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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 %
SSG
1301
Summit Securities Group
New York
$681K +$597K +7,084 +708%
EWA
1302
Encompass Wealth Advisors
Oregon
$680K – – –
IWS
1303
Insight Wealth Strategies
California
$680K – – –
GVAG
1304
Great Valley Advisor Group
Delaware
$679K +$120K +1,427 +22%
CP
1305
Capital Planning
Washington
$678K -$80.1K -951 -11%
CCM
1306
Chiron Capital Management
Florida
$676K -$194K -2,300 -22%
RPCONE
1307
Retirement Planning Company of New England
Rhode Island
$675K -$34.1K -405 -5%
HWA
1308
Heritage Wealth Advisors
Virginia
$675K -$36.7K -436 -5%
CWM
1309
C2C Wealth Management
Arizona
$673K -$109K -1,234 -14%
MW
1310
Marcum Wealth
Ohio
$672K -$1.77K -21 -0.3%
NW
1311
Naviter Wealth
Arkansas
$671K +$30.8K +366 +5%
BCA
1312
Bay Colony Advisors
Massachusetts
$670K +$31.6K +375 +5%
PFS
1313
Physicians Financial Services
North Carolina
$669K -$30.8K -365 -4%
OIA
1314
Optimum Investment Advisors
Illinois
$668K +$506 +6 +0.1%
SP
1315
Symmetry Partners
Connecticut
$661K – – –
MIM
1316
Moseley Investment Management
Florida
$660K +$98.4K +1,167 +18%
KC
1317
Knuff & Co
California
$658K -$35.9K -426 -5%
ACA
1318
Aptus Capital Advisors
Alabama
$654K -$10.2K -121 -2%
FF
1319
FourThought Financial
Florida
$648K -$104K -1,239 -14%
AWA
1320
Arkadios Wealth Advisors
Georgia
$647K +$85.5K +1,014 +15%
WAP
1321
Wealthcare Advisory Partners
Pennsylvania
$645K +$12.6K +150 +2%
PJSIMP
1322
P.J. Schmidt Investment Management (PJS)
Wisconsin
$642K – – –
GFS
1323
GYL Financial Synergies
Connecticut
$642K +$1.26K +15 +0.2%
CA
1324
Cambridge Advisors
Nebraska
$641K -$11.5K -136 -2%
PFA
1325
Pure Financial Advisors
California
$640K -$758 -9 -0.1%
51 52
53
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