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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 %
WA
1601
Waverly Advisors
Alabama
$455K -$694 -7 -0.2%
AIM
1602
Acropolis Investment Management
Missouri
$453K -$7.44K -75 -2%
SF
1603
Symphony Financial
Texas
$453K +$16.8K +161 +4%
VBCG
1604
Valley Brook Capital Group
Pennsylvania
$452K – – –
BEI
1605
Benjamin Edwards Inc
Missouri
$452K +$21.2K +214 +5%
KIA
1606
KLR Investment Advisors
Rhode Island
$451K +$451K +4,548 New
HH
1607
Hilltop Holdings
Texas
$450K +$112K +1,134 +33%
HCMG
1608
Howard Capital Management Group
California
$448K -$14.9K -150 -3%
IGWM
1609
ICA Group Wealth Management
Colorado
$447K -$443K -4,422 -50%
HI
1610
Human Investing
Oregon
$445K +$445K +4,484 New
LP
1611
LGL Partners
Pennsylvania
$443K -$306K -3,083 -41%
SFG
1612
SNS Financial Group
Minnesota
$443K +$15.4K +155 +4%
MFG
1613
Magnus Financial Group
New York
$442K -$3.67K -37 -0.8%
HCM
1614
Hengehold Capital Management
Ohio
$442K -$1.19K -12 -0.3%
WEG
1615
World Equity Group
Illinois
$441K +$6.65K +67 +2%
PCI
1616
Planning Center Inc
Illinois
$441K +$694 +7 +0.2%
FNT
1617
First National Trust
Pennsylvania
$439K +$496 +5 +0.1%
SFG
1618
Summit Financial Group
West Virginia
$438K -$12.4K -125 -3%
NCMW
1619
Northern Capital Management (Washington)
Washington
$438K – – –
CAP
1620
Columbia Advisory Partners
Washington
$438K -$893 -9 -0.2%
PWP
1621
Pursue Wealth Partners
California
$437K – – –
HCP
1622
Holt Capital Partners
Texas
$436K – – –
FAN
1623
Financial Advisors Network
California
$435K +$893 +9 +0.2%
ISL
1624
Ingalls & Snyder LLC
New York
$435K -$397 -4 -0.1%
CGH
1625
CMG Global Holdings
Texas
$435K -$2.58K -26 -0.6%
63 64
65
66 67