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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 %
IWM
976
IHT Wealth Management
Illinois
$1.85M +$150K +1,513 +9%
RWM
977
Ritholtz Wealth Management
New York
$1.85M -$1.36M -13,736 -42%
DEA
978
DoubleLine ETF Adviser
Florida
$1.85M +$1.85M +18,607 New
LFP
979
Leeward Financial Partners
Washington
$1.84M -$12.1K -122 -0.7%
TCA
980
Transcend Capital Advisors
New Jersey
$1.84M -$242K -2,443 -12%
V
981
VeraBank
Texas
$1.84M -$19.8K -200 -1%
HCM
982
Harvey Capital Management
Florida
$1.82M – – –
FS
983
Ferguson Shapiro
Georgia
$1.81M +$46.9K +473 +3%
HA
984
Heartland Advisors
Wisconsin
$1.81M +$20.9K +211 +1%
CT
985
Chicago Trust
Illinois
$1.79M -$189K -1,902 -10%
PIA
986
Petredis Investment Advisors
Pennsylvania
$1.78M +$1.78M +17,989 New
SS
987
Simplicity Solutions
Minnesota
$1.78M -$298K -3,006 -14%
IWA
988
IVC Wealth Advisors
Pennsylvania
$1.78M -$6.05K -61 -0.3%
GIA
989
Gladstone Institutional Advisory
Florida
$1.77M -$69.5K -701 -4%
I
990
INVST
Indiana
$1.77M -$154K -1,409 -8%
LC
991
Lindbrook Capital
California
$1.76M +$83.6K +843 +5%
MWM
992
Merriman Wealth Management
Washington
$1.75M +$160K +1,608 +10%
KNW
993
Kesler Norman & Wride
Utah
$1.75M +$714K +7,199 +69%
FB
994
Fulton Bank
Pennsylvania
$1.75M +$25.6K +258 +1%
CFG
995
Citizens Financial Group
Rhode Island
$1.75M -$308K -3,108 -15%
RCIM
996
Red Cedar Investment Management
Michigan
$1.74M +$1.22M +12,301 +236%
OIS
997
Okabena Investment Services
Minnesota
$1.73M -$682K -9,152 -28%
CIAS
998
Capital Investment Advisory Services
North Carolina
$1.73M +$134K +1,350 +8%
GWCM
999
Godshalk Welsh Capital Management
Pennsylvania
$1.72M -$19.8K -200 -1%
CPIG
1000
Chicago Partners Investment Group
Illinois
$1.71M +$60.9K +570 +4%
38 39
40
41 42