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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 %
MW
1301
Marcum Wealth
Ohio
$611K -$272K -3,561 -31%
RCAG
1302
Rehmann Capital Advisory Group
Michigan
$610K +$16.1K +211 +3%
Members Trust
1303
Members Trust
Florida
$608K -$54.5K -714 -8%
OIA
1304
Optimum Investment Advisors
Illinois
$605K – – –
Alyeska Investment Group
1305
Alyeska Investment Group
Illinois
$604K -$20.8M -272,559 -97%
ACA
1306
Aptus Capital Advisors
Alabama
$602K -$89.4K -1,171 -13%
IWA
1307
Intercontinental Wealth Advisors
Texas
$602K -$14.1K -185 -2%
HPC
1308
HM Payson & Co
Maine
$602K -$10K -131 -2%
GWSG
1309
GPS Wealth Strategies Group
Colorado
$600K +$62.7K +821 +12%
Two Sigma Investments
1310
Two Sigma Investments
New York
$599K -$27.5M -360,007 -98%
SP
1311
Symmetry Partners
Connecticut
$599K – – –
AF
1312
Advisornet Financial
Minnesota
$597K -$388K -5,076 -39%
SIM
1313
Sentry Investment Management
Wisconsin
$596K -$94.5K -1,237 -14%
SWA
1314
Stratos Wealth Advisors
Ohio
$592K -$206K -2,696 -26%
CA
1315
Cambridge Advisors
Nebraska
$592K -$38.1K -499 -6%
BCMO
1316
Buckingham Capital Management (Ohio)
Ohio
$591K +$458 +6 +0.1%
SIA
1317
Schechter Investment Advisors
Michigan
$590K +$76.8K +1,005 +15%
BFO
1318
Boston Family Office
Massachusetts
$589K -$6.8K -89 -1%
MCM
1319
Marathon Capital Management
Maryland
$589K +$589K +7,707 New
CNBTD
1320
Citizens National Bank Trust Department
Mississippi
$584K +$255K +3,345 +78%
BCM
1321
BTR Capital Management
California
$583K -$15.3K -200 -3%
CWM
1322
Chemistry Wealth Management
New York
$583K +$78.3K +1,025 +16%
NLP
1323
Next Level Private
New York
$583K +$583K +7,633 New
GFS
1324
GYL Financial Synergies
Connecticut
$581K -$24.3K -318 -4%
PFA
1325
Pure Financial Advisors
California
$581K +$335K +4,389 +137%
51 52
53
54 55