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Starbucks
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 %
NERM
1426
New England Research & Management
Illinois
$526K -$290K -3,445 -36%
TW
1427
Transform Wealth
Colorado
$522K -$3.12K -37 -0.6%
SA
1428
Syntax Advisors
New York
$518K -$49.8K -592 -9%
VCG
1429
Vantage Consulting Group
Virginia
$518K -$49.8K -592 -9%
LCS
1430
Levin Capital Strategies
New York
$516K – – –
BI
1431
Ballast Inc
Kentucky
$513K -$585K -6,951 -53%
BEAM
1432
Baker Ellis Asset Management
Washington
$511K +$15.2K +181 +3%
PWAG
1433
Polaris Wealth Advisory Group
California
$510K -$20K -229 -4%
FHA
1434
Flagship Harbor Advisors
Massachusetts
$510K -$13.6K -162 -3%
SIC
1435
Salem Investment Counselors
North Carolina
$510K +$22.8K +270 +5%
KWM
1436
Keebeck Wealth Management
Illinois
$509K +$84 +1 +0%
Wolverine Trading
1437
Wolverine Trading
Illinois
$508K -$41.6K -481 -8%
KWM
1438
Kolinsky Wealth Management
New Jersey
$506K +$29.8K +354 +6%
CI
1439
CX Institutional
Indiana
$505K +$220K +2,607 +77%
DC
1440
DeDora Capital
California
$504K -$10.4K -123 -2%
AIA
1441
Alera Investment Advisors
Illinois
$503K +$2.19K +26 +0.4%
RFN
1442
RDA Financial Network
Iowa
$501K -$24.7K -293 -5%
BA
1443
Ballast Advisors
Minnesota
$501K +$926 +11 +0.2%
AIA
1444
Avalon Investment & Advisory
Texas
$496K -$5.65K -67 -1%
SWRP
1445
Summit Wealth & Retirement Planning
California
$495K – – –
BC
1446
Belmont Capital
California
$495K – – –
RI
1447
Ridgewood Investments
New Jersey
$494K -$48.9K -580 -9%
BWM
1448
Blossom Wealth Management
California
$493K -$1.26K -15 -0.3%
CBT
1449
CoreFirst Bank & Trust
Kansas
$492K +$6.32K +75 +1%
SAM
1450
Sompo Asset Management
Japan
$492K +$233K +2,760 +90%
56 57
58
59 60