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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 %
FMAEN1
1151
Fund Management at Engine No 1
California
$929K -$46.2K -549 -5%
CCMD
1152
Cypress Capital Management (Delaware)
Delaware
$927K -$12.6K -150 -1%
EWM
1153
Endurance Wealth Management
Rhode Island
$918K -$138K -1,643 -13%
MCM
1154
Mengis Capital Management
Oregon
$918K -$28K -332 -3%
WIM
1155
WealthPlan Investment Management
Nebraska
$916K +$916K +8,992 New
EWM
1156
Elmwood Wealth Management
California
$913K -$21.5K -255 -2%
FPAS
1157
Focus Partners Advisor Solutions
Missouri
$913K +$277K +3,292 +44%
HWP
1158
Highline Wealth Partners
California
$910K +$910K +10,805 New
IP
1159
Intellectus Partners
California
$908K +$169 +2 +0%
MS
1160
Marshall & Sullivan
Washington
$905K -$66.8K -793 -7%
BIA
1161
Bigelow Investment Advisors
Maine
$904K +$12.1K +144 +1%
BWP
1162
BSW Wealth Partners
Colorado
$903K +$54.4K +646 +6%
FIM
1163
Freedom Investment Management
Connecticut
$903K +$2.11K +25 +0.2%
WAM
1164
Winslow Asset Management
Ohio
$901K +$84.4K +1,001 +10%
JAFL
1165
Jay A. Fishman Ltd
Michigan
$897K – – –
RCG
1166
Regatta Capital Group
California
$895K +$74.1K +970 +9%
AAS
1167
Ameritas Advisory Services
Nebraska
$894K -$61.4K -729 -6%
FMTC
1168
Farmers & Merchants Trust Company
California
$893K +$11.8K +140 +1%
VCAM
1169
Van Cleef Asset Management
Ohio
$890K -$2.11K -25 -0.2%
FSCM
1170
Front Street Capital Management
Montana
$889K -$4.89K -58 -0.5%
MBTD
1171
Mechanics Bank - Trust Department
California
$888K -$41.3K -491 -4%
AIIMS
1172
Analyst IMS Investment Management Services
Israel
$886K -$5.8K -67 -0.7%
4WM
1173
44 Wealth Management
Oregon
$885K +$129K +1,530 +17%
MFS
1174
Monetta Financial Services
Illinois
$885K +$885K +10,500 New
PBC
1175
Pavion Blue Capital
California
$883K – – –
45 46
47
48 49