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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 %
NERM
1451
New England Research & Management
Illinois
$620K – – –
NFA
1452
Northern Financial Advisors
Michigan
$618K +$618K +6,227 New
NAS
1453
Nicolet Advisory Services
Wisconsin
$618K +$56.7K +533 +10%
SSWM
1454
Strait & Sound Wealth Management
California
$616K +$616K +5,774 New
BFC
1455
Bedel Financial Consulting
Indiana
$615K +$3.97K +40 +0.6%
LCS
1456
Levin Capital Strategies
New York
$608K – – –
KWM
1457
Keebeck Wealth Management
Illinois
$605K +$5.65K +57 +0.9%
HCM
1458
Hall Capital Management
Rhode Island
$602K -$19.4K -196 -3%
BFG
1459
Berger Financial Group
Minnesota
$602K +$23.9K +241 +4%
BA
1460
Ballast Advisors
Minnesota
$601K +$10.6K +107 +2%
BOPW
1461
Brandywine Oak Private Wealth
Pennsylvania
$598K -$64.8K -653 -10%
ACL
1462
Applied Capital LLC
Florida
$598K +$598K +6,025 New
BEAM
1463
Baker Ellis Asset Management
Washington
$597K -$4.96K -50 -0.8%
WIM
1464
Westside Investment Management
California
$596K -$7.28K -156 -1%
AIA
1465
Alera Investment Advisors
Illinois
$596K +$3.87K +39 +0.7%
SWM
1466
Soundmark Wealth Management
Washington
$594K -$54.1K -545 -8%
EP
1467
Eudaimonia Partners
Tennessee
$590K +$15K +151 +3%
BAM
1468
Blueshift Asset Management
New Jersey
$589K -$1.45M -14,603 -71%
SGK
1469
Steigerwald Gordon & Koch
Virginia
$589K +$43K +433 +8%
RIA
1470
Realta Investment Advisors
Delaware
$588K +$30.1K +303 +5%
CC
1471
Centiva Capital
New York
$585K +$550K +5,548 +1,576%
JIP
1472
Jaffetilchin Investment Partners
Florida
$585K -$55.5K -559 -9%
STA
1473
Summit Trail Advisors
New York
$584K +$22.7K +229 +4%
PWPS
1474
Pinnacle Wealth Planning Services
Ohio
$583K -$40.3K -406 -6%
BC
1475
Belmont Capital
California
$583K – – –
57 58
59
60 61