SBUX icon

Starbucks
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 %
CFO
1326
Colony Family Offices
North Carolina
$581K +$581K +7,603 New
NW
1327
Naviter Wealth
Arkansas
$580K +$580K +7,597 New
BWM
1328
Bulltick Wealth Management
Florida
$580K +$168K +2,194 +41%
PPW
1329
Parcion Private Wealth
Washington
$577K -$33.4K -399 -5%
FPAS
1330
Focus Partners Advisor Solutions
Missouri
$577K +$70.5K +922 +14%
JWM
1331
Jeppson Wealth Management
California
$577K +$164K +2,147 +40%
WAP
1332
Wealthcare Advisory Partners
Pennsylvania
$574K +$82.9K +1,085 +17%
IFA
1333
Index Fund Advisors
California
$573K +$535 +7 +0.1%
CIM
1334
CIM Investment Management
Pennsylvania
$570K -$578K -7,556 -50%
PM
1335
Phraction Management
Connecticut
$567K -$78.7K -1,030 -12%
JWA
1336
JFS Wealth Advisors
Pennsylvania
$566K +$9.32K +122 +2%
FCBT
1337
First Citizens Bank & Trust
North Carolina
$563K -$45.8K -599 -8%
RC
1338
Roundview Capital
New Jersey
$563K +$16.7K +218 +3%
BFM
1339
Boston Financial Management
Massachusetts
$563K +$34.5K +451 +7%
WAG
1340
Winthrop Advisory Group
Massachusetts
$562K -$24.6K -322 -4%
CRC
1341
Curi RMB Capital
Illinois
$561K -$10.4M -135,648 -95%
AB
1342
Atlas Brown
Kentucky
$559K -$16.2K -212 -3%
Acadian Asset Management
1343
Acadian Asset Management
Massachusetts
$555K -$3.64M -47,593 -87%
GJIC
1344
Gamble Jones Investment Counsel
California
$554K -$39.1K -512 -7%
HCM
1345
Howland Capital Management
Massachusetts
$554K -$2.14K -28 -0.4%
SIA
1346
Soltis Investment Advisors
Utah
$554K +$81K +1,061 +17%
AC
1347
Abbrea Capital
California
$553K -$121K -1,586 -18%
CF
1348
Centaurus Financial
California
$550K -$420K -5,490 -43%
AWA
1349
Alta Wealth Advisors
Massachusetts
$550K -$764 -10 -0.1%
PG
1350
Patten Group
Tennessee
$549K +$6.66K +84 +1%
52 53
54
55 56