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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 %
GCA
2051
Greenwood Capital Associates
South Carolina
$206K +$206K +2,073 New
BCM
2052
Brookmont Capital Management
Texas
$205K +$205K +2,068 New
BSSFA
2053
Baron Silver Stevens Financial Advisors
Florida
$204K +$204K +2,061 New
AA
2054
Advisory Alpha
Michigan
$204K +$204K +2,060 New
MPM
2055
Meritage Portfolio Management
Kansas
$204K +$204K +2,051 New
FWM
2056
FFT Wealth Management
Pennsylvania
$204K -$102K -1,033 -33%
VT
2057
Vise Technologies
New York
$204K +$204K +2,054 New
SWA
2058
Strata Wealth Advisors
Texas
$203K +$203K +2,046 New
CAM
2059
CPA Asset Management
Florida
$203K +$203K +2,043 New
B
2060
Bridgeworth
Alabama
$202K +$202K +2,037 New
BWM
2061
BCS Wealth Management
Tennessee
$202K +$202K +2,035 New
IAG
2062
Investmark Advisory Group
Connecticut
$202K +$202K +2,036 New
AF
2063
Advisornet Financial
Minnesota
$202K -$646K -6,509 -76%
VC
2064
Vestor Capital
Illinois
$201K +$12.2K +123 +6%
PFM
2065
Patton Fund Management
Texas
$201K +$201K +2,031 New
DAL
2066
Delta Accumulation LLC
California
$201K +$992 +10 +0.5%
BBL
2067
Beck Bode LLC
Massachusetts
$201K -$110K -1,112 -35%
MAM
2068
Marquette Asset Management
Minnesota
$200K – – –
ACA
2069
Ascension Capital Advisors
Texas
$200K +$200K +2,018 New
BAM
2070
Byrne Asset Management
New Jersey
$199K -$155K -1,565 -44%
WB
2071
Webster Bank
Connecticut
$196K – – –
LWANC
2072
Laurel Wealth Advisors (North Carolina)
North Carolina
$196K +$992 +10 +0.5%
CWM
2073
Compass Wealth Management
Connecticut
$194K +$194K +1,953 New
CFD
2074
Creative Financial Designs
Indiana
$193K +$893 +9 +0.5%
FRA
2075
Front Row Advisors
California
$193K – – –
81 82
83
84 85