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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 %
CB
1526
Cadence Bank
Mississippi
$536K -$27.2K -274 -5%
CA
1527
Cornerstone Advisory
Maryland
$533K +$6.45K +65 +1%
SMH
1528
Sanders Morris Harris
Texas
$532K – – –
SEC
1529
Seven Eight Capital
New York
$531K -$190K -1,917 -26%
FWM
1530
Forza Wealth Management
Florida
$530K +$530K +5,338 New
RWM
1531
RBA Wealth Management
California
$528K – – –
MIC
1532
Meridian Investment Counsel
California
$526K +$526K +5,301 New
RCM
1533
Radnor Capital Management
Pennsylvania
$523K – – –
TSWM
1534
Triangle Securities Wealth Management
North Carolina
$523K -$3.97K -40 -0.8%
MWM
1535
Modera Wealth Management
New Jersey
$522K -$99 -1 -0%
PG
1536
Patten Group
Tennessee
$518K -$20.7K -209 -4%
NB
1537
Nicolet Bankshares
Wisconsin
$517K -$40.6K -409 -7%
WP
1538
WealthSource Partners
California
$517K -$21.5K -217 -4%
RI
1539
Ridgewood Investments
New Jersey
$516K -$65.5K -660 -11%
FHC
1540
First Heartland Consultants
Missouri
$513K +$15.1K +152 +3%
KWM
1541
Kolinsky Wealth Management
New Jersey
$513K -$82.1K -828 -14%
TWA
1542
TCI Wealth Advisors
Arizona
$512K +$91.7K +924 +22%
MKA
1543
M. Kulyk & Associates
Georgia
$511K -$49.6K -500 -9%
SIM
1544
Studio Investment Management
Illinois
$508K +$35.4K +357 +7%
GIM
1545
Groesbeck Investment Management
New Jersey
$508K +$4.96K +50 +1%
JLBC
1546
J.L. Bainbridge & Co
Florida
$508K – – –
RP
1547
Rice Partnership
Hawaii
$507K +$13.1K +132 +3%
FFA
1548
Farther Finance Advisors
California
$507K +$507K +5,109 New
HRC
1549
Hoertkorn Richard Charles
$506K -$2.98K -30 -0.6%
ETC
1550
Exchange Traded Concepts
Oklahoma
$506K -$149K -1,498 -23%
60 61
62
63 64