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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 %
OPCM
1901
Osborne Partners Capital Management
California
$265K -$15.4K -155 -5%
BBA
1902
BLB&B Advisors
Pennsylvania
$265K -$1.89K -19 -0.7%
LCM
1903
Liberty Capital Management
Michigan
$264K – – –
NCM
1904
Northwest Capital Management
Oregon
$263K -$81.2K -819 -24%
CMA
1905
Cedar Mountain Advisors
Oregon
$263K +$1.09K +11 +0.4%
BWM
1906
Baystate Wealth Management
Massachusetts
$263K -$2.38K -24 -0.9%
FAT
1907
First American Trust
California
$263K +$9.63K +97 +4%
RWA
1908
Ropes Wealth Advisors
Massachusetts
$262K +$262K +2,639 New
FTC
1909
Farmers Trust Company
Ohio
$261K -$208K -2,091 -44%
BDFN
1910
Bond & Devick Financial Network
Minnesota
$260K +$19.8K +200 +8%
FCA
1911
Fortis Capital Advisors
Kansas
$259K +$259K +2,613 New
AGAM
1912
Audent Global Asset Management
California
$259K -$41.2K -415 -14%
EWM
1913
Endowment Wealth Management
Wisconsin
$258K +$397 +4 +0.2%
AM
1914
Atwater Malick
Pennsylvania
$258K – – –
IDBONY
1915
Israel Discount Bank of New York
New York
$258K – – –
AWM
1916
AllSquare Wealth Management
New York
$258K – – –
TFA
1917
Teamwork Financial Advisors
Texas
$258K -$777K -7,835 -75%
CCM
1918
Cribstone Capital Management
Maine
$256K +$94.8K +956 +59%
TCPWM
1919
Traverso Chambers Private Wealth Management
California
$256K -$496 -5 -0.2%
PAM
1920
Peak Asset Management
Colorado
$256K – – –
JFA
1921
JNBA Financial Advisors
Minnesota
$256K -$13.5K -136 -5%
PPW
1922
Presilium Private Wealth
Pennsylvania
$256K +$256K +2,580 New
TFF
1923
The Family Firm
Maryland
$256K +$1.09K +11 +0.4%
SPWG
1924
Syntegra Private Wealth Group
Missouri
$256K +$256K +2,577 New
CWM
1925
Cedar Wealth Management
California
$254K – – –
75 76
77
78 79