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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 %
CIM
2101
Contravisory Investment Management
Massachusetts
$138K – – –
HIM
2102
Hillsdale Investment Management
Ontario, Canada
$137K +$105K +1,060 +326%
GJIA
2103
Glass Jacobson Investment Advisors
Maryland
$137K +$137K +1,383 New
AWM
2104
Accurate Wealth Management
Florida
$136K +$136K +1,285 New
EI
2105
Ellevest Inc
New York
$133K -$57.2K -577 -30%
HS
2106
Horan Securities
United States
$131K +$12.3K +124 +10%
KFP
2107
KB Financial Partners
New Jersey
$129K -$28K -282 -18%
WSC
2108
Wellington Shields & Co
New York
$126K -$149K -1,500 -54%
JEST
2109
JTC Employer Solutions Trustee
Jersey
$124K – – –
LS
2110
Livforsakringsbolaget Skandia
Sweden
$123K – – –
CA
2111
Crewe Advisors
Utah
$123K -$38.1K -384 -24%
HCP
2112
Hexagon Capital Partners
Arkansas
$121K -$32.7K -330 -21%
CTA
2113
Colonial Trust Advisors
South Carolina
$121K -$128K -1,289 -51%
WAM
2114
Worth Asset Management
Texas
$120K -$893 -9 -0.7%
RFG
2115
RFP Financial Group
Georgia
$119K +$119K +1,200 New
LWA
2116
Lowe Wealth Advisors
Maryland
$116K – – –
RCG
2117
Rock Creek Group
District of Columbia
$115K +$22.3K +225 +24%
NF
2118
Norwood Financial
Pennsylvania
$115K -$992 -10 -0.9%
AF
2119
Affiance Financial
Minnesota
$109K +$109K +1,099 New
GTAM
2120
Global Trust Asset Management
Florida
$106K -$5.95K -60 -5%
HCM
2121
Highlander Capital Management
New Jersey
$104K – – –
CHC
2122
City Holding Co
West Virginia
$103K – – –
KA
2123
Kozak & Associates
Colorado
$102K +$297 +3 +0.3%
SC
2124
Seldon Capital
California
$101K – – –
BCMLT
2125
Beacon Capital Management LLC (Tennessee)
Tennessee
$98.7K +$16.7K +168 +20%
83 84
85
86 87