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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 %
CFO
1351
Colony Family Offices
North Carolina
$754K – – –
RC
1352
Roundview Capital
New Jersey
$751K – – –
CWM
1353
Chemistry Wealth Management
New York
$749K -$2.98K -30 -0.4%
RFG
1354
Range Financial Group
Oregon
$749K +$503K +5,074 +205%
PFA
1355
Pathway Financial Advisers
Indiana
$747K +$747K +7,530 New
KF
1356
Krilogy Financial
Missouri
$743K +$111K +1,122 +18%
GFS
1357
GYL Financial Synergies
Connecticut
$742K -$13.9K -140 -2%
GCS
1358
Gordian Capital (Singapore)
Singapore
$740K +$591K +5,950 +397%
DFG
1359
Delta Financial Group
New Jersey
$740K +$740K +7,459 New
MPI
1360
Mairs & Power Inc
Minnesota
$734K -$85.3K -860 -10%
HCM
1361
Howland Capital Management
Massachusetts
$731K – – –
AWA
1362
Arkadios Wealth Advisors
Georgia
$729K -$32.2K -325 -4%
ACA
1363
Aptus Capital Advisors
Alabama
$729K -$41.4K -417 -5%
GJIC
1364
Gamble Jones Investment Counsel
California
$725K -$4.96K -50 -0.7%
AWA
1365
Alta Wealth Advisors
Massachusetts
$723K -$992 -10 -0.1%
SWA
1366
Stratos Wealth Advisors
Ohio
$720K -$20.7K -209 -3%
PAG
1367
Powers Advisory Group
Illinois
$719K +$3.08K +31 +0.4%
EW
1368
Evoke Wealth
California
$718K +$14.5K +146 +2%
V
1369
ViaWealth
Kansas
$716K +$716K +6,840 New
IP
1370
Interval Partners
New York
$714K +$714K +7,200 New
SRG
1371
SBB Research Group
Illinois
$712K +$3.57K +36 +0.5%
JWA
1372
JFS Wealth Advisors
Pennsylvania
$705K -$30.8K -310 -4%
GVAG
1373
Great Valley Advisor Group
Delaware
$704K -$95.1K -958 -12%
KCM
1374
KRS Capital Management
Michigan
$701K +$60.3K +608 +9%
DA
1375
Doliver Advisors
Texas
$700K -$8.43K -85 -1%
53 54
55
56 57