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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 %
Group One Trading
601
Group One Trading
Illinois
$5.23M -$485K -4,892 -8%
Acadian Asset Management
602
Acadian Asset Management
Massachusetts
$5.23M +$4.42M +44,600 +549%
AA
603
Ancora Advisors
Ohio
$5.21M -$44.9K -453 -0.9%
BIA
604
Biondo Investment Advisors
Pennsylvania
$5.18M -$34.1K -344 -0.7%
First Eagle Investment Management
605
First Eagle Investment Management
New York
$5.14M -$15.4K -155 -0.3%
VRS
606
Virginia Retirement Systems
Virginia
$5.14M – – –
HAS
607
HBW Advisory Services
California
$5.11M -$73.6K -742 -1%
BA
608
Bristlecone Advisors
Washington
$5.1M +$81K +817 +2%
FCH
609
Freestone Capital Holdings
Washington
$5.08M -$502K -5,061 -9%
LNWWM
610
Laird Norton Wetherby Wealth Management
California
$5.08M +$6.35K +64 +0.1%
OCM
611
One Capital Management
California
$5.08M -$200K -2,021 -4%
TI
612
Tidal Investments
Wisconsin
$5.08M +$1.39M +13,993 +38%
BFW
613
Brady Family Wealth
Missouri
$5M +$5M +50,443 New
TCOK
614
Trust Company of Kansas
Kansas
$5M -$123K -1,237 -2%
FCT
615
Family Capital Trust
Massachusetts
$4.99M +$6.94K +70 +0.1%
PA
616
Perennial Advisors
New York
$4.98M -$155K -1,564 -3%
1WA
617
180 Wealth Advisors
Washington
$4.97M +$192K +1,765 +4%
RFC
618
Regions Financial Corp
Alabama
$4.94M +$42.6K +429 +0.9%
BTWM
619
Baker Tilly Wealth Management
Wisconsin
$4.93M +$651K +6,560 +15%
RMDI
620
R.M. Davis Inc
Maine
$4.91M -$89.7K -904 -2%
Kovitz Investment Group Partners
621
Kovitz Investment Group Partners
Illinois
$4.9M -$12.5K -126 -0.3%
GU
622
Georgetown University
District of Columbia
$4.9M +$25.9K +261 +0.5%
PWS
623
Peloton Wealth Strategists
Indiana
$4.89M -$48.1K -485 -1%
Millennium Management
624
Millennium Management
New York
$4.88M -$94.1M -948,316 -95%
SFO
625
Stokes Family Office
Louisiana
$4.88M -$51.9K -523 -1%
23 24
25
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