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Starbucks
SBUX

Overview Fund Activity

2,359 hedge funds and large institutions have $84.3B invested in Starbucks in 2023 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 891 increasing their positions, 1,014 reducing their positions, and 98 closing their positions.

Holders
2,359
Holders Change
+35
Holders Change %
+1.51%
% 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
183
Increased
891
Reduced
1,014
Closed
98
Calls
$3.19B
Puts
$1.93B
Net Calls
+$1.27B
Net Calls Change
+$441M

Top Buyers

1
VCP
1
Varenne Capital Partners
France
$204M
2
Citadel Advisors
2
Citadel Advisors
Florida
$329M
3
M1FG
3
Mach-1 Financial Group
Arkansas
$157M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$201M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$128M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$256M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.26B
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$1.21B
4
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$158M
5
BCF
5
BLS Capital Fondsmaeglerselskab
Denmark
$153M
Name Market Value Shares Shares
Change 		Shares
Change %
PRS
2401
Pinkerton Retirement Specialists
Idaho
– – -4,688 Closed
BWG
2402
Beta Wealth Group
California
– – -4,300 Closed
PP
2403
Paloma Partners
Connecticut
– – -4,104 Closed
BC
2404
Bridgefront Capital
Texas
– – -3,808 Closed
RFWA
2405
RPg Family Wealth Advisory
Massachusetts
– – -3,602 Closed
WAM
2406
Wakefield Asset Management
Colorado
– – -3,549 Closed
SSG
2407
Summit Securities Group
New York
– – -3,500 Closed
CCA
2408
Childress Capital Advisors
Texas
– – -3,357 Closed
DCM
2409
Dupont Capital Management
Delaware
– – -3,233 Closed
GSC
2410
Ground Swell Capital
South Carolina
– – -3,186 Closed
RIG
2411
Renaissance Investment Group
Massachusetts
– – -3,023 Closed
Polen Capital Management
2412
Polen Capital Management
Florida
– – -3,009 Closed
AAMC
2413
Asset Allocation & Management Company
Illinois
– – -3,000 Closed
TF
2414
Trek Financial
Arizona
– – -2,981 Closed
WAS
2415
Wealth Advisory Solutions
Indiana
– – -2,926 Closed
CCS
2416
Concentric Capital Strategies
Connecticut
– – -2,794 Closed
CIA
2417
Capital Impact Advisors
Massachusetts
– – -2,748 Closed
MWA
2418
Monograph Wealth Advisors
California
– – -2,704 Closed
RIP
2419
RAM Investment Partners
Washington
– – -2,484 Closed
TWM
2420
Tanager Wealth Management
United Kingdom
– – -2,363 Closed
MTIM
2421
Marathon Trading Investment Management
Pennsylvania
– – -2,325 Closed
OCBCO
2422
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -2,322 Closed
MIAS
2423
Mason Investment Advisory Services
Virginia
– – -2,279 Closed
LFGH
2424
Lee Financial Group Hawaii
Hawaii
– – -2,173 Closed
EWA
2425
ERTS Wealth Advisors
Michigan
– – -2,136 Closed
95 96
97
98 99