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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 %
ACM
1676
Alta Capital Management
Utah
$397K – – –
LPAM
1677
Lodestar Private Asset Management
California
$396K +$396K +3,994 New
IP
1678
Investment Partners
Ohio
$394K -$233K -2,348 -37%
TC
1679
Trust Company
Kansas
$394K -$471K -4,754 -54%
MMA
1680
Miracle Mile Advisors
California
$392K +$31.1K +313 +9%
VCM
1681
Viewpoint Capital Management
Washington
$391K -$4.46K -45 -1%
WPW
1682
Watershed Private Wealth
Illinois
$390K +$390K +3,935 New
FPWM
1683
FSB Premier Wealth Management
Iowa
$390K -$2.48K -25 -0.6%
HPWM
1684
High Pines Wealth Management
Massachusetts
$390K +$298 +3 +0.1%
WPC
1685
Waters Parkerson & Co
Louisiana
$389K +$11.7K +118 +3%
TWM
1686
TMD Wealth Management
Arizona
$386K – – –
WWM
1687
Windsor Wealth Management
Indiana
$386K -$746 -7 -0.2%
PCS
1688
Personal CFO Solutions
New Jersey
$385K -$147K -1,482 -28%
CL
1689
CIM LLC
New York
$383K – – –
CAL
1690
Capital Advisors Ltd
Ohio
$383K +$16.6K +167 +5%
IIM
1691
Ipswich Investment Management
Massachusetts
$383K – – –
SIC
1692
Samalin Investment Counsel
New York
$382K -$9.13K -92 -2%
AAM
1693
Autus Asset Management
Arizona
$382K -$7.44K -75 -2%
WA
1694
Wambolt & Associates
Colorado
$382K +$21.6K +218 +6%
EGM
1695
Engineers Gate Manager
New York
$382K -$21K -212 -5%
QC
1696
Quent Capital
New York
$382K +$46.5K +469 +14%
IA
1697
Insight Advisors
Pennsylvania
$380K -$5.14K -51 -1%
RB
1698
Renasant Bank
Mississippi
$380K +$23.5K +237 +7%
OC
1699
Oakworth Capital
Alabama
$380K +$8.23K +83 +2%
APIM
1700
Agate Pass Investment Management
Washington
$379K -$18.5K -186 -5%
66 67
68
69 70