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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 %
CFP
1876
Catalyst Financial Partners
Massachusetts
$275K +$275K +2,774 New
OCM
1877
Osterweis Capital Management
California
$275K -$1.69K -17 -0.6%
SMWM
1878
Silvia McColl Wealth Management
California
$274K +$274K +2,763 New
IFPG
1879
Intrepid Financial Planning Group
Indiana
$273K -$49.6K -500 -15%
VWMG
1880
Virginia Wealth Management Group
Virginia
$273K -$38.9K -392 -12%
CWP
1881
Concord Wealth Partners
Virginia
$273K -$11.2K -113 -4%
CIA
1882
Capital Impact Advisors
Massachusetts
$273K – – –
TFP
1883
Tilia Fiduciary Partners
North Carolina
$272K -$336K -3,383 -55%
CAMG
1884
CWA Asset Management Group
Florida
$272K -$34.2K -345 -11%
CWM
1885
Curi Wealth Management
North Carolina
$271K -$4.37K -44 -2%
THWM
1886
Taylor Hoffman Wealth Management
Virginia
$271K -$48.4K -488 -15%
HNWAG
1887
High Net Worth Advisory Group
Florida
$271K -$196K -1,975 -42%
SAF
1888
Smith Anglin Financial
Texas
$270K -$56K -564 -17%
IAG
1889
Investment Advisory Group
Massachusetts
$269K +$496 +5 +0.2%
CC
1890
Copperleaf Capital
North Carolina
$269K -$55.6K -560 -17%
MWA
1891
Monograph Wealth Advisors
California
$268K +$268K +2,704 New
MPCG
1892
Matrix Private Capital Group
New York
$268K -$6.15K -62 -2%
ESB
1893
Essex Savings Bank
Connecticut
$268K -$794 -8 -0.3%
CRWM
1894
Castle Rock Wealth Management
California
$268K +$7.5K +69 +3%
CCM
1895
Carlson Capital Management
Minnesota
$267K +$6.15K +62 +2%
LCM
1896
Lewis Capital Management
California
$267K – – –
SCA
1897
Stuart Chaussee & Associates
California
$266K +$198K +2,000 +292%
AWG
1898
Altus Wealth Group
Colorado
$266K -$28.9K -291 -10%
RFN
1899
Redwood Financial Network
Ohio
$266K +$266K +2,681 New
KA
1900
Klingman & Associates
New York
$265K +$265K +2,673 New
74 75
76
77 78