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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 %
MBFW
2201
Morton Brown Family Wealth
Pennsylvania
$33.8K +$33.8K +341 New
WI
2202
WJ Interests
Texas
$33.7K +$33.7K +340 New
NMG
2203
New Millennium Group
Utah
$32.9K +$99 +1 +0.3%
WBC
2204
West Branch Capital
Massachusetts
$32.8K +$99 +1 +0.3%
DF
2205
DecisionPoint Financial
Arizona
$32.2K +$32.2K +325 New
RWMH
2206
Riverpoint Wealth Management Holdings
Illinois
$30.5K +$30.5K +307 New
BBPWM
2207
Blue Bell Private Wealth Management
Pennsylvania
$30.4K – – –
ECM
2208
EMC Capital Management
Texas
$30K – – –
MWA
2209
Moser Wealth Advisors
Washington
$29.8K – – –
KFS
2210
Kelly Financial Services
Massachusetts
$29.6K +$99 +1 +0.3%
RWM
2211
Ruedi Wealth Management
Illinois
$29.6K +$29.6K +298 New
ZC
2212
Zeit Capital
Colorado
$29.4K – – –
LB
2213
Legacy Bridge
Iowa
$29.3K – – –
HWA
2214
HHM Wealth Advisors
Tennessee
$29.2K -$90K -907 -76%
RTL
2215
Red Tortoise LLC
Georgia
$28.2K +$28.2K +284 New
DAM
2216
Delta Asset Management
Tennessee
$28.1K +$28.1K +283 New
TSW
2217
Thompson Siegel & Walmsley
Virginia
$28K – – –
MFA
2218
McClarren Financial Advisors
Pennsylvania
$28K +$291 +3 +1%
TAM
2219
Tucker Asset Management
Colorado
$27K +$13.8K +138 +104%
FWM
2220
Focused Wealth Management
New York
$27K +$99 +1 +0.4%
FMTCOCP
2221
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K +$6.3K +64 +32%
APW
2222
Acima Private Wealth
Virginia
$25.9K – – –
BC
2223
Burleson & Co
California
$25.9K – – –
FWA
2224
Freedom Wealth Alliance
Wisconsin
$25.8K +$25.8K +260 New
GWM
2225
Guardian Wealth Management
Illinois
$25.7K +$4.16K +42 +19%
87 88
89
90 91