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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 %
MYIA
1001
Mount Yale Investment Advisors
Colorado
$1.71M -$169K -1,704 -9%
H
1002
HoyleCohen
California
$1.71M -$19K -192 -1%
AA
1003
Apriem Advisors
California
$1.71M +$15.6K +157 +0.9%
IC
1004
Inscription Capital
Texas
$1.69M -$463K -4,665 -21%
CCA
1005
Checchi Capital Advisers
California
$1.69M +$16.7K +168 +1%
MMG
1006
Monetary Management Group
Missouri
$1.68M -$223K -2,250 -12%
PCM
1007
Parsons Capital Management
Rhode Island
$1.68M -$27.8K -280 -2%
NAG
1008
Northstar Advisory Group
New Jersey
$1.67M +$144K +1,451 +9%
WJWM
1009
Williams Jones Wealth Management
New York
$1.65M +$368K +3,707 +29%
AFA
1010
Abacus FCF Advisors
Florida
$1.65M -$36.9K -372 -2%
MCCP
1011
Mission Creek Capital Partners
California
$1.64M -$28.3K -285 -2%
PA
1012
PFG Advisors
Arizona
$1.64M +$56.1K +566 +4%
DIA
1013
Dana Investment Advisors
Wisconsin
$1.62M -$11.4K -115 -0.7%
APP
1014
Avantax Planning Partners
Iowa
$1.62M +$33.4K +337 +2%
SDIC
1015
South Dakota Investment Council
South Dakota
$1.61M – – –
DBRC
1016
D.B. Root & Company
Pennsylvania
$1.61M -$1.49K -15 -0.1%
GIP
1017
Granite Investment Partners
California
$1.6M -$164K -1,652 -9%
VFA
1018
Voya Financial Advisors
Connecticut
$1.6M -$419K -4,203 -21%
CHP
1019
Cable Hill Partners
Oregon
$1.6M -$140K -1,409 -8%
EF
1020
Exeter Financial
Arizona
$1.6M -$92.2K -929 -5%
APWM
1021
Atlas Private Wealth Management
New York
$1.58M +$121K +1,223 +8%
USCWA
1022
U.S. Capital Wealth Advisors
Texas
$1.58M +$402K +4,057 +34%
OHWA
1023
Oak Hill Wealth Advisors
Virginia
$1.57M +$1.57M +15,863 New
BB
1024
Bell Bank
North Dakota
$1.57M -$30.6K -308 -2%
PIM
1025
Perpetual Investment Management
Australia
$1.56M – – –
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