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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 %
WP
1201
WealthPLAN Partners
Nebraska
$1.04M +$1.04M +9,642 New
WAM
1202
Winslow Asset Management
Ohio
$1.04M -$19.7K -199 -2%
PBC
1203
Pavion Blue Capital
California
$1.04M – – –
BOSSRA
1204
B.O.S.S. Retirement Advisors
Utah
$1.04M +$1.04M +10,476 New
AIIMS
1205
Analyst IMS Investment Management Services
Israel
$1.04M +$17.5K +175 +2%
SJIM
1206
St. Johns Investment Management
Florida
$1.03M +$3.77K +38 +0.4%
SFG
1207
SevenBridge Financial Group
Pennsylvania
$1.03M +$5.36K +54 +0.5%
JWM
1208
Jessup Wealth Management
Ohio
$1.03M +$1.03M +10,369 New
CWP
1209
Capital Wealth Planning
Florida
$1.03M +$6.65K +67 +0.7%
NSB
1210
Norway Savings Bank
Maine
$1.03M +$43.8K +442 +4%
VA
1211
Valmark Advisers
Ohio
$1.02M +$89.6K +903 +10%
GL
1212
Graypoint LLC
New York
$1.02M +$7.24K +73 +0.7%
BWP
1213
BSW Wealth Partners
Colorado
$1.02M -$40.7K -410 -4%
S
1214
Seeyond
France
$1.02M +$143K +1,438 +16%
CPIA
1215
Cornell Pochily Investment Advisors
New York
$1.02M -$595 -6 -0.1%
NIM
1216
Northeast Investment Management
Massachusetts
$1.02M -$4.66K -47 -0.5%
SIM
1217
Sentry Investment Management
Wisconsin
$1.01M +$166K +1,673 +20%
SBIA
1218
Sheaff Brock Investment Advisors
Indiana
$1.01M +$2.68K +27 +0.3%
AMC
1219
Asset Management Corp
Illinois
$1.01M -$3.08K -31 -0.3%
EWM
1220
Endurance Wealth Management
Rhode Island
$997K -$84.8K -854 -8%
GWM
1221
Geneos Wealth Management
Colorado
$995K +$30.6K +308 +3%
DI
1222
DFPG Investments
Utah
$993K +$749K +7,044 +306%
MFC
1223
Mechanics Financial Corp
Ohio
$993K -$9.92K -100 -1%
HW
1224
Hancock Whitney
Mississippi
$990K -$4.07K -41 -0.4%
CHJWM
1225
Carlton Hofferkamp & Jenks Wealth Management
Texas
$987K +$8.18K +75 +0.8%
47 48
49
50 51