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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 %
AI
526
Abanco Investors
Rhode Island
$6.64M – – –
ZIG
527
Zuckerman Investment Group
Illinois
$6.63M +$125K +1,263 +2%
FNBT
528
FineMark National Bank & Trust
Florida
$6.63M -$139K -1,400 -2%
CIA
529
Covington Investment Advisors
Pennsylvania
$6.61M +$74.9K +755 +1%
BAM
530
Bell Asset Management
Australia
$6.58M -$3.58M -36,130 -35%
RHDIC
531
R.H. Dinel Investment Counsel
California
$6.56M – – –
AM
532
AGF Management
Ontario, Canada
$6.55M +$6.55M +65,990 New
CSPIA
533
Cary Street Partners Investment Advisory
Virginia
$6.51M +$2.04M +20,517 +45%
RAM
534
Roanoke Asset Management
New Jersey
$6.5M -$289K -2,917 -4%
PI
535
PGGM Investments
Netherlands
$6.48M -$3.18M -32,010 -33%
MLICM
536
Metropolitan Life Insurance Company (MetLife)
New York
$6.45M -$204K -2,053 -3%
SAM
537
Shell Asset Management
Netherlands
$6.43M -$1.33M -13,398 -17%
BFIC
538
Bedell Frazier Investment Counselling
California
$6.41M -$150K -1,513 -2%
BWL
539
Bogart Wealth LLC
Virginia
$6.41M +$804K +8,107 +14%
NCM
540
Novare Capital Management
North Carolina
$6.4M +$81.2K +819 +1%
PMG
541
ProVise Management Group
Florida
$6.38M +$232K +2,334 +4%
EIA
542
Eastover Investment Advisors
North Carolina
$6.34M +$6.45K +65 +0.1%
MC
543
Maverick Capital
Texas
$6.33M +$6.33M +63,815 New
IIC
544
Ironwood Investment Counsel
Arizona
$6.31M +$222K +2,240 +4%
FT
545
Fiduciary Trust
Massachusetts
$6.31M -$20.6K -208 -0.3%
AIP
546
Ameritas Investment Partners
Nebraska
$6.3M -$218K -2,106 -3%
IWA
547
Icon Wealth Advisors
Texas
$6.29M +$161K +1,620 +3%
VAS
548
Vestmark Advisory Solutions
Massachusetts
$6.26M +$177K +1,781 +3%
TAF
549
Tredje AP-fonden
Sweden
$6.25M +$2.28M +22,946 +57%
PGIM
550
Pacific Global Investment Management
California
$6.24M -$624K -6,290 -9%
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