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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 %
JAG
1801
Journey Advisory Group
Kentucky
$310K -$11.6K -117 -4%
PWC
1802
PYA Waltman Capital
Tennessee
$309K +$47.9K +483 +18%
ZAM
1803
Zevin Asset Management
Massachusetts
$308K -$3.17K -32 -1%
RZH
1804
Relyea Zuckerberg Hanson
Connecticut
$308K +$51.5K +519 +20%
RWI
1805
Red Wave Investments
Pennsylvania
$308K -$111K -1,119 -27%
SHFA
1806
SC&H Financial Advisors
Maryland
$307K -$2.38K -24 -0.8%
TWP
1807
Tempus Wealth Planning
California
$307K – – –
GCA
1808
Gradient Capital Advisors
California
$306K +$3.27K +33 +1%
MAWCM
1809
Mine & Arao Wealth Creation & Management
California
$305K +$694 +7 +0.2%
STB
1810
S&T Bank
Pennsylvania
$305K +$1.39K +14 +0.5%
MPW
1811
Monterey Private Wealth
California
$305K +$6.05K +61 +2%
CFS
1812
CRA Financial Services
New Jersey
$304K +$32.5K +328 +12%
SSW
1813
Smith Shellnut Wilson
Mississippi
$303K – – –
AIC
1814
Archer Investment Corporation
Indiana
$303K -$9.72K -98 -3%
MCM
1815
Mendel Capital Management
Arkansas
$303K +$18.9K +191 +7%
DWM
1816
Drive Wealth Management
Utah
$302K +$302K +3,048 New
LWA
1817
Lineweaver Wealth Advisors
Ohio
$302K -$727K -7,330 -71%
MFT
1818
Moisand Fitzgerald Tamayo
Florida
$301K +$6.15K +62 +2%
ATWA
1819
Arbor Trust Wealth Advisors
Michigan
$301K +$24.8K +250 +9%
KCM
1820
Kanawha Capital Management
Virginia
$301K +$49.4K +499 +20%
AIS
1821
AM Investment Strategies
Tennessee
$300K +$396 +4 +0.1%
SIC
1822
Sigma Investment Counselors
Michigan
$300K +$99 +1 +0%
FANJ
1823
Financial Architects (New Jersey)
New Jersey
$300K -$5.46K -55 -2%
RIG
1824
Renaissance Investment Group
Massachusetts
$300K -$209K -2,104 -41%
FG
1825
Foster Group
Iowa
$299K +$44.6K +450 +18%
71 72
73
74 75