SBUX icon

Starbucks
SBUX

Overview Fund Activity

2,324 hedge funds and large institutions have $83.1B invested in Starbucks in 2022 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 836 increasing their positions, 933 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,324
Holders Change
+171
Holders Change %
+7.94%
% of All Funds
37.5%
Holding in Top 10
67
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+17.54%
% of All Funds
1.08%
New
307
Increased
836
Reduced
933
Closed
94
Calls
$3.05B
Puts
$2.22B
Net Calls
+$825M
Net Calls Change
+$108M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$838M
2
CSA
Cottage Street Advisors
Massachusetts
+$469M
3
Bank of America
Bank of America
North Carolina
+$349M
4
BlackRock
BlackRock
New York
+$257M
5
Amundi
Amundi
France
+$203M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$850M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$427M
3
Jane Street
Jane Street
New York
-$336M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$235M
5
AWA
Arete Wealth Advisors
Illinois
-$172M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCWS
501
McKinley Carter Wealth Services
West Virginia
$7.03M +$109K +1,099 +2%
VWA
502
Visionary Wealth Advisors
Illinois
$7.02M +$369K +3,720 +6%
CCMINC
503
Cardinal Capital Management Inc (North Carolina)
North Carolina
$7M -$40.8K -411 -0.6%
LNC
504
Lincoln National Corp
Pennsylvania
$6.99M +$922K +9,292 +15%
SAM
505
SP Asset Management
California
$6.98M +$37.1K +374 +0.5%
AAMA
506
Advanced Asset Management Advisors
Ohio
$6.94M – – –
LRIC
507
Long Road Investment Counsel
Michigan
$6.94M -$19.8K -200 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
508
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.9M +$3.54M +35,731 +106%
BCPWM
509
Bradley & Co Private Wealth Management
Florida
$6.89M +$117K +1,184 +2%
KWILP
510
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.88M +$6.88M +69,376 New
SIG
511
Stonegate Investment Group
Alabama
$6.88M +$6.39M +64,440 +1,310%
CS
512
Comerica Securities
Michigan
$6.87M -$108K -1,089 -2%
B
513
Bailard
California
$6.87M -$207K -2,088 -3%
NL
514
NWAM LLC
Washington
$6.83M +$232K +2,338 +4%
VPI
515
Value Partners Investments
Manitoba, Canada
$6.83M -$776K -7,817 -10%
CGPCS
516
Capital Group Private Client Services
California
$6.79M +$188K +1,893 +3%
BFA
517
Bragg Financial Advisors
North Carolina
$6.77M +$258K +2,603 +4%
CCFCSB
518
Cape Cod Five Cents Savings Bank
Massachusetts
$6.77M -$760K -7,662 -10%
HT
519
HighTower Trust
Texas
$6.74M +$4.73K +48 +0.1%
BRWA
520
B. Riley Wealth Advisors
Florida
$6.74M -$19.2K -194 -0.3%
MWM
521
Marietta Wealth Management
Georgia
$6.73M -$87.6K -883 -1%
CTA
522
Chesley Taft & Associates
Illinois
$6.73M -$11.6K -117 -0.2%
TPCM
523
Templeton & Phillips Capital Management
Tennessee
$6.72M +$6.72M +67,790 New
PA
524
Profund Advisors
Maryland
$6.69M -$286K -2,887 -4%
SF
525
Synovus Financial
Georgia
$6.66M -$94K -948 -1%
19 20
21
22 23