SBUX icon

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 %
BC
2151
Barrett & Company
Rhode Island
$69.9K – – –
AWM
2152
Accel Wealth Management
Iowa
$69.4K +$6.55K +66 +10%
RCC
2153
Red Cedar Capital
Nebraska
$69K – – –
CCMI
2154
Creative Capital Management Investments
California
$69K +$69K +695 New
LFASL
2155
Lugano Financial Advisors SA (LFA)
Switzerland
$68.4K +$68.4K +690 New
PP
2156
PrairieView Partners
Minnesota
$68K – – –
AW
2157
Avion Wealth
Texas
$67K – – –
LF
2158
Lee Financial
Texas
$66.9K +$14.2K +143 +27%
AAG
2159
Armstrong Advisory Group
Massachusetts
$65.6K +$65.6K +661 New
TFM
2160
TFC Financial Management
Massachusetts
$64.4K +$36.4K +367 +130%
AWM
2161
Abound Wealth Management
Tennessee
$63.1K -$14.4K -145 -19%
FCT
2162
First Community Trust
Iowa
$63K +$16.2K +163 +35%
CA
2163
Centerpoint Advisors
Massachusetts
$62K – – –
RDFA
2164
Ritter Daniher Financial Advisory
Ohio
$61.5K – – –
MME
2165
Meag Munich Ergo
Germany
$59.5K – – –
EWM
2166
Evermay Wealth Management
Virginia
$59.5K +$694 +7 +1%
RA
2167
Rise Advisors
New York
$59.2K +$99 +1 +0.2%
SPWM
2168
Spartan Planning & Wealth Management
North Carolina
$58.5K +$9.42K +95 +19%
BIA
2169
Bell Investment Advisors
California
$57.8K +$10.4K +105 +22%
RFA
2170
Register Financial Advisors
Georgia
$56.8K +$56.8K +573 New
JFGIW
2171
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56.1K -$1.98K -20 -3%
POIA
2172
Pin Oak Investment Advisors
Texas
$54K -$22.2K -223 -29%
CTB
2173
Country Trust Bank
Illinois
$53.6K -$1.98K -20 -4%
EARNEST Partners
2174
EARNEST Partners
Georgia
$53.6K – – –
OWA
2175
One Wealth Advisors
California
$52.2K -$694K -7,000 -93%
85 86
87
88 89