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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 %
VAM
1651
Verity Asset Management
North Carolina
$411K -$274K -2,763 -40%
SHFA
1652
SS&H Financial Advisors
Michigan
$411K – – –
EFG
1653
Ethos Financial Group
Pennsylvania
$410K +$410K +4,131 New
BWM
1654
Baron Wealth Management
Michigan
$409K +$409K +4,127 New
PP
1655
PDS Planning
Ohio
$409K +$13.7K +138 +3%
D
1656
Diversified
Delaware
$409K +$2.88K +29 +0.7%
JHCP
1657
Jackson Hole Capital Partners
Oklahoma
$409K – – –
SWM
1658
Silverlake Wealth Management
Vermont
$407K -$21.6K -218 -5%
PP
1659
Paloma Partners
Connecticut
$407K +$407K +4,104 New
LMKC
1660
L.M. Kohn & Company
Ohio
$407K +$17.2K +173 +4%
AFP
1661
Ausdal Financial Partners
Iowa
$407K -$4.66K -47 -1%
CPWA
1662
Cerro Pacific Wealth Advisors
California
$405K -$20.1K -203 -5%
SC
1663
Sonen Capital
California
$404K – – –
AL
1664
Aspiriant LLC
California
$402K -$134K -1,348 -25%
DTC
1665
Davidson Trust Company
Washington
$402K -$53.9K -543 -12%
ASI
1666
Advisory Services & Investments
Oregon
$401K -$431K -4,346 -52%
WAG
1667
Wallace Advisory Group
California
$401K +$401K +4,038 New
CM
1668
Columbus Macro
Pennsylvania
$399K +$29.5K +297 +8%
VC
1669
Veracity Capital
Georgia
$399K +$2.58K +26 +0.7%
AAP
1670
Arax Advisory Partners
Colorado
$398K -$60.3K -608 -13%
SAM
1671
Strategy Asset Managers
California
$398K +$99 +1 +0%
PFBT
1672
Parkside Financial Bank & Trust
Missouri
$398K +$31.3K +316 +9%
IA
1673
IFG Advisors
Missouri
$397K +$198 +2 +0.1%
Aristotle Capital Management
1674
Aristotle Capital Management
California
$397K – – –
NPF
1675
Norris Perne & French
Michigan
$397K – – –
65 66
67
68 69