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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 %
Members Trust
1226
Members Trust
Florida
$803K +$133K +1,573 +20%
HSA
1227
HBK Sorce Advisory
Pennsylvania
$802K -$8.51K -101 -1%
RA
1228
RFG Advisory
Alabama
$800K -$177K -1,906 -18%
TCM
1229
Tradewinds Capital Management
Washington
$800K +$253 +3 +0%
PO
1230
Private Ocean
California
$799K +$101K +1,200 +14%
CHJWM
1231
Carlton Hofferkamp & Jenks Wealth Management
Texas
$795K -$17.7K -200 -2%
GIM
1232
Grassi Investment Management
California
$795K +$16.9K +200 +2%
VA
1233
Valmark Advisers
Ohio
$794K -$29.7K -353 -4%
FFWA
1234
FRG Family Wealth Advisors
Washington
$793K -$8.09K -96 -1%
GGI
1235
GPM Growth Investors
Michigan
$792K -$1.05M -12,472 -57%
HI
1236
Horizon Investments
North Carolina
$790K -$30.3K -362 -4%
BCM
1237
Brown Capital Management
Maryland
$788K -$7.42K -88 -0.9%
KAM
1238
Knightsbridge Asset Management
California
$784K +$1.1K +13 +0.1%
TFA
1239
Triad Financial Advisors
North Carolina
$779K +$1.52K +18 +0.2%
BL
1240
Balentine LLC
Georgia
$779K +$301K +3,575 +63%
EM
1241
Excalibur Management
Massachusetts
$777K +$38.7K +460 +5%
CA
1242
Claro Advisors
Massachusetts
$771K – – –
WBCM
1243
Wilson & Boucher Capital Management
California
$771K +$84 +1 +0%
SIC
1244
Sterling Investment Counsel
New York
$770K +$84 +1 +0%
CL
1245
Choreo LLC
Illinois
$769K +$6.07K +72 +0.8%
Flossbach Von Storch
1246
Flossbach Von Storch
Germany
$769K +$769K +9,121 New
FAG
1247
Fortitude Advisory Group
Washington
$766K -$5.65K -67 -0.7%
KMWM
1248
Keudell/Morrison Wealth Management
Oregon
$765K -$38.5K -457 -5%
PTC
1249
Private Trust Company
Ohio
$763K -$222K -2,636 -23%
Financial Engines Advisors
1250
Financial Engines Advisors
California
$763K -$19.4K -230 -2%
48 49
50
51 52