SBUX icon

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 %
BWM
1476
Blossom Wealth Management
California
$582K +$1.98K +20 +0.3%
FHA
1477
Flagship Harbor Advisors
Massachusetts
$581K -$19.7K -199 -3%
RFN
1478
RDA Financial Network
Iowa
$579K -$10.5K -106 -2%
ALAM
1479
Asahi Life Asset Management
Japan
$579K +$282K +2,840 +95%
MSR
1480
Main Street Research
Connecticut
$579K +$11.7K +118 +2%
CBT
1481
CoreFirst Bank & Trust
Kansas
$577K -$2.28K -23 -0.4%
ECG
1482
Edge Capital Group
Georgia
$576K +$98.8K +996 +21%
MHS
1483
M Holdings Securities
Oregon
$575K -$47K -474 -8%
DWM
1484
Dorchester Wealth Management
Quebec, Canada
$575K -$48.1K -485 -8%
FMWA
1485
Forvis Mazars Wealth Advisors
Missouri
$573K +$29.8K +300 +5%
IPAM
1486
ICICI Prudential Asset Management
India
$572K +$154K +1,551 +37%
EP
1487
Edgestream Partners
New Jersey
$572K -$3.6M -36,304 -86%
BLC
1488
Brown, Lisle/Cummings
Rhode Island
$571K +$12.1K +122 +2%
SCM
1489
Stordahl Capital Management
Colorado
$570K – – –
SWRP
1490
Summit Wealth & Retirement Planning
California
$569K -$12.9K -130 -2%
AIA
1491
Avalon Investment & Advisory
Texas
$564K -$19.9K -201 -3%
SG
1492
StoneX Group
New York
$561K +$561K +5,656 New
HI
1493
Horizon Investments
North Carolina
$561K -$370K -3,749 -40%
AIA
1494
AIMZ Investment Advisors
California
$561K +$72.9K +735 +15%
MSFS
1495
Main Street Financial Solutions
Pennsylvania
$559K +$70.2K +708 +14%
HPM
1496
Hudson Portfolio Management
New York
$558K +$4.96K +50 +0.9%
RS
1497
Retirement Solution
Washington
$558K +$178K +1,795 +47%
WP
1498
Wedgewood Partners
Missouri
$555K -$1.96M -19,795 -78%
FCFS
1499
First Command Financial Services
Texas
$555K +$20.9K +211 +4%
FCB
1500
First Command Bank
Texas
$555K +$20.9K +211 +4%
58 59
60
61 62