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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 %
IHWM
2076
Iron Horse Wealth Management
Iowa
$187K +$122K +1,230 +187%
SOW
2077
State of Wyoming
Wyoming
$186K +$148K +1,496 +399%
TF
2078
TimeScale Financial
Massachusetts
$184K +$84 +1 +0%
UCB
2079
United Community Bank
South Carolina
$182K – – –
WOC
2080
West Oak Capital
California
$181K -$99.2K -1,000 -35%
CMBA
2081
C.M. Bidwell & Associates
Hawaii
$181K +$181K +1,822 New
MWC
2082
MBM Wealth Consultants
Missouri
$177K – – –
TFS
2083
TrustCore Financial Services
Tennessee
$170K -$4.36K -44 -2%
VCM
2084
Versant Capital Management
Arizona
$167K – – –
GBT
2085
Grove Bank & Trust
Florida
$165K -$148K -1,489 -47%
SC
2086
Sierra Capital
Florida
$162K -$113K -1,145 -41%
ST
2087
Sageworth Trust
Pennsylvania
$161K – – –
MA
2088
MCF Advisors
Kentucky
$160K -$2.48K -25 -2%
SCM
2089
Silvant Capital Management
Georgia
$159K – – –
LIA
2090
Luken Investment Analytics
Tennessee
$159K +$159K +1,600 New
MTIC
2091
Missouri Trust & Investment Company
Missouri
$158K -$9.94K -100 -6%
EBA
2092
Eagle Bay Advisors
New York
$156K -$7.24K -73 -4%
BHWM
2093
Beaird Harris Wealth Management
Texas
$153K +$13.2K +133 +9%
CWA
2094
Clearview Wealth Advisors
Oregon
$152K +$199 +2 +0.1%
CT
2095
Clearstead Trust
Maine
$151K – – –
RFA
2096
Resurgent Financial Advisors
Georgia
$150K +$150K +1,510 New
OIM
2097
Oder Investment Management
California
$149K +$149K +1,498 New
BCM
2098
Barometer Capital Management
Ontario, Canada
$144K +$144K +1,450 New
GFPC
2099
Global Financial Private Client
Florida
$143K – – –
CP
2100
Castleview Partners
Texas
$142K -$63.2K -637 -31%
82 83
84
85 86