermont
$1.37K
NC
2283
NewSquare Capital
Pennsylvania
$1.1K -$13.7K -150 -93%
VF
2284
VitalStone Financial
Texas
$1K -$6.57K -46 -87%
WBC
2285
West Branch Capital
Massachusetts
$975
TWP
2286
TFO Wealth Partners
Ohio
$892 +$694 +7 +350%
KSWA
2287
Kathleen S. Wright Associates
Pennsylvania
$839
KHC
2288
Koesten Hirschmann & Crabtree
Kansas
$731
WA
2289
WestEnd Advisors
North Carolina
$639 +$639 +7 New
PPWM
2290
PFG Private Wealth Management
Florida
$460 +$460 +5 New
BCM
2291
Bourgeon Capital Management
Connecticut
$457 +$457 +5 New
MG
2292
MilWealth Group
Wisconsin
$274
DWMG
2293
DB Wealth Management Group
California
$91
Capital World Investors
2294
Capital World Investors
California
-$199M -2,013,113 Closed
VCP
2295
Varenne Capital Partners
France
-$136M -1,376,437 Closed
Marshall Wace
2296
Marshall Wace
United Kingdom
-$54.1M -545,690 Closed
Handelsbanken Fonder
2297
Handelsbanken Fonder
Sweden
-$42.3M -427,428 Closed
SSA
2298
Schonfeld Strategic Advisors
New York
-$39.6M -399,771 Closed
TC
2299
TwinBeech Capital
New York
-$30.2M -304,553 Closed
Optiver Holding
2300
Optiver Holding
Netherlands
-$23.9M -241,601 Closed