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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 %
MMM
1401
Mendel Money Management
Illinois
$673K +$1.29K +13 +0.2%
JWM
1402
Jeppson Wealth Management
California
$673K -$25.9K -261 -4%
SIC
1403
Salem Investment Counselors
North Carolina
$672K +$71.9K +725 +12%
TYCC
1404
Texas Yale Capital Corp
Florida
$671K +$4.46K +45 +0.7%
RLIM
1405
Red Lighthouse Investment Management
New York
$671K +$671K +6,761 New
GIA
1406
GHP Investment Advisors
Colorado
$670K -$43K -433 -6%
ANTB
1407
AMG National Trust Bank
Colorado
$670K +$130K +1,309 +24%
CPA
1408
Cardiff Park Advisors
California
$670K +$198 +2 +0%
MWM
1409
Maltin Wealth Management
New Jersey
$667K -$46.4K -468 -7%
WP
1410
WealthSpring Partners
California
$662K +$99.6K +1,004 +18%
HKIM
1411
Hayek Kallen Investment Management
Alabama
$661K -$2.38K -24 -0.4%
AFT
1412
Alpha Family Trust
California
$660K +$660K +6,655 New
AC
1413
Abbrea Capital
California
$659K +$11.9K +120 +2%
OIM
1414
Orca Investment Management
Oregon
$659K -$1.59K -16 -0.2%
OA
1415
Oxbow Advisors
Texas
$658K -$168K -1,697 -20%
CCM
1416
CAAS Capital Management
New York
$657K -$622K -6,275 -49%
WKWM
1417
Walter & Keenan Wealth Management
Indiana
$657K +$198 +2 +0%
HCWM
1418
Harrison & Co Wealth Management
Virginia
$655K +$655K +6,607 New
BCM
1419
Blume Capital Management
California
$655K – – –
BCMO
1420
Buckingham Capital Management (Ohio)
Ohio
$652K -$22.3K -225 -3%
RWPA
1421
Richard W. Paul & Associates
Michigan
$652K +$652K +6,568 New
XF
1422
XML Financial
Maryland
$651K +$2.88K +29 +0.4%
BWM
1423
Bulltick Wealth Management
Florida
$651K -$617K -6,222 -49%
MBT
1424
Montecito Bank & Trust
California
$651K -$37.7K -380 -5%
LFA
1425
Legacy Financial Advisors
Kentucky
$651K +$129K +1,302 +25%
55 56
57
58 59