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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 %
PSF
2026
Pacific Sun Financial
California
$213K -$199K -2,010 -48%
FW
2027
FirstPurpose Wealth
Utah
$213K +$213K +2,150 New
PA
2028
PSI Advisors
Florida
$213K +$99 +1 +0%
ZCM
2029
Ziegler Capital Management
Illinois
$213K -$46K -464 -18%
CSPAM
2030
Cary Street Partners Asset Management
Virginia
$212K -$6.85K -69 -3%
EWA
2031
ERTS Wealth Advisors
Michigan
$212K +$212K +2,136 New
AIP
2032
Almanack Investment Partners
Pennsylvania
$212K +$212K +2,134 New
GD
2033
Grandfield & Dodd
New York
$211K -$28.5K -287 -12%
SGA
2034
Seaport Global Advisors
Massachusetts
$210K +$11.8K +119 +6%
PCM
2035
Presidio Capital Management
California
$210K +$210K +2,117 New
TWM
2036
Tradition Wealth Management
Minnesota
$210K +$65.3K +659 +45%
SFS
2037
Summit Financial Strategies
Ohio
$210K +$210K +2,112 New
NJBEST
2038
New Jersey Better Educational Savings Trust
New Jersey
$209K +$209K +2,111 New
SVWAG
2039
Sound View Wealth Advisors Group
Georgia
$209K +$209K +2,180 New
TPWM
2040
Twelve Points Wealth Management
Massachusetts
$209K +$209K +2,104 New
CWMU
2041
Caliber Wealth Management (Utah)
Utah
$208K -$1.25M -12,628 -86%
AFG
2042
Allegheny Financial Group
Pennsylvania
$208K +$208K +2,093 New
CAWM
2043
Capital Advisors Wealth Management
Washington
$207K +$207K +2,092 New
TCWA
2044
Ten Capital Wealth Advisors
Washington
$207K +$60K +605 +41%
NCM
2045
NCM Capital Management
New Jersey
$207K +$207K +2,088 New
CWS
2046
Confluence Wealth Services
Pennsylvania
$206K +$206K +2,079 New
RRA
2047
Round Rock Advisors
Connecticut
$206K +$206K +2,078 New
WWG
2048
West Wealth Group
California
$206K +$206K +2,077 New
CFG
2049
CKW Financial Group
Hawaii
$206K – – –
TWM
2050
Triton Wealth Management
Arizona
$206K +$206K +1,944 New
80 81
82
83 84