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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 %
BFIM
1951
Beese Fulmer Investment Management
Ohio
$243K +$243K +2,446 New
FNBOSM
1952
First National Bank of South Miami
Florida
$241K -$20.8K -210 -8%
NRS
1953
Neville Rodie & Shaw
New York
$241K – – –
GJCM
1954
Grand Jean Capital Management
California
$241K +$198 +2 +0.1%
PWM
1955
PBMares Wealth Management
Virginia
$239K -$82.4K -831 -26%
FBFS
1956
First Business Financial Services
Wisconsin
$239K -$965K -9,736 -80%
WWM
1957
Wolff Wiese Magana
California
$239K -$4.56K -46 -2%
WC
1958
Wexford Capital
Florida
$237K -$41.9K -422 -15%
CBTWT
1959
Community Bank & Trust (Waco, Texas)
Texas
$237K -$24.9K -252 -10%
FAG
1960
Financial Advisory Group
Texas
$237K – – –
BAM
1961
Boyar Asset Management
New York
$236K – – –
SOS
1962
Silver Oak Securities
Tennessee
$235K +$235K +2,368 New
GA
1963
Goldstein Advisors
Wisconsin
$235K +$235K +2,372 New
YWS
1964
Yarger Wealth Strategies
Ohio
$235K +$235K +2,368 New
SWM
1965
Sugarloaf Wealth Management
Georgia
$235K +$695 +7 +0.3%
CFC
1966
Coyle Financial Counsel
Illinois
$234K +$234K +2,363 New
TWM
1967
Tanager Wealth Management
United Kingdom
$234K +$234K +2,363 New
HWM
1968
Horizon Wealth Management
Illinois
$233K -$110K -1,107 -32%
PHAM
1969
Palisades Hudson Asset Management
Florida
$233K +$233K +2,348 New
I2I
1970
Insight 2811 Inc
Illinois
$233K +$233K +2,353 New
LA
1971
LexAurum Advisors
Kansas
$233K +$233K +2,345 New
CIP
1972
Convergence Investment Partners
Florida
$232K -$12.4K -125 -5%
OCBCO
1973
Oversea-Chinese Banking Corp (OCBC)
Singapore
$232K +$232K +2,322 New
MCP
1974
Mirador Capital Partners
California
$232K -$4.17K -42 -2%
WP
1975
WealthShield Partners
North Carolina
$231K +$231K +2,330 New
77 78
79
80 81