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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 %
RCWM
1851
Royal Capital Wealth Management
Indiana
$288K – – –
PSIWM
1852
Paradigm Strategies in Wealth Management
Minnesota
$287K – – –
AWAP
1853
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$287K -$13.3K -134 -4%
SPWM
1854
Schrum Private Wealth Management
Florida
$287K -$9.23K -93 -3%
SWA
1855
ShankerValleau Wealth Advisors
Illinois
$286K – – –
TCM
1856
True Capital Management
California
$285K +$285K +2,875 New
OWM
1857
Opes Wealth Management
California
$285K -$99 -1 -0%
PNC
1858
Park National Corp
Ohio
$284K -$12.6K -127 -4%
APW
1859
Axim Planning & Wealth
Ohio
$283K -$9.92K -100 -3%
AWM
1860
Angeles Wealth Management
California
$283K +$32.5K +328 +13%
TWM
1861
Trevian Wealth Management
Massachusetts
$283K -$18.7K -189 -6%
CCA
1862
Cora Capital Advisors
New Jersey
$282K +$282K +2,841 New
DWA
1863
Dougherty Wealth Advisers
Minnesota
$281K – – –
PIM
1864
Penobscot Investment Management
Massachusetts
$281K – – –
SCM
1865
Stonehearth Capital Management
Massachusetts
$280K – – –
WDG
1866
Wealth Dimensions Group
Ohio
$280K +$99 +1 +0%
VWM
1867
Venturi Wealth Management
Texas
$279K +$893 +9 +0.3%
MGIM
1868
M&G Investment Management
United Kingdom
$279K – – –
PK
1869
Pflug Koory
Nebraska
$278K – – –
Dimensional Fund Advisors
1870
Dimensional Fund Advisors
Texas
$278K +$253 +2,555 +0.1%
CCS
1871
Concentric Capital Strategies
Connecticut
$277K +$277K +2,794 New
DCBT
1872
Dakota Community Bank & Trust
North Dakota
$277K -$6.94K -70 -2%
ICP
1873
Interchange Capital Partners
Pennsylvania
$277K -$350K -3,524 -56%
LA
1874
Latitude Advisors
Florida
$277K -$49.2K -496 -15%
CFA
1875
Compass Financial Advisors
Indiana
$276K -$13.8K -139 -5%
73 74
75
76 77