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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 %
MA
1251
MKT Advisors
California
$926K +$5K +47 +0.5%
KAM
1252
Knightsbridge Asset Management
California
$925K +$1.19K +12 +0.1%
WA
1253
WP Advisors
California
$923K -$26.8K -270 -3%
SS
1254
Sunbelt Securities
Texas
$921K -$38.2K -385 -4%
BCM
1255
Brown Capital Management
Maryland
$920K -$7.74K -78 -0.8%
PTC
1256
Private Trust Company
Ohio
$918K +$19.5K +196 +2%
IWS
1257
Insight Wealth Strategies
California
$917K +$33.6K +339 +4%
WI
1258
Wintrust Investments
Illinois
$916K -$46.3K -467 -5%
BO
1259
Bank OZK
Arkansas
$912K -$213K -2,145 -19%
AFC
1260
AFT Forsyth & Company
Florida
$911K +$84.8K +855 +10%
WorldQuant Millennium Advisors
1261
WorldQuant Millennium Advisors
New York
$910K +$910K +9,173 New
MLL
1262
Moody Lynn & Lieberson
Massachusetts
$909K +$17.7K +179 +2%
FFWA
1263
FRG Family Wealth Advisors
Washington
$909K -$24.3K -245 -3%
WBCM
1264
Wilson & Boucher Capital Management
California
$908K – – –
RSWM
1265
Robertson Stephens Wealth Management
California
$907K -$114K -1,149 -11%
PHS
1266
Pekin Hardy Strauss
Illinois
$903K -$107K -1,083 -11%
KA
1267
Kovack Advisors
Florida
$902K -$112K -1,131 -11%
FIA
1268
Foundations Investment Advisors
Arizona
$900K +$263K +2,650 +41%
EM
1269
Excalibur Management
Massachusetts
$894K -$21.5K -217 -2%
SWM
1270
Salvus Wealth Management
New Jersey
$893K +$5.06K +51 +0.6%
RA
1271
RFG Advisory
Alabama
$887K -$12.8K -123 -1%
RCAG
1272
Rehmann Capital Advisory Group
Michigan
$879K +$31.9K +322 +4%
1IA
1273
1834 Investment Advisors
Wisconsin
$878K -$71K -716 -7%
LOAMS
1274
Lombard Odier Asset Management (Switzerland)
Switzerland
$873K +$595K +6,003 +214%
VCA
1275
Verdence Capital Advisors
Maryland
$873K -$735K -7,405 -46%
49 50
51
52 53