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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 %
VIM
1226
VELA Investment Management
Ohio
$985K – – –
EFSCE
1227
Enterprise Financial Services Corp (EFSC)
Missouri
$984K – – –
GGI
1228
GPM Growth Investors
Michigan
$980K +$47.5K +479 +5%
CAM
1229
Cypress Asset Management
Texas
$977K -$39.2K -395 -4%
LOIP
1230
Live Oak Investment Partners
Texas
$972K – – –
LAM
1231
Lynch Asset Management
Pennsylvania
$972K -$278K -2,800 -22%
CFA
1232
CWS Financial Advisors
Michigan
$972K +$61K +558 +7%
TCM
1233
Tradewinds Capital Management
Washington
$971K +$30K +302 +3%
SFB
1234
STAR Financial Bank
Indiana
$969K +$969K +9,770 New
PP
1235
Patron Partners
Texas
$960K +$8.33K +84 +0.9%
ME
1236
McIlrath & Eck
Washington
$957K +$2.38K +24 +0.2%
DL
1237
DOHJ LLC
Washington
$956K -$39.5K -398 -4%
JAFL
1238
Jay A. Fishman Ltd
Michigan
$956K -$99.2K -1,000 -9%
PT
1239
Plimoth Trust
Massachusetts
$956K -$42.2K -425 -4%
B
1240
Bensler
Washington
$956K -$166K -1,673 -15%
SB
1241
Strategic Blueprint
Georgia
$953K -$63.4K -639 -6%
QI
1242
Qtron Investments
Massachusetts
$952K -$27.4K -276 -3%
WSFS
1243
Wilmington Savings Fund Society
Delaware
$951K -$22.8K -230 -2%
VWA
1244
V Wealth Advisors
Kansas
$947K -$8.63K -87 -0.9%
EWA
1245
Exencial Wealth Advisors
Oklahoma
$943K -$18.6M -187,527 -95%
AG
1246
Advocate Group
Minnesota
$942K -$596K -6,012 -39%
MG
1247
Mather Group
Illinois
$942K -$43.4K -438 -4%
FMB
1248
Field & Main Bank
Kentucky
$938K -$22.3K -225 -2%
FFBTD
1249
First Financial Bank - Trust Division
Ohio
$935K -$39K -393 -4%
GIM
1250
Grassi Investment Management
California
$926K -$9.92K -100 -1%
48 49
50
51 52