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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 %
PFGIA
1426
Patriot Financial Group Insurance Agency
Massachusetts
$651K -$36.9K -372 -5%
TA
1427
TFG Advisers
Michigan
$649K +$2.98K +30 +0.5%
AWM
1428
Aries Wealth Management
Maine
$648K – – –
GWS
1429
Glassman Wealth Services
Virginia
$646K -$3.77K -38 -0.6%
DLG
1430
Daniel L. Goodwin
$645K +$99.2K +1,000 +18%
MCM
1431
Manchester Capital Management
Vermont
$643K -$64.5K -650 -9%
FMLI
1432
Fukoku Mutual Life Insurance
Japan
$643K – – –
FBB
1433
Fulton Breakefield Broenniman
Maryland
$642K +$225K +2,267 +54%
SIA
1434
Soltis Investment Advisors
Utah
$640K +$2.28K +23 +0.4%
YDMI
1435
Y.D. More Investments
Israel
$635K +$635K +6,369 New
MS
1436
Maven Securities
Jersey
$633K -$605K -6,071 -49%
FIB
1437
First Interstate Bank
Montana
$633K -$5.26K -53 -0.8%
DAS
1438
Dynamic Advisor Solutions
Arizona
$629K -$59.1K -596 -9%
VI
1439
Versor Investments
New York
$629K -$110K -1,109 -15%
IAS
1440
Insigneo Advisory Services
Florida
$626K +$626K +6,306 New
AWAU
1441
Alliance Wealth Advisors (Utah)
Utah
$626K +$626K +6,308 New
TFGT
1442
TS Financial Group (TSFG)
Illinois
$625K -$7.54K -76 -1%
CCWM
1443
Cassaday & Co Wealth Management
Virginia
$622K +$622K +6,275 New
WFA
1444
Wellspring Financial Advisors
Ohio
$622K -$20K -202 -3%
GC
1445
Giverny Capital
Quebec, Canada
$621K – – –
PWAG
1446
Polaris Wealth Advisory Group
California
$621K -$957 -9 -0.2%
GPA
1447
Garrison Point Advisors
California
$621K -$9.92K -100 -2%
GC
1448
GFG Capital
Florida
$621K -$86.2K -869 -12%
PJSIMP
1449
P.J. Schmidt Investment Management (PJS)
Wisconsin
$621K -$98.3K -991 -14%
WAM
1450
Wolverine Asset Management
Illinois
$620K +$140K +1,415 +29%
56 57
58
59 60