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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 %
RWA
1701
River Wealth Advisors
Pennsylvania
$378K +$2.08K +21 +0.6%
BC
1702
Bridgefront Capital
Texas
$378K -$133K -1,337 -26%
SEP
1703
Southland Equity Partners
Missouri
$378K +$125K +1,261 +50%
LFA
1704
Lauterbach Financial Advisors
Texas
$377K -$31.4K -317 -8%
KFA
1705
Krane Funds Advisors
New York
$377K -$181K -1,828 -32%
SFP
1706
Sweet Financial Partners
Minnesota
$376K +$1.79K +18 +0.5%
PIA
1707
Pinion Investment Advisors
Kansas
$376K -$89.4K -901 -19%
CHA
1708
Cooper/Haims Advisors
New York
$376K – – –
LWM
1709
LJI Wealth Management
Indiana
$375K +$375K +3,783 New
WAOI
1710
Wealth Advisors of Iowa
Iowa
$375K – – –
CWC
1711
Carolinas Wealth Consulting
North Carolina
$371K +$152K +1,531 +69%
SAM
1712
SignalPoint Asset Management
Missouri
$371K -$3.77K -38 -1%
WH
1713
Willner & Heller
California
$369K +$9.82K +99 +3%
AFA
1714
American Financial Advisors
Georgia
$368K +$1.49K +15 +0.4%
SCI
1715
S&CO Inc
Massachusetts
$367K – – –
HBT
1716
Hills Bank & Trust
Iowa
$366K -$27.2K -274 -7%
EFG
1717
Everhart Financial Group
Ohio
$366K -$55.9K -564 -13%
6F
1718
626 Financial
Michigan
$366K – – –
JBA
1719
Johnson Bixby & Associates
Washington
$366K – – –
DOA
1720
D'Orazio & Associates
Virginia
$364K +$1.59K +16 +0.4%
BFA
1721
Beaumont Financial Advisors
Massachusetts
$363K -$4.37K -44 -1%
AFM
1722
Abbot Financial Management
Massachusetts
$363K – – –
CLOS
1723
Compagnie Lombard Odier SCmA
Switzerland
$363K +$18.2K +184 +5%
ATC
1724
Adirondack Trust Company
New York
$363K – – –
HIC
1725
Holderness Investments Company
North Carolina
$363K +$694 +7 +0.2%
67 68
69
70 71