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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 %
CSWM
2176
Cassady Schiller Wealth Management
Ohio
$49.8K +$49.8K +502 New
AWM
2177
Ameliora Wealth Management
Switzerland
$49.6K – – –
WFA
2178
West Financial Advisors
Iowa
$49.3K -$44.7K -450 -48%
Credit Agricole
2179
Credit Agricole
France
$48.8K – – –
RA
2180
Rational Advisors
New York
$48.5K +$1.29K +13 +3%
BSB
2181
Bangor Savings Bank
Maine
$48K +$4.21K +42 +10%
MWM
2182
Mascoma Wealth Management
New Hampshire
$46.7K – – –
PFC
2183
Phocas Financial Corp
California
$46.6K +$46.6K +470 New
IFS
2184
Intelligent Financial Strategies
Minnesota
$45.6K – – –
GG
2185
Gleason Group
Kentucky
$45.3K +$298 +3 +0.7%
AI
2186
AXS Investments
New York
$42.1K +$42.1K +424 New
WWP
2187
WR Wealth Planners
Missouri
$41.2K – – –
CPFP
2188
Clear Perspectives Financial Planning
Ohio
$41.1K – – –
CDIA
2189
Capital Directions Investment Advisors
Georgia
$40.7K +$40.7K +410 New
MS
2190
Madden Securities
Texas
$40.4K +$40.4K +407 New
SA
2191
SRH Advisors
Kansas
$40K – – –
MWM
2192
MinichMacGregor Wealth Management
New York
$39.8K +$39.8K +400 New
MS
2193
Mizuho Securities
Japan
$39.7K -$302K -3,045 -88%
KLWA
2194
Kelly Lawrence W & Associates
California
$39.7K – – –
FCG
2195
Financial Connections Group
California
$39K – – –
JWM
2196
Janiczek Wealth Management
Colorado
$39K +$635 +6 +2%
FSWA
2197
Financial Synergies Wealth Advisors
Texas
$38.7K +$15.9K +160 +70%
EIM
2198
Essex Investment Management
Massachusetts
$38K – – –
WOSD
2199
WFA of San Diego
California
$37.5K +$37.5K +378 New
ACM
2200
Antonetti Capital Management
Florida
$37.2K – – –
86 87
88
89 90