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Starbucks
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 %
MWM
1001
Merriman Wealth Management
Washington
$1.35M +$50.3K +597 +4%
APP
1002
Avantax Planning Partners
Iowa
$1.35M -$444K -5,274 -25%
PTB
1003
Pioneer Trust Bank
Oregon
$1.35M – – –
PA
1004
PFG Advisors
Arizona
$1.34M +$10.8K +128 +0.8%
E
1005
Ergoteles
New York
$1.33M -$4.49M -53,310 -77%
PIM
1006
Perpetual Investment Management
Australia
$1.33M -$558K -6,625 -30%
CC
1007
Chicago Capital
Illinois
$1.31M -$75.8K -900 -5%
PCM
1008
Prelude Capital Management
New York
$1.31M +$403K +4,779 +44%
SXL
1009
Summit X LLC
Missouri
$1.31M +$55.1K +655 +4%
AG
1010
Advocate Group
Minnesota
$1.31M -$420K -4,983 -24%
FWP
1011
FAS Wealth Partners
Kansas
$1.3M +$174K +2,063 +15%
GI
1012
GAMCO Investors
Connecticut
$1.3M -$40.9K -486 -3%
NAG
1013
Northstar Advisory Group
New Jersey
$1.3M +$1.3M +15,380 New
FFN
1014
Focus Financial Network
Minnesota
$1.29M -$12.3K -146 -0.9%
CNAM
1015
Campbell Newman Asset Management
Wisconsin
$1.29M -$1.43K -17 -0.1%
DSC
1016
Duncker Streett & Co
Missouri
$1.29M – – –
VCP
1017
Verus Capital Partners
Arizona
$1.29M -$107K -1,274 -8%
WIS
1018
Wright Investors Service
Connecticut
$1.29M +$854K +10,129 +196%
YC
1019
Yarbrough Capital
Tennessee
$1.29M – – –
JCM
1020
Jacobi Capital Management
Pennsylvania
$1.29M +$15.3K +182 +1%
DLA
1021
Douglas Lane & Associates
New York
$1.28M -$31.9K -379 -2%
CCM
1022
Condor Capital Management
New Jersey
$1.28M +$47.3K +561 +4%
VNA
1023
Valley National Advisers
Pennsylvania
$1.28M -$23.6K -265 -2%
UL
1024
Unionview LLC
Washington
$1.28M -$7.41K -88 -0.6%
TIM
1025
Tevis Investment Management
Texas
$1.28M +$20.5K +243 +2%
39 40
41
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