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SBUX

Overview Fund Activity

2,133 hedge funds and large institutions have $59.9B invested in Starbucks in 2022 Q2 according to their latest regulatory filings, with 128 funds opening new positions, 900 increasing their positions, 902 reducing their positions, and 222 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,133
Holders Change
-129
Holders Change %
-5.7%
% of All Funds
36.07%
Holding in Top 10
36
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.7%
% of All Funds
0.61%
New
128
Increased
900
Reduced
902
Closed
222
Calls
$1.69B
Puts
$1.6B
Net Calls
+$91.5M
Net Calls Change
+$631M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$826M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$659M
3
Capital World Investors
Capital World Investors
California
+$654M
4
PIF
Public Investment Fund
Saudi Arabia
+$482M
5
Capital International Investors
Capital International Investors
California
+$416M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$761M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
-$749M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$447M
4
FIS
Fundsmith Investment Services
Mauritius
-$238M
5
BlackRock
BlackRock
New York
-$205M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
1276
Heritage Wealth Advisors
Virginia
$645K +$7.79K +102 +1%
WAOI
1277
Wealth Advisors of Iowa
Iowa
$644K +$429K +5,282 +200%
OIA
1278
OneDigital Investment Advisors
Kansas
$643K -$150K -1,958 -19%
BCA
1279
Bay Colony Advisors
Massachusetts
$642K -$45K -531 -7%
RPCONE
1280
Retirement Planning Company of New England
Rhode Island
$642K -$9.15K -120 -1%
LA
1281
LVW Advisors
New York
$641K -$1.96M -25,677 -75%
ASI
1282
Advisory Services & Investments
Oregon
$641K -$19.1K -250 -3%
AFC
1283
AFT Forsyth & Company
Florida
$639K +$4.58K +60 +0.7%
SSWM
1284
Sheets Smith Wealth Management
North Carolina
$638K -$392K -5,132 -38%
OA
1285
Oxbow Advisors
Texas
$636K – – –
CFA
1286
CWS Financial Advisors
Michigan
$636K +$11.2K +147 +2%
PFS
1287
Physicians Financial Services
North Carolina
$634K -$17.9K -235 -3%
AIM
1288
Alhambra Investment Management
Florida
$634K +$10.3K +135 +2%
PO
1289
Private Ocean
California
$633K -$163K -2,129 -20%
IHL
1290
Investment House LLC
California
$632K – – –
OFG
1291
OmniStar Financial Group
North Carolina
$629K +$1.98K +26 +0.3%
KC
1292
Knuff & Co
California
$629K +$13.4K +176 +2%
IAS
1293
IMA Advisory Services
Colorado
$625K +$619K +8,100 +10,385%
IGWM
1294
ICA Group Wealth Management
Colorado
$623K -$19.8K -228 -3%
FCA
1295
FLC Capital Advisors
California
$618K -$85.6K -1,120 -12%
SIG
1296
Sargent Investment Group
Maryland
$617K -$8.79K -115 -1%
EWA
1297
Encompass Wealth Advisors
Oregon
$616K – – –
GDP
1298
Great Diamond Partners
Maine
$615K -$138K -1,807 -18%
SFS
1299
Stiles Financial Services
Minnesota
$615K -$28.3K -370 -4%
PJSIMP
1300
P.J. Schmidt Investment Management (PJS)
Wisconsin
$614K -$191K -2,256 -24%
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