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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 %
IA
926
IFG Advisory
Georgia
$2.17M +$1.52M +15,290 +234%
CPSC
927
Carl P. Sherr & Co
Massachusetts
$2.16M +$22.9K +231 +1%
CT
928
Cambridge Trust
Massachusetts
$2.15M -$134K -1,346 -6%
AF
929
Arrow Financial
New York
$2.14M -$72.2K -728 -3%
FTDI
930
First Trust Direct Indexing
Massachusetts
$2.13M -$19.9K -201 -0.9%
MWM
931
Marion Wealth Management
Pennsylvania
$2.12M +$207K +2,089 +11%
WAM
932
Walker Asset Management
Missouri
$2.12M – – –
WC
933
Weil Company
California
$2.11M -$48.2K -486 -2%
VIA
934
Vident Investment Advisory
Georgia
$2.11M -$2.94M -29,609 -58%
LFG
935
Larson Financial Group
Missouri
$2.11M +$126K +1,272 +6%
AA
936
Auxano Advisors
Washington
$2.11M -$120K -1,207 -5%
AF
937
Allworth Financial
California
$2.1M -$5.06K -51 -0.2%
AMBIA
938
Allen Mooney & Barnes Investment Advisors
Georgia
$2.1M -$96K -968 -4%
QCG
939
Quadrant Capital Group
Ohio
$2.09M +$87.6K +883 +4%
BAMF
940
BI Asset Management Fondsmaeglerselskab
Denmark
$2.09M +$1.14M +11,532 +121%
TA
941
TKG Advisors
Indiana
$2.09M +$40.9K +412 +2%
LWM
942
Laidlaw Wealth Management
New York
$2.08M +$4.17K +42 +0.2%
CS
943
Cannell & Spears
New York
$2.08M +$44.6K +450 +2%
GFA
944
Gifford Fong Associates
California
$2.08M – – –
KIC
945
Kensington Investment Counsel
California
$2.08M +$31.8K +321 +2%
IIA
946
ICW Investment Advisors
Arizona
$2.07M -$32.8K -331 -2%
DGAM
947
Desjardins Global Asset Management
Quebec, Canada
$2.03M -$1.55M -15,627 -43%
SWM
948
Spire Wealth Management
Virginia
$2.02M +$264K +2,658 +15%
OC
949
Optimas Capital
Hong Kong
$2.01M -$12.5M -125,700 -86%
CA
950
Continuum Advisory
Idaho
$2.01M +$318K +3,205 +19%
36 37
38
39 40