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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 %
PWM
901
Perigon Wealth Management
California
$2.29M +$317K +3,199 +16%
JCM
902
Jag Capital Management
Missouri
$2.28M +$18.2K +183 +0.8%
BAM
903
Belpointe Asset Management
Nevada
$2.27M +$144K +1,451 +7%
RMC
904
Resources Management Corp
Connecticut
$2.27M +$99.3K +1,001 +5%
VIA
905
Virtus Investment Advisers
Connecticut
$2.26M +$2.26M +22,820 New
SPFA
906
Summit Place Financial Advisors
New Jersey
$2.25M +$14.8K +149 +0.7%
AIM
907
Aigen Investment Management
New York
$2.25M +$2.25M +22,708 New
NFG
908
Nations Financial Group
Iowa
$2.24M +$287K +2,889 +15%
HT
909
HAP Trading
New York
$2.23M +$2.23M +22,489 New
ECAM
910
East Coast Asset Management
Massachusetts
$2.23M -$49.5K -499 -2%
AAM
911
Azzad Asset Management
Virginia
$2.21M -$1.88M -18,924 -46%
BDS
912
Banco de Sabadell
Florida
$2.21M -$107K -1,082 -5%
CIA
913
Cohen Investment Advisors
New Hampshire
$2.21M -$26.1K -263 -1%
LCM
914
Legato Capital Management
California
$2.2M +$2.2M +22,219 New
CA
915
CoreCap Advisors
Michigan
$2.2M +$1.76M +17,765 +404%
PP
916
Pacifica Partners
Canada
$2.2M -$40.3K -406 -2%
Koshinski Asset Management
917
Koshinski Asset Management
Illinois
$2.19M +$44.5K +449 +2%
MCM
918
MV Capital Management
Maryland
$2.19M +$23.6K +238 +1%
CCM
919
Chickasaw Capital Management
Tennessee
$2.19M -$136K -1,375 -6%
RP
920
Rowlandmiller & Partners
Georgia
$2.18M -$156K -1,550 -7%
FAM
921
Formidable Asset Management
Ohio
$2.18M -$53.5K -539 -2%
ONB
922
Old National Bancorp
Indiana
$2.18M -$146K -1,469 -6%
JPMIA
923
J.P. Marvel Investment Advisors
Massachusetts
$2.17M – – –
TCA
924
Trifecta Capital Advisors
Illinois
$2.17M +$2.17M +21,872 New
RIL
925
Rothschild Investment LLC
Illinois
$2.17M -$64K -645 -3%
35 36
37
38 39