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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 %
FMWA
1476
Forvis Mazars Wealth Advisors
Missouri
$462K -$40.1K -475 -8%
SCG
1477
Sonata Capital Group
Washington
$462K -$21K -250 -4%
SMH
1478
Sanders Morris Harris
Texas
$460K -$11.6K -135 -2%
ST
1479
Spinnaker Trust
Maine
$459K – – –
NAS
1480
Nicolet Advisory Services
Wisconsin
$459K +$957 +11 +0.2%
ANTB
1481
AMG National Trust Bank
Colorado
$459K +$236K +2,797 +106%
WP
1482
WealthSource Partners
California
$457K -$72.5K -861 -14%
VHAM
1483
Van Hulzen Asset Management
California
$457K -$32.7K -388 -7%
BFA
1484
BMS Financial Advisors
South Dakota
$456K -$22.8K -271 -5%
AL
1485
Aspiriant LLC
California
$456K +$4.64K +55 +1%
NSAM
1486
North Star Asset Management
Wisconsin
$454K -$28.8K -342 -6%
FCB
1487
First Command Bank
Texas
$454K +$18K +213 +4%
FCFS
1488
First Command Financial Services
Texas
$454K +$18K +213 +4%
MCM
1489
Monument Capital Management
Virginia
$454K +$454K +5,393 New
LWM
1490
Liberty Wealth Management
California
$453K +$8.43K +100 +2%
VCM
1491
Virtue Capital Management
Tennessee
$452K +$3.88K +46 +0.9%
PCS
1492
Personal CFO Solutions
New Jersey
$452K +$43.9K +521 +11%
PP
1493
Patten & Patten
Tennessee
$450K – – –
RWM
1494
RBA Wealth Management
California
$449K -$3.88K -46 -0.9%
HWAM
1495
Hennion & Walsh Asset Management
New Jersey
$448K -$696K -8,270 -61%
CA
1496
Cornerstone Advisory
Maryland
$447K – – –
TSWM
1497
Triangle Securities Wealth Management
North Carolina
$447K +$674 +8 +0.2%
MWM
1498
Modera Wealth Management
New Jersey
$444K -$74.8K -887 -14%
LFA
1499
Legacy Financial Advisors
Kentucky
$443K +$55.5K +659 +14%
HIMC
1500
Heritage Investors Management Corp
Maryland
$442K +$18.7K +222 +4%
58 59
60
61 62