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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 %
CA
1926
Carson Advisory
Georgia
$253K -$7.84K -79 -3%
LAM
1927
L2 Asset Management
Massachusetts
$253K +$253K +2,549 New
FPCP
1928
Fort Point Capital Partners
California
$253K -$21.2K -214 -8%
AO
1929
Advisor OS
Illinois
$253K +$298 +3 +0.1%
RWMG
1930
Redwood Wealth Management Group
New Jersey
$250K +$250K +2,523 New
SCA
1931
Sage Capital Advisors
South Dakota
$250K +$2.18K +22 +0.9%
MFWP
1932
Mosaic Family Wealth Partners
Missouri
$249K +$249K +2,512 New
LCM
1933
Landscape Capital Management
New Jersey
$249K -$555K -5,592 -69%
C
1934
CFO4Life
Texas
$249K +$249K +2,507 New
CG
1935
CFO4Life Group
Texas
$249K +$249K +2,507 New
RHJA
1936
Rice Hall James & Associates
California
$247K – – –
T
1937
TOBAM
France
$247K +$55.9K +564 +29%
GSIAS
1938
Garden State Investment Advisory Services
New Jersey
$247K +$247K +2,489 New
PCMC
1939
Private Capital Management (Colorado)
Colorado
$247K -$67.6K -681 -22%
CSIA
1940
Charles Schwab Investment Advisory
California
$246K -$13.5K -136 -5%
RIP
1941
RAM Investment Partners
Washington
$246K +$246K +2,484 New
FFG
1942
Frisch Financial Group
New York
$246K +$894 +9 +0.4%
HCA
1943
Harbour Capital Advisors
Virginia
$246K – – –
WJA
1944
Willis Johnson & Associates
Texas
$246K +$246K +2,476 New
HTHT
1945
Hemenway Trust Hemenway Trust
New Hampshire
$246K -$15.9K -160 -6%
NA
1946
Nottingham Advisors
New York
$245K +$2.48K +25 +1%
CIC
1947
Cornercap Investment Counsel
Georgia
$245K -$25.4K -256 -9%
KFI
1948
Key Financial Inc
Pennsylvania
$245K – – –
LDFR
1949
Lehman & Derafelo Financial Resources
Pennsylvania
$243K +$243K +2,451 New
GFP
1950
Gryphon Financial Partners
Ohio
$243K +$243K +2,448 New
76 77
78
79 80