SBUX icon

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 %
Polen Capital Management
1826
Polen Capital Management
Florida
$298K -$94.2M -949,230 -100%
CA
1827
Callahan Advisors
Texas
$298K -$48.1K -485 -14%
CCFM
1828
Clear Creek Financial Management
Washington
$298K -$12K -121 -4%
PWA
1829
Physician Wealth Advisors
Utah
$298K – – –
AAMC
1830
Asset Allocation & Management Company
Illinois
$298K – – –
G
1831
GenTrust
Florida
$298K +$298K +3,003 New
TGAM
1832
TBH Global Asset Management
Tennessee
$298K +$298K +2,999 New
EVM
1833
Evelyn V. Moreno
$297K +$14.9K +150 +5%
SCA
1834
St. Clair Advisors
Ohio
$297K +$297K +2,991 New
LCM
1835
LCM Capital Management
Illinois
$296K +$1.09K +11 +0.4%
PAG
1836
Private Advisory Group
Washington
$296K – – –
TF
1837
Trek Financial
Arizona
$296K +$296K +2,981 New
AAS
1838
Annex Advisory Services
Wisconsin
$294K +$22.7K +229 +8%
CWM
1839
Centric Wealth Management
Illinois
$294K -$12.9K -130 -4%
SG
1840
Stonnington Group
California
$292K +$212 +2 +0.1%
BCM
1841
Boltwood Capital Management
California
$292K -$2.48K -25 -0.8%
Tudor Investment Corp
1842
Tudor Investment Corp
Connecticut
$292K – – –
HA
1843
Hofer & Associates
California
$291K +$198 +2 +0.1%
DWM
1844
Darwin Wealth Management
Florida
$291K -$3.43K -32 -1%
OCPWS
1845
One Charles Private Wealth Services
Massachusetts
$291K +$4.27K +43 +1%
ACP
1846
Aveo Capital Partners
Colorado
$290K +$45.9K +463 +19%
WAS
1847
Wealth Advisory Solutions
Indiana
$290K +$4.96K +50 +2%
B
1848
BetterWealth
California
$290K – – –
SFP
1849
Strategic Financial Partners
Oregon
$290K – – –
STCOSD
1850
Sageworth Trust Company of South Dakota
South Dakota
$288K – – –
72 73
74
75 76