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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 %
BSW
826
Buckingham Strategic Wealth
Missouri
$2.73M -$80.2K -808 -3%
BIM
827
Baldwin Investment Management
Pennsylvania
$2.71M +$74.4K +750 +3%
TAM
828
Tabor Asset Management
New York
$2.71M +$2.71M +27,282 New
SC
829
Savant Capital
Illinois
$2.7M -$50.9K -524 -2%
HDIM
830
Hanson & Doremus Investment Management
Vermont
$2.7M +$222K +2,235 +9%
MWM
831
Mission Wealth Management
California
$2.7M -$21.2K -214 -0.8%
VI
832
Vestcor Inc
New Brunswick, Canada
$2.7M +$19.5K +197 +0.7%
EWM
833
Empirical Wealth Management
Washington
$2.69M -$91.4K -921 -3%
TMAM
834
Tokio Marine Asset Management
Japan
$2.69M +$372K +3,752 +16%
TBA
835
Tower Bridge Advisors
Pennsylvania
$2.67M -$268K -2,700 -9%
AWM
836
Apollon Wealth Management
South Carolina
$2.66M +$26.8K +270 +1%
QCM
837
Quantinno Capital Management
New York
$2.66M +$386K +3,890 +17%
PWS
838
Peterson Wealth Services
Utah
$2.64M +$39.2K +395 +2%
CT
839
Coastline Trust
Rhode Island
$2.64M -$96.2K -970 -4%
PAM
840
Panagora Asset Management
Massachusetts
$2.64M -$61.4M -618,888 -96%
MF
841
Manchester Financial
California
$2.63M -$17.7K -178 -0.7%
ACA
842
Aspire Capital Advisors
Washington
$2.63M +$99 +1 +0%
PFP
843
Pinnacle Financial Partners
Tennessee
$2.63M +$74.7K +753 +3%
WA1
844
Wimmer Associates 1
California
$2.63M +$1.98K +20 +0.1%
CFGS
845
Concourse Financial Group Securities
Alabama
$2.63M +$177K +1,782 +7%
KGC
846
Kennon-Green & Company
Ohio
$2.6M +$2.6M +26,243 New
BHPW
847
Beverly Hills Private Wealth
California
$2.6M +$2.6M +26,181 New
RGI
848
River Global Investors
United Kingdom
$2.6M -$12.9K -130 -0.5%
IRAG
849
Investment Research & Advisory Group
Georgia
$2.59M +$1.59K +16 +0.1%
DCM
850
Donaldson Capital Management
Indiana
$2.59M +$3.37K +34 +0.1%
32 33
34
35 36