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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 %
BS
1626
Bessemer Securities
New York
$434K +$79.5K +800 +22%
OWP
1627
Obermeyer Wealth Partners
Colorado
$430K +$26.5K +267 +7%
NSAM
1628
North Star Asset Management
Wisconsin
$430K -$105K -1,058 -20%
EWA
1629
EverSource Wealth Advisors
Alabama
$429K +$187K +1,882 +77%
SP
1630
Successful Portfolios
Florida
$429K +$32K +323 +8%
WFI
1631
West Family Investments
California
$428K – – –
HWM
1632
Hohimer Wealth Management
Washington
$428K +$1.09K +11 +0.3%
BWG
1633
Beta Wealth Group
California
$427K +$29.8K +300 +8%
JSL
1634
JT Stratford LLC
Georgia
$426K +$39K +393 +10%
CWS
1635
Cypress Wealth Services
California
$426K +$13.4K +135 +3%
IIC
1636
Integrated Investment Consultants
Michigan
$422K +$38.6K +389 +10%
DJSG
1637
D.J. St. Germain
Massachusetts
$422K +$185K +4,332 +78%
CP
1638
Covenant Partners
Tennessee
$421K +$20.1K +203 +5%
ZF
1639
Zhang Financial
Michigan
$419K -$31.3K -316 -7%
MWM
1640
Mattern Wealth Management
Kansas
$417K +$417K +4,208 New
PFSC
1641
Peoples Financial Services Corp
Pennsylvania
$417K – – –
WW
1642
Waterfront Wealth
Kansas
$416K +$2.84K +26 +0.7%
GWM
1643
Gitterman Wealth Management
New Jersey
$416K -$4.17K -42 -1%
DI
1644
Diligent Investors
California
$415K +$3.18K +32 +0.8%
WSCM
1645
Wellington Shields Capital Management
New York
$415K – – –
GC
1646
Gratus Capital
Georgia
$414K +$1.98K +20 +0.5%
C
1647
Certuity
Florida
$413K +$23.1K +233 +6%
CFO
1648
CVA Family Office
Colorado
$413K -$8.83K -89 -2%
PIM
1649
Profit Investment Management
Maryland
$412K – – –
EF
1650
Empowered Funds
Pennsylvania
$412K +$412K +4,149 New
64 65
66
67 68