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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 %
ONST
2126
Old North State Trust
North Carolina
$97K +$25.3K +254 +35%
BA
2127
Bellwether Advisors
Nebraska
$96.9K -$6.35K -64 -6%
TIM
2128
Tortoise Investment Management
New York
$95.4K -$1.79K -18 -2%
FMP
2129
Financial Management Professionals
Texas
$92K +$2.68K +27 +3%
YAL
2130
Your Advocates Ltd
Texas
$90.7K – – –
TSWM
2131
Tyler-Stone Wealth Management
Ohio
$90K +$99 +1 +0.1%
CCA
2132
Catalyst Capital Advisors
New York
$88.9K -$187K -1,884 -68%
MLA
2133
MB, Levis & Associates
Pennsylvania
$88.4K +$88.4K +892 New
PSB
2134
Piscataqua Savings Bank
New Hampshire
$87.8K – – –
VCM
2135
Vigilant Capital Management
Maine
$86K -$9.78K -98 -10%
HBW
2136
Hazlett, Burt & Watson
West Virginia
$86K – – –
DIP
2137
DT Investment Partners
Pennsylvania
$84.5K +$32.1K +324 +61%
SIS
2138
Sound Income Strategies
Florida
$82.6K -$12.6K -127 -13%
C
2139
Covestor
United Kingdom
$81K -$994 -10 -1%
OCM
2140
Orion Capital Management
California
$80.2K – – –
FA
2141
Fiduciary Alliance
South Carolina
$78.4K +$78.4K +791 New
EE
2142
EWG Elevate
California
$78.4K +$78.4K +790 New
GFL
2143
Granite FO LLC
New Hampshire
$78.2K +$78.2K +765 New
CPG
2144
Cornerstone Planning Group
New Jersey
$77K +$77K +739 New
CWM
2145
CarsonAllaria Wealth Management
Illinois
$76K +$2.68K +27 +4%
PVH
2146
Psagot Value Holdings
Israel
$74K +$74K +750 New
CA
2147
Corrado Advisors
New Jersey
$71.3K +$71.3K +719 New
GEA
2148
Glen Eagle Advisors
New Jersey
$71.1K +$3.47K +35 +5%
FFA
2149
Fairfield Financial Advisors
Massachusetts
$71.1K +$298 +3 +0.4%
CYG
2150
Clean Yield Group
Vermont
$70.4K +$8.43K +85 +14%
84 85
86
87 88