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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 %
PWP
1126
Principle Wealth Partners
Connecticut
$1.2M – – –
WAP
1127
Wealthcare Advisory Partners
Pennsylvania
$1.2M +$441K +4,445 +58%
CCP
1128
Clough Capital Partners
Massachusetts
$1.2M +$1.2M +12,100 New
MHIC
1129
Marble Harbor Investment Counsel
Massachusetts
$1.2M – – –
DAM
1130
Doheny Asset Management
California
$1.2M -$29.9K -301 -2%
SFP
1131
Shepherd Financial Partners
Massachusetts
$1.2M +$7.84K +79 +0.7%
FMTC
1132
Farmers & Merchants Trust Company
California
$1.2M +$145K +1,465 +14%
P
1133
Pitcairn
Pennsylvania
$1.2M +$14.2K +143 +1%
KTC
1134
Kistler-Tiffany Companies
Pennsylvania
$1.19M -$24.2K -244 -2%
BCM
1135
Brasada Capital Management
Texas
$1.19M – – –
DDC
1136
DF Dent & Co
Maryland
$1.19M +$58.1K +586 +5%
KWS
1137
Keystone Wealth Services
California
$1.19M -$9.62K -97 -0.8%
MAWA
1138
Moss Adams Wealth Advisors
Washington
$1.19M +$1.19M +11,966 New
CWAG
1139
Compton Wealth Advisory Group
Virginia
$1.18M -$121K -1,215 -9%
TH
1140
TCTC Holdings
Texas
$1.18M +$73.5K +741 +7%
TPWA
1141
TRUE Private Wealth Advisors
Oregon
$1.18M -$113K -1,141 -9%
BMC
1142
Benin Management Corp
Connecticut
$1.18M – – –
AWM
1143
Avior Wealth Management
Nebraska
$1.18M -$9.72K -98 -0.8%
IBOK
1144
Independence Bank of Kentucky
Kentucky
$1.18M -$33.2K -335 -3%
DFC
1145
DB Fitzpatrick & Co
Idaho
$1.17M -$300K -3,020 -20%
CFMC
1146
Curbstone Financial Management Corp
New Hampshire
$1.17M +$4.96K +50 +0.4%
BCP
1147
Berkeley Capital Partners
Georgia
$1.16M -$198 -2 -0%
EWM
1148
Executive Wealth Management
Michigan
$1.16M +$1.07M +10,738 +1,140%
NP
1149
NorthRock Partners
Minnesota
$1.16M -$157K -1,578 -12%
WAS
1150
Winch Advisory Services
Wisconsin
$1.15M -$3.87K -39 -0.3%
44 45
46
47 48