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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 %
FHA
1426
Flagship Harbor Advisors
Massachusetts
$475K -$77.5K -1,015 -14%
AIP
1427
Almanack Investment Partners
Pennsylvania
$475K -$7.25K -95 -2%
RWA
1428
Ropes Wealth Advisors
Massachusetts
$474K -$59K -773 -11%
KCM
1429
KRS Capital Management
Michigan
$471K -$51.7K -678 -10%
XF
1430
XML Financial
Maryland
$471K -$30.7K -402 -6%
BFC
1431
Bedel Financial Consulting
Indiana
$471K +$27K +353 +6%
MWM
1432
Modera Wealth Management
New Jersey
$470K -$12.5K -163 -3%
LCS
1433
Levin Capital Strategies
New York
$468K – – –
DC
1434
DeDora Capital
California
$467K -$30.1K -394 -6%
SW
1435
SlateStone Wealth
Florida
$467K +$467K +6,115 New
TIM
1436
Total Investment Management
Arizona
$466K -$12.4K -162 -3%
PWAG
1437
Polaris Wealth Advisory Group
California
$465K +$31.3K +410 +7%
FBT
1438
First Bankers Trust
Kentucky
$464K -$265K -3,464 -36%
ACS
1439
Archford Capital Strategies
Illinois
$464K +$91.9K +1,202 +25%
DLCIG
1440
D.L. Carlson Investment Group
New Hampshire
$463K -$333K -4,351 -42%
EW
1441
Evoke Wealth
California
$462K -$54.5K -714 -11%
KWM
1442
Keebeck Wealth Management
Illinois
$461K -$86.2K -1,129 -16%
EP
1443
Eudaimonia Partners
Tennessee
$461K +$15.5K +203 +3%
TCM
1444
Triumph Capital Management
Colorado
$458K +$28.4K +372 +7%
GWANC
1445
Guardian Wealth Advisors (North Carolina)
North Carolina
$458K +$458K +5,990 New
RIA
1446
Realta Investment Advisors
Delaware
$456K +$31.4K +397 +7%
AIA
1447
Avalon Investment & Advisory
Texas
$455K -$140K -1,832 -24%
FMWA
1448
Forvis Mazars Wealth Advisors
Missouri
$455K +$129K +1,684 +39%
BA
1449
Ballast Advisors
Minnesota
$454K +$9.4K +123 +2%
WWA
1450
WCG Wealth Advisors
Nevada
$454K +$454K +5,949 New
56 57
58
59 60