SBUX icon

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 %
MTIM
1976
Marathon Trading Investment Management
Pennsylvania
$231K +$231K +2,325 New
HFS
1977
Hantz Financial Services
Michigan
$229K -$8.43K -85 -4%
FVWA
1978
Foster Victor Wealth Advisors
South Carolina
$229K +$229K +2,146 New
RPCA
1979
Running Point Capital Advisors
California
$228K +$228K +2,302 New
EA
1980
Emerald Advisors
Washington
$228K +$228K +2,302 New
LFG
1981
Lockerman Financial Group
California
$228K +$228K +2,300 New
HI
1982
Humankind Investments
New York
$227K -$28.6K -288 -11%
NCM
1983
Northside Capital Management
Oregon
$227K +$227K +2,286 New
WPWM
1984
Western Pacific Wealth Management
Illinois
$227K -$9.23K -93 -4%
MIAS
1985
Mason Investment Advisory Services
Virginia
$226K +$226K +2,279 New
SPP
1986
Single Point Partners
Massachusetts
$226K +$226K +2,282 New
WWC
1987
Waypoint Wealth Counsel
Georgia
$226K +$226K +2,275 New
AA
1988
AJ Advisors
Tennessee
$225K +$225K +2,272 New
MMPW
1989
Mitchell McLeod Pugh & Williams
Alabama
$225K +$225K +2,269 New
NFSG
1990
Newbridge Financial Services Group
Florida
$225K +$694 +7 +0.3%
WIA
1991
World Investment Advisors
California
$224K -$26.9K -271 -11%
GC
1992
Gibson Capital
Pennsylvania
$224K +$224K +2,260 New
LF
1993
Lantz Financial
Illinois
$224K +$224K +2,254 New
BCAM
1994
Boston Common Asset Management
Massachusetts
$223K +$223K +2,250 New
LHEI
1995
Leo H. Evart Inc
California
$223K +$223K +2,246 New
FNC
1996
First National Corp
Massachusetts
$222K +$222K +2,238 New
TFCP
1997
Twin Focus Capital Partners
Massachusetts
$222K +$222K +2,233 New
MWP
1998
Meridian Wealth Partners
Pennsylvania
$221K -$61.7K -622 -22%
GAM
1999
Grandview Asset Management
Pennsylvania
$221K +$221K +2,227 New
WCM
2000
Wedge Capital Management
North Carolina
$221K +$221K +2,230 New
78 79
80
81 82