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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 %
CFO
1326
Colony Family Offices
North Carolina
$640K -$168 -2 -0%
CWM
1327
Chemistry Wealth Management
New York
$639K -$4.04K -48 -0.6%
RC
1328
Roundview Capital
New Jersey
$638K +$16.9K +201 +3%
LP
1329
LGL Partners
Pennsylvania
$636K +$245K +2,913 +63%
MCM
1330
Marathon Capital Management
Maryland
$634K -$15.2K -180 -2%
CRC
1331
Curi RMB Capital
Illinois
$634K +$14.6K +173 +2%
APA
1332
Astoria Portfolio Advisors
New York
$634K +$87.4K +1,037 +16%
OWA
1333
One Wealth Advisors
California
$634K +$634K +7,527 New
OCG
1334
Opus Capital Group
Ohio
$630K +$73.8K +875 +13%
SWA
1335
Stratos Wealth Advisors
Ohio
$629K -$23.7K -281 -4%
VI
1336
Versor Investments
New York
$628K +$628K +7,453 New
JWA
1337
JFS Wealth Advisors
Pennsylvania
$625K +$1.1K +13 +0.2%
AC
1338
AlphaCore Capital
California
$622K +$82.3K +976 +15%
HCM
1339
Howland Capital Management
Massachusetts
$621K +$9.94K +118 +2%
MGIA
1340
Moneta Group Investment Advisors
Missouri
$620K -$677K -8,037 -52%
WAG
1341
Winthrop Advisory Group
Massachusetts
$620K +$84 +1 +0%
GJIC
1342
Gamble Jones Investment Counsel
California
$620K +$9.44K +112 +2%
AB
1343
Atlas Brown
Kentucky
$617K +$1.01K +12 +0.2%
ECM
1344
Ensemble Capital Management
California
$615K -$664K -7,880 -52%
AWA
1345
Alta Wealth Advisors
Massachusetts
$615K +$8.43K +100 +1%
SEC
1346
Seven Eight Capital
New York
$613K +$613K +7,272 New
PAG
1347
Powers Advisory Group
Illinois
$608K +$7.92K +94 +1%
IFA
1348
Index Fund Advisors
California
$607K -$25.3K -300 -4%
FC
1349
Forte Capital
New York
$607K +$11.9K +141 +2%
MWM
1350
Maltin Wealth Management
New Jersey
$606K -$111K -1,321 -16%
52 53
54
55 56