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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 %
IP
1276
Ignite Planners
California
$873K +$328K +3,008 +60%
BFO
1277
Boston Family Office
Massachusetts
$870K -$99.6K -1,004 -10%
CB
1278
Community Bank
New York
$868K -$19.1K -193 -2%
GLA
1279
Good Life Advisors
Pennsylvania
$868K +$10.4K +105 +1%
JWCA
1280
J.W. Cole Advisors
Florida
$866K -$127K -1,278 -13%
VCWA
1281
Vanguard Capital Wealth Advisors
Colorado
$863K – – –
PFWA
1282
Paces Ferry Wealth Advisors
Georgia
$861K -$1.09K -11 -0.1%
HWA
1283
Heritage Wealth Advisors
Virginia
$858K +$63.9K +644 +8%
CA
1284
Clearstead Advisors
Ohio
$858K -$128K -1,286 -13%
SCM
1285
Schnieders Capital Management
California
$856K +$856K +8,633 New
GDP
1286
Great Diamond Partners
Maine
$853K +$19.9K +201 +2%
CRI
1287
Colonial River Investments
Virginia
$851K -$3.87K -39 -0.5%
AIM
1288
Alhambra Investment Management
Florida
$848K +$8.13K +82 +1%
TBC
1289
Ted Buchan & Co
California
$846K +$846K +8,530 New
CCA
1290
Cravens & Co Advisors
Tennessee
$844K +$844K +8,510 New
MYLI
1291
Meiji Yasuda Life Insurance
Japan
$844K – – –
HBT
1292
Heartland Bank & Trust
Illinois
$843K -$9.33K -94 -1%
SSWM
1293
Sheets Smith Wealth Management
North Carolina
$841K +$10.7K +108 +1%
ST
1294
Smithfield Trust
Pennsylvania
$838K – – –
AC
1295
AlphaCore Capital
California
$837K +$105K +1,057 +14%
MW
1296
Marcum Wealth
Ohio
$832K +$40.6K +409 +5%
TWM
1297
TriaGen Wealth Management
California
$832K -$4.96K -50 -0.6%
HCM
1298
Hollencrest Capital Management
California
$832K -$5.95K -60 -0.7%
KMWM
1299
Keudell/Morrison Wealth Management
Oregon
$831K -$68.9K -695 -8%
MP
1300
McDonald Partners
Ohio
$831K -$4.76K -48 -0.6%
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