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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 %
AC
1326
Apella Capital
Connecticut
$791K +$277K +2,797 +54%
PFS
1327
Physicians Financial Services
North Carolina
$787K – – –
CI
1328
Cavalier Investments
Georgia
$784K -$50K -504 -6%
FIM
1329
Freedom Investment Management
Connecticut
$784K -$279K -2,809 -26%
QT
1330
Quantamental Technologies
New York
$784K +$784K +7,902 New
OIA
1331
Optimum Investment Advisors
Illinois
$783K -$2.98K -30 -0.4%
APA
1332
Astoria Portfolio Advisors
New York
$782K -$8.3K -79 -1%
EWA
1333
Encompass Wealth Advisors
Oregon
$780K -$19.8K -200 -2%
SP
1334
Symmetry Partners
Connecticut
$778K – – –
MGIA
1335
Moneta Group Investment Advisors
Missouri
$778K -$25.3K -232 -3%
BCA
1336
Bay Colony Advisors
Massachusetts
$776K -$13.1K -132 -2%
CRC
1337
Curi RMB Capital
Illinois
$773K +$27.2K +274 +4%
FFP
1338
FourThought Financial Partners
Florida
$767K +$767K +7,729 New
CF
1339
Centaurus Financial
California
$766K -$343K -3,455 -31%
HH
1340
HWG Holdings
Texas
$766K +$766K +7,721 New
CCM
1341
Chiron Capital Management
Florida
$766K -$29.8K -300 -4%
CWM
1342
C2C Wealth Management
Arizona
$765K -$32.7K -312 -4%
MIM
1343
Moseley Investment Management
Florida
$765K -$12.3K -124 -2%
SM
1344
STF Management
Texas
$760K +$760K +7,659 New
AAM
1345
Aureus Asset Management
Massachusetts
$759K -$77K -776 -9%
FPAS
1346
Focus Partners Advisor Solutions
Missouri
$758K -$317K -3,197 -30%
MCM
1347
Marathon Capital Management
Maryland
$757K +$10.6K +107 +1%
BIP
1348
Blueprint Investment Partners
North Carolina
$756K +$406K +4,095 +116%
CA
1349
Cambridge Advisors
Nebraska
$755K +$99 +1 +0%
HL
1350
HeadInvest LLC
Maine
$755K +$118K +1,188 +18%
52 53
54
55 56