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SBUX

Overview Fund Activity

2,153 hedge funds and large institutions have $68.5B invested in Starbucks in 2022 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 900 increasing their positions, 836 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,153
Holders Change
+20
Holders Change %
+0.94%
% of All Funds
37.23%
Holding in Top 10
57
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+58.33%
% of All Funds
0.99%
New
165
Increased
900
Reduced
836
Closed
119
Calls
$2.68B
Puts
$1.96B
Net Calls
+$717M
Net Calls Change
+$626M

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$806M
2
Bank of America
Bank of America
North Carolina
+$511M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$476M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$358M
5
SGA
Sustainable Growth Advisers
Connecticut
+$228M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$811M
2
CW
Connectus Wealth
Ohio
-$193M
3
Lazard Asset Management
Lazard Asset Management
New York
-$145M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$126M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
526
Chimera Capital Management
New York
$5.67M +$5.67M +67,335 New
V
527
Veritable
Delaware
$5.66M -$292K -3,466 -5%
VWA
528
Visionary Wealth Advisors
Illinois
$5.65M +$646K +7,672 +13%
MLICM
529
Metropolitan Life Insurance Company (MetLife)
New York
$5.65M -$65.4K -776 -1%
AI
530
Abanco Investors
Rhode Island
$5.64M +$5.64M +66,892 New
RWP
531
RWA Wealth Partners
Massachusetts
$5.61M +$238K +2,822 +4%
CGPCS
532
Capital Group Private Client Services
California
$5.61M +$1.77M +20,971 +46%
NL
533
NWAM LLC
Washington
$5.61M -$67.6K -802 -1%
AssetMark Inc
534
AssetMark Inc
California
$5.6M +$955K +11,333 +21%
RHDIC
535
R.H. Dinel Investment Counsel
California
$5.57M – – –
BFIC
536
Bedell Frazier Investment Counselling
California
$5.57M -$1.52M -17,986 -21%
EIA
537
Eastover Investment Advisors
North Carolina
$5.56M +$75K +862 +1%
CIA
538
Covington Investment Advisors
Pennsylvania
$5.55M +$96.9K +1,150 +2%
GC
539
Grimes & Company
Massachusetts
$5.55M +$327K +3,886 +6%
BFA
540
Bragg Financial Advisors
North Carolina
$5.53M +$434K +5,155 +9%
ZIG
541
Zuckerman Investment Group
Illinois
$5.53M +$22.2K +263 +0.4%
IA
542
IFP Advisors
Florida
$5.45M +$270K +4,595 +5%
CAG
543
Crestwood Advisors Group
Massachusetts
$5.42M +$18.9K +224 +0.3%
PCIA
544
Prime Capital Investment Advisors
Kansas
$5.38M -$1.02M -12,130 -16%
FT
545
Fiduciary Trust
Massachusetts
$5.38M -$119K -1,411 -2%
NCM
546
Novare Capital Management
North Carolina
$5.37M +$237K +2,813 +5%
AC
547
Addenda Capital
Quebec, Canada
$5.36M +$5.36M +63,615 New
RC
548
Reik & Co
New York
$5.34M +$59K +700 +1%
IFAM
549
Institutional & Family Asset Management
Colorado
$5.32M +$1.18M +14,060 +29%
CCG
550
Cypress Capital Group
Florida
$5.32M -$27K -320 -0.5%
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