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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 %
RTC
1776
Riverview Trust Company
Washington
$326K +$5.65K +57 +2%
CT
1777
Colonial Trust
South Carolina
$325K +$41.3K +416 +15%
AOWM
1778
Alpha Omega Wealth Management
Virginia
$325K +$694 +7 +0.2%
DWP
1779
Daymark Wealth Partners
Ohio
$325K +$325K +3,274 New
WFMPM
1780
Woodley Farra Manion Portfolio Management
Indiana
$325K -$8.93K -90 -3%
SA
1781
Strategic Advisors
New York
$324K -$7.44K -75 -2%
PI
1782
PFS Investments
Georgia
$324K +$7.94K +80 +3%
CAI
1783
Capital Advisors Inc
Oklahoma
$324K +$33.4K +337 +12%
RW
1784
REDW Wealth
New Mexico
$323K – – –
SRC
1785
Sage Rhino Capital
California
$321K +$4.76K +48 +2%
DCM
1786
Dupont Capital Management
Delaware
$321K -$195K -1,966 -38%
EB
1787
Eastern Bank
Massachusetts
$320K – – –
AF
1788
Apexium Financial
Texas
$319K +$99 +1 +0%
MC
1789
Matisse Capital
Oregon
$318K +$318K +3,210 New
ML
1790
McAdam LLC
Pennsylvania
$318K -$48.6K -415 -13%
TWM
1791
Tolleson Wealth Management
Texas
$318K – – –
BCP
1792
Blue Chip Partners
Michigan
$317K -$3.47K -35 -1%
AA
1793
Alta Advisers
United Kingdom
$317K – – –
GSC
1794
Ground Swell Capital
South Carolina
$316K -$39.8K -401 -11%
BFAG
1795
Blackston Financial Advisory Group
Florida
$316K +$11.6K +117 +4%
BONH
1796
Bank of New Hampshire
New Hampshire
$313K -$22.3K -225 -7%
PFA
1797
Petra Financial Advisors
Colorado
$312K +$312K +3,146 New
BI
1798
Ballast Inc
Kentucky
$311K -$293K -2,954 -48%
Verition Fund Management
1799
Verition Fund Management
Connecticut
$311K -$1.38M -13,959 -82%
LIM
1800
Leavell Investment Management
Alabama
$311K – – –
70 71
72
73 74