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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 %
TCM
1376
Traynor Capital Management
Pennsylvania
$699K -$107K -1,074 -13%
CWM
1377
Congress Wealth Management
Massachusetts
$698K +$19.3K +195 +3%
CCA
1378
Cobblestone Capital Advisors
New York
$698K -$6.94K -70 -1%
TFS
1379
Thoroughbred Financial Services
Tennessee
$695K -$2.08K -21 -0.3%
PAI
1380
Pittenger & Anderson Inc
Nebraska
$695K +$9.92K +100 +1%
RW
1381
Rede Wealth
Virginia
$694K +$1.59K +16 +0.2%
IWA
1382
Inspirion Wealth Advisors
Illinois
$693K – – –
AWM
1383
Aberdeen Wealth Management
Illinois
$693K +$239K +2,410 +53%
NB
1384
NBT Bank
New York
$690K – – –
LIM
1385
Loudon Investment Management
New Hampshire
$689K -$9.92K -100 -1%
DP
1386
DDD Partners
Washington
$688K +$7.94K +80 +1%
AIA
1387
Allied Investment Advisors
Montana
$688K – – –
FCBT
1388
First Citizens Bank & Trust
North Carolina
$687K -$22.6K -228 -3%
PPC
1389
Park Place Capital
Alabama
$687K +$687K +6,924 New
FC
1390
Forte Capital
New York
$686K -$28.9K -291 -4%
PF
1391
Parker Financial
Washington
$685K +$685K +6,909 New
PMFA
1392
Plante Moran Financial Advisors
Michigan
$682K +$212K +2,138 +45%
CP
1393
Capital Planning
Washington
$681K -$117K -1,180 -15%
PWMG
1394
Prestige Wealth Management Group
New Jersey
$680K +$444K +4,473 +187%
SW
1395
SlateStone Wealth
Florida
$679K -$20.3K -205 -3%
RSC
1396
Red Spruce Capital
Pennsylvania
$678K – – –
CI
1397
CX Institutional
Indiana
$677K +$82.9K +836 +14%
ACMA
1398
Arbor Capital Management (Alaska)
Alaska
$674K -$2.42K -24 -0.4%
WP
1399
WMS Partners
Maryland
$674K +$2.88K +29 +0.4%
ECM
1400
Ensemble Capital Management
California
$674K -$50.1K -505 -7%
54 55
56
57 58