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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 %
PVM
1576
Palogic Value Management
Texas
$478K +$478K +4,818 New
GCP
1577
Gill Capital Partners
Colorado
$477K +$20.4K +206 +4%
SFG
1578
StrategIQ Financial Group
Indiana
$477K +$6.55K +66 +1%
WP
1579
Westmount Partners
California
$477K +$477K +4,810 New
PFP
1580
Paragon Financial Partners
California
$476K +$99 +1 +0%
SFG
1581
Sovereign Financial Group
Connecticut
$476K +$21.9K +221 +5%
WW
1582
Westshore Wealth
California
$475K -$2.08K -21 -0.4%
ODG
1583
O'Dell Group
Ohio
$470K +$893 +9 +0.2%
TIP
1584
Torray Investment Partners
Maryland
$467K – – –
PRS
1585
Pinkerton Retirement Specialists
Idaho
$465K +$465K +4,688 New
JSW
1586
Journey Strategic Wealth
New Jersey
$465K +$90.1K +908 +24%
NFC
1587
Northeast Financial Consultants
Connecticut
$465K +$198 +2 +0%
GS
1588
Gagnon Securities
New York
$463K -$11.9K -120 -3%
FFM
1589
Forum Financial Management
Illinois
$463K +$3.67K +37 +0.8%
HIM
1590
Hotaling Investment Management
Pennsylvania
$463K -$5.95K -60 -1%
REMPR
1591
Roof Eidam Maycock Peralta (REMP)
California
$461K – – –
AC
1592
Avestar Capital
New York
$461K +$148K +1,494 +47%
C
1593
CEDRUS
Colorado
$461K +$36.7K +370 +9%
EP
1594
EPIQ Partners
Minnesota
$460K -$11.3K -114 -2%
OL
1595
Optas LLC
Texas
$459K +$2.38K +24 +0.5%
FWTB
1596
First Western Trust Bank
Colorado
$459K -$2.08K -21 -0.5%
CWA
1597
Clarus Wealth Advisors
Arizona
$459K -$71.7K -676 -14%
KP
1598
Keel Point
Alabama
$459K -$9.92K -100 -2%
CM
1599
Castleark Management
Illinois
$458K – – –
ST
1600
Somerset Trust
Pennsylvania
$457K +$34.7K +350 +8%
62 63
64
65 66