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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 %
ACG
2001
Allen Capital Group
Nebraska
$221K -$43.1K -434 -16%
AWA
2002
Archvest Wealth Advisors
California
$221K +$221K +2,225 New
KA
2003
KLCM Advisors
Wisconsin
$220K +$220K +2,223 New
HA
2004
Herold Advisors
New York
$220K +$220K +2,221 New
FC
2005
Fusion Capital
South Carolina
$220K +$220K +2,220 New
YWP
2006
YorkBridge Wealth Partners
New York
$220K -$156K -1,577 -42%
ATFA
2007
All Terrain Financial Advisors
Minnesota
$219K +$219K +2,208 New
MIM
2008
Morningstar Investment Management
Illinois
$219K +$219K +2,211 New
CAAS
2009
Capital Asset Advisory Services
Michigan
$219K -$75.9K -757 -26%
TA
2010
TFB Advisors
Kansas
$218K +$218K +2,200 New
OFW
2011
Omnia Family Wealth
Florida
$218K +$218K +2,199 New
BFC
2012
Blue Fin Capital
Rhode Island
$218K +$218K +2,197 New
CWM
2013
Centurion Wealth Management
Virginia
$216K +$216K +2,180 New
ACM
2014
AUA Capital Management
Pennsylvania
$216K – – –
BFS
2015
Bickling Financial Services
Massachusetts
$216K +$216K +2,173 New
LFGH
2016
Lee Financial Group Hawaii
Hawaii
$216K -$62.7K -632 -23%
DA
2017
Detalus Advisors
Missouri
$215K +$215K +2,170 New
SMA
2018
Sage Mountain Advisors
Georgia
$215K +$215K +2,169 New
SFA
2019
Souders Financial Advisors
Ohio
$215K +$215K +2,169 New
JF
2020
JSF Financial
California
$215K +$215K +2,165 New
WA
2021
Wealth Architects
California
$215K +$215K +2,163 New
AR
2022
Apeiron RIA
Texas
$214K +$214K +2,159 New
CFSG
2023
Clark Financial Services Group
Missouri
$214K +$214K +2,155 New
ZIM
2024
Zacks Investment Management
Illinois
$214K -$33.9K -342 -14%
OLVIG
2025
Oliver Lagore Vanvalin Investment Group
Michigan
$214K -$181K -1,828 -46%
79 80
81
82 83