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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 %
PG
1726
Pendal Group
Australia
$362K -$146K -1,470 -29%
CPC
1727
Cookson Peirce & Co
Pennsylvania
$361K +$361K +3,635 New
SWA
1728
SOA Wealth Advisors
New York
$361K +$694 +7 +0.2%
FWA
1729
FSM Wealth Advisors
Ohio
$360K +$9.82K +99 +3%
GWM
1730
GSB Wealth Management
Connecticut
$359K +$1.69K +17 +0.5%
FBT
1731
First Bankers Trust
Kentucky
$359K -$9.41K -95 -3%
3IP
1732
3Chopt Investment Partners
Virginia
$358K +$358K +3,612 New
HHGA
1733
Halbert Hargrove Global Advisors
California
$358K +$6.65K +67 +2%
SHGA
1734
Sand Hill Global Advisors
California
$358K +$358K +3,606 New
P
1735
&Partners
Tennessee
$357K – – –
RFWA
1736
RPg Family Wealth Advisory
Massachusetts
$357K -$17.2K -173 -5%
FAFN
1737
First Affirmative Financial Network
Colorado
$357K +$28.6K +288 +9%
JMFC
1738
J.M. Forbes & Co
Massachusetts
$355K – – –
GA
1739
GraniteShares Advisors
New York
$354K -$54.9K -553 -13%
MFA
1740
Mayflower Financial Advisors
Massachusetts
$353K -$38.4K -424 -10%
CWA
1741
Canvas Wealth Advisors
Kansas
$353K +$8.93K +85 +3%
WAM
1742
Wakefield Asset Management
Colorado
$352K +$352K +3,549 New
NAM
1743
NTV Asset Management
West Virginia
$351K +$198 +2 +0.1%
BEC
1744
Blue Edge Capital
Virginia
$351K – – –
OFG
1745
Omega Financial Group
California
$347K – – –
SSG
1746
Summit Securities Group
New York
$347K -$454K -4,584 -57%
FCFC
1747
First Commonwealth Financial Corp
Pennsylvania
$344K -$23.1K -233 -6%
FBT
1748
First Bank & Trust
South Dakota
$344K – – –
MCCA
1749
Mill Creek Capital Advisors
Pennsylvania
$343K +$343K +3,456 New
CNC
1750
Canandaigua National Corp
New York
$342K -$33K -332 -9%
68 69
70
71 72