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SBUX

Overview Fund Activity

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

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$451M
2
Two Sigma Advisers
Two Sigma Advisers
New York
+$246M
3
Two Sigma Investments
Two Sigma Investments
New York
+$216M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$147M
5
Squarepoint
Squarepoint
New York
+$117M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$410M
2
Bank of America
Bank of America
North Carolina
-$257M
3
Capital World Investors
Capital World Investors
California
-$199M
4
BlackRock
BlackRock
New York
-$184M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
EB
2401
Exchange Bank
California
– -$206K -2,082 Closed
BCM
2402
Brookmont Capital Management
Texas
– -$205K -2,071 Closed
5SA
2403
5th Street Advisors
Connecticut
– -$204K -2,060 Closed
MPM
2404
Meritage Portfolio Management
Kansas
– -$204K -2,058 Closed
MWM
2405
Madison Wealth Management
Ohio
– -$204K -2,055 Closed
SIA
2406
Schear Investment Advisers
Ohio
– -$203K -2,054 Closed
MPIA
2407
Mountain Pacific Investment Advisers
Idaho
– -$203K -2,052 Closed
WC
2408
Whitney & Co
New York
– -$203K -2,050 Closed
CAM
2409
CPA Asset Management
Florida
– -$202K -2,043 Closed
DA
2410
Dover Advisors
Virginia
– -$201K -2,030 Closed
UWPG
2411
Ullmann Wealth Partners Group
Florida
– -$201K -2,025 Closed
CMBA
2412
C.M. Bidwell & Associates
Hawaii
– -$201K -2,025 Closed
JF
2413
JSF Financial
California
– -$200K -2,024 Closed
AA
2414
Advisory Alpha
Michigan
– -$200K -2,021 Closed
CAAS
2415
Capital Asset Advisory Services
Michigan
– -$204K -2,009 Closed
CW
2416
Cook Wealth
North Carolina
– -$202K -2,000 Closed
CWA
2417
Canvas Wealth Advisors
Kansas
– -$205K -1,990 Closed
OPTFSNA
2418
Old Point Trust & Financial Services N A
Virginia
– -$155K -1,569 Closed
RI
2419
Ridgewood Investments
New Jersey
– -$153K -1,544 Closed
PIAS
2420
PCA Investment Advisory Services
Ohio
– -$152K -1,534 Closed
HS
2421
Horan Securities
United States
– -$146K -1,470 Closed
CWA
2422
Clearview Wealth Advisors
Oregon
– -$144K -1,451 Closed
WAM
2423
Worth Asset Management
Texas
– -$130K -1,312 Closed
WTG
2424
West Tower Group
Virginia
– -$113K -1,142 Closed
CA
2425
Crewe Advisors
Utah
– -$111K -1,119 Closed
94 95 96
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98