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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 %
IHL
1301
Investment House LLC
California
$828K +$5.95K +60 +0.7%
IWA
1302
Intercontinental Wealth Advisors
Texas
$827K -$6.94K -70 -0.8%
BFM
1303
Boothbay Fund Management
New York
$826K -$286K -2,885 -26%
HPC
1304
HM Payson & Co
Maine
$825K -$3.37K -34 -0.4%
SICM
1305
Sustainable Insight Capital Management
New York
$823K -$1.05M -10,546 -56%
PFA
1306
Pure Financial Advisors
California
$820K +$66.2K +667 +9%
TFA
1307
Triad Financial Advisors
North Carolina
$817K -$101K -1,019 -11%
SFS
1308
Stiles Financial Services
Minnesota
$816K -$2.78K -28 -0.3%
FCA
1309
FLC Capital Advisors
California
$815K -$1.79K -18 -0.2%
OCG
1310
Opus Capital Group
Ohio
$814K +$72.9K +735 +10%
IAS
1311
IMA Advisory Services
Colorado
$814K +$2.48K +25 +0.3%
JIC
1312
Joel Isaacson & Co
New York
$814K +$118K +1,193 +17%
CBNLCF
1313
Cognios Beta Neutral Large Cap Fund
Kansas
$813K +$813K +8,193 New
WAG
1314
Winthrop Advisory Group
Massachusetts
$808K +$77.9K +785 +11%
KC
1315
Knuff & Co
California
$807K +$31.6K +319 +4%
CL
1316
Choreo LLC
Illinois
$807K -$98.5K -993 -11%
LHC
1317
Little House Capital
Massachusetts
$805K +$490K +4,943 +156%
ACM
1318
Argent Capital Management
Missouri
$799K -$12.2M -123,395 -94%
SIC
1319
Sterling Investment Counsel
New York
$799K -$109K -1,095 -12%
SCI
1320
Stableford Capital II
Arizona
$794K +$794K +7,581 New
RPCONE
1321
Retirement Planning Company of New England
Rhode Island
$794K -$1.09K -11 -0.1%
CSC
1322
Caldwell Sutter Capital
California
$793K +$793K +7,997 New
PO
1323
Private Ocean
California
$791K -$150K -1,514 -16%
SIG
1324
Sargent Investment Group
Maryland
$791K – – –
LA
1325
LVW Advisors
New York
$791K -$43.1K -434 -5%
51 52
53
54 55