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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 %
CAG
876
Csenge Advisory Group
Florida
$2.45M +$589K +5,942 +32%
SWM
877
Sculati Wealth Management
Michigan
$2.44M -$7.44K -75 -0.3%
LOAME
878
Lombard Odier Asset Management (Europe)
United Kingdom
$2.44M +$2.44M +24,595 New
PA
879
Probity Advisors
Texas
$2.43M -$94.5K -953 -4%
IB
880
Intrust Bank
Kansas
$2.43M +$171K +1,722 +8%
SCA
881
Stonebridge Capital Advisors
Minnesota
$2.43M -$75.8K -764 -3%
OAM
882
Oak Asset Management
California
$2.42M -$4.96K -50 -0.2%
WWM
883
Western Wealth Management
Colorado
$2.42M -$1.34M -13,497 -36%
AWE
884
Avidian Wealth Enterprises
Texas
$2.41M +$423K +4,266 +21%
MOS
885
MGO One Seven
Ohio
$2.39M -$45.9K -463 -2%
RPC
886
Rossmore Private Capital
Connecticut
$2.39M -$112K -1,126 -4%
QPWM
887
Quadrant Private Wealth Management
Pennsylvania
$2.39M +$2.39M +24,089 New
ADL
888
Asset Dedication LLC
California
$2.39M -$100K -1,013 -4%
RWP
889
Ridgecrest Wealth Partners
California
$2.38M +$2.98K +30 +0.1%
RPWA
890
Regent Peak Wealth Advisors
Georgia
$2.38M +$131K +1,316 +6%
DT
891
Diversified Trust
Tennessee
$2.37M +$953K +9,611 +67%
WDA
892
Wendell David Associates
New Hampshire
$2.36M -$52.1K -525 -2%
LA
893
Legacy Advisors
Pennsylvania
$2.35M +$395K +3,981 +20%
TC
894
Telemus Capital
Michigan
$2.34M -$52.7K -494 -2%
BFA
895
Buttonwood Financial Advisors
Maryland
$2.34M -$63.5K -640 -3%
KA
896
Kintegral Advisory
New York
$2.33M -$1.42M -14,349 -38%
NAMP
897
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.32M -$4.96K -50 -0.2%
FHB
898
First Hawaiian Bank
Hawaii
$2.31M +$1.15M +11,601 +99%
CAM
899
Covenant Asset Management
New Jersey
$2.29M +$1.64M +16,515 +251%
SA
900
Sicart Associates
New York
$2.29M +$6.94K +70 +0.3%
34 35
36
37 38