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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 %
LRIA
1551
Leonard Rickey Investment Advisors
Washington
$504K +$106K +1,073 +27%
GPI
1552
General Partner Inc
Pennsylvania
$504K +$504K +5,076 New
PSC
1553
Portman Square Capital
United Kingdom
$503K +$503K +5,072 New
WG
1554
Welch Group
Alabama
$503K +$23.7K +239 +5%
HGWM
1555
Horst & Graben Wealth Management
Oregon
$503K +$2.58K +26 +0.5%
HWMA
1556
Heritage Wealth Management (Arizona)
Arizona
$502K +$241K +2,434 +93%
SMC
1557
Smith, Moore & Co
Missouri
$500K -$2.28K -23 -0.5%
VCG
1558
Vantage Consulting Group
Virginia
$499K -$112K -1,125 -18%
SA
1559
Syntax Advisors
New York
$499K -$112K -1,125 -18%
CFG
1560
Cooper Financial Group
California
$498K +$94.7K +955 +23%
SWA
1561
Sutton Wealth Advisors
Florida
$497K +$1.98K +20 +0.4%
PB
1562
Pinnacle Bancorp
Nebraska
$497K +$13.5K +136 +3%
CQS
1563
Credential Qtrade Securities
$496K +$351K +3,542 +243%
PIA
1564
Perennial Investment Advisors
California
$496K +$9.72K +98 +2%
FMN
1565
Financial Management Network
California
$493K -$5.95K -57 -1%
SPWG
1566
Sage Private Wealth Group
Illinois
$493K +$992 +10 +0.2%
CBFP
1567
Cedar Brook Financial Partners
Ohio
$489K +$103K +1,034 +27%
NHC
1568
Nicholas Hoffman & Company
Georgia
$488K -$2.48K -25 -0.5%
MCM
1569
Monument Capital Management
Virginia
$486K -$48.9K -493 -9%
BFA
1570
BMS Financial Advisors
South Dakota
$484K -$53.6K -540 -10%
SC
1571
SouthState Corp
Florida
$482K +$41.9K +422 +10%
CNBTD
1572
Citizens National Bank Trust Department
Mississippi
$482K – – –
EW
1573
Enzi Wealth
Texas
$482K – – –
ZIG
1574
Zullo Investment Group
Pennsylvania
$480K +$7.84K +79 +2%
SCA
1575
Scott Capital Advisors
Oregon
$479K +$30.8K +311 +7%
61 62
63
64 65