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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 %
VHAM
1501
Van Hulzen Asset Management
California
$552K +$13.3K +134 +2%
SAM
1502
Sompo Asset Management
Japan
$552K -$27.8K -280 -5%
CD
1503
Chapin Davis
Maryland
$551K +$551K +5,556 New
SAG
1504
SageView Advisory Group
California
$549K +$549K +5,538 New
GWANC
1505
Guardian Wealth Advisors (North Carolina)
North Carolina
$547K -$30.9K -311 -5%
TC
1506
Tacita Capital
Ontario, Canada
$547K – – –
AWS
1507
Aspen Wealth Strategies
Colorado
$547K +$547K +5,514 New
CSB
1508
City State Bank
Iowa
$546K -$14.9K -150 -3%
FFS
1509
Founders Financial Securities
Maryland
$545K -$83.1K -838 -13%
DLCIG
1510
D.L. Carlson Investment Group
New Hampshire
$545K -$30K -303 -5%
JFL
1511
Jarislowsky, Fraser Ltd
Quebec, Canada
$544K -$2.18K -22 -0.4%
SCG
1512
Sonata Capital Group
Washington
$544K – – –
PPW
1513
Parcion Private Wealth
Washington
$543K -$141K -1,419 -21%
HIMC
1514
Heritage Investors Management Corp
Maryland
$543K +$21.9K +221 +4%
RIA
1515
Regal Investment Advisors
Michigan
$542K -$25.1K -253 -4%
ST
1516
Spinnaker Trust
Maine
$541K – – –
VCM
1517
Virtue Capital Management
Tennessee
$541K +$8.73K +88 +2%
AW
1518
Alaethes Wealth
Nevada
$541K -$119K -1,202 -18%
TIA
1519
Tiemann Investment Advisors
California
$541K -$9.92K -100 -2%
ESCM
1520
Echo Street Capital Management
New York
$540K +$540K +5,443 New
DC
1521
DeDora Capital
California
$539K -$54.5K -549 -9%
SIC
1522
SFE Investment Counsel
California
$537K -$56.3K -540 -9%
CAM
1523
Cozad Asset Management
Illinois
$537K +$21.7K +219 +4%
PP
1524
Patten & Patten
Tennessee
$537K +$8.03K +81 +2%
FC
1525
Fulcrum Capital
Washington
$537K -$615K -6,199 -53%
59 60
61
62 63