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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 %
HW
951
Hedeker Wealth
Illinois
$1.99M -$52.7K -531 -3%
GC
952
Guardian Capital
Ontario, Canada
$1.99M +$99.2K +1,000 +5%
DFA
953
Delta Financial Advisors
Louisiana
$1.98M +$992 +10 +0.1%
NPA
954
Nichols & Pratt Advisers
Massachusetts
$1.97M -$205K -2,065 -9%
AAIM
955
Asset Advisors Investment Management
Georgia
$1.97M +$362K +3,650 +23%
BP
956
Ballentine Partners
Massachusetts
$1.96M +$91.5K +922 +5%
TF
957
Threadgill Financial
Texas
$1.94M -$2.38K -24 -0.1%
GRP
958
Global Retirement Partners
California
$1.94M -$27.2K -274 -1%
DWT
959
Dorsey & Whitney Trust
South Dakota
$1.93M +$52K +523 +3%
HSA
960
HBK Sorce Advisory
Pennsylvania
$1.92M +$973K +9,810 +103%
HF
961
HRT Financial
New York
$1.92M +$1.92M +19,329 New
CCB
962
Country Club Bank
Missouri
$1.91M -$39.9K -402 -2%
SLI
963
Sumitomo Life Insurance
Japan
$1.9M -$38.9K -392 -2%
IWA
964
IBEX Wealth Advisors
New Jersey
$1.9M +$1.9M +19,127 New
FWP
965
FAS Wealth Partners
Kansas
$1.9M +$367K +3,698 +24%
BFA
966
Bill Few Associates
Pennsylvania
$1.89M +$275K +2,775 +17%
GP
967
Girard Partners
Pennsylvania
$1.89M -$61.3K -618 -3%
LT
968
Legacy Trust
Michigan
$1.88M +$1.88M +18,914 New
FI
969
Financial Insights
Washington
$1.88M +$241K +2,425 +15%
KCM
970
Kornitzer Capital Management
Kansas
$1.87M +$14.2K +143 +0.8%
ZCI
971
Zevenbergen Capital Investments
Washington
$1.86M +$17.4K +175 +0.9%
MGWM
972
Marks Group Wealth Management
Minnesota
$1.86M +$88.6K +893 +5%
GCA
973
Guardian Capital Advisors
Ontario, Canada
$1.85M +$149K +1,410 +9%
RCA
974
Resonant Capital Advisors
Wisconsin
$1.85M +$38.5K +388 +2%
AIM
975
Anchor Investment Management
South Carolina
$1.85M -$103K -1,041 -5%
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