SBUX icon

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 %
EW
1501
Enzi Wealth
Texas
$440K +$440K +4,519 New
RCIM
1502
Red Cedar Investment Management
Michigan
$438K – – –
CAM
1503
Cozad Asset Management
Illinois
$438K +$8.76K +104 +2%
DCM
1504
Dupont Capital Management
Delaware
$438K +$16.2K +192 +4%
AC
1505
Apella Capital
Connecticut
$436K – – –
CWA
1506
Clarus Wealth Advisors
Arizona
$436K +$436K +5,005 New
LFAS
1507
Level Four Advisory Services
Texas
$435K -$9.01K -107 -2%
BC
1508
Bridgefront Capital
Texas
$434K +$434K +5,145 New
PG
1509
Pendal Group
Australia
$432K -$701K -8,316 -62%
HRC
1510
Hoertkorn Richard Charles
$432K – – –
RCM
1511
Radnor Capital Management
Pennsylvania
$432K – – –
JLBC
1512
J.L. Bainbridge & Co
Florida
$431K – – –
RIG
1513
Renaissance Investment Group
Massachusetts
$429K -$128K -1,534 -23%
IP
1514
Ignite Planners
California
$427K +$141K +1,652 +49%
SMC
1515
Smith, Moore & Co
Missouri
$426K +$8.92K +106 +2%
HGWM
1516
Horst & Graben Wealth Management
Oregon
$425K +$2.44K +29 +0.6%
DJSG
1517
D.J. St. Germain
Massachusetts
$424K – – –
FMN
1518
Financial Management Network
California
$423K -$1.5K -17 -0.4%
XT
1519
XTX Topco
Cayman Islands
$421K +$421K +4,994 New
SWA
1520
Sutton Wealth Advisors
Florida
$421K +$11.7K +139 +3%
RP
1521
Rice Partnership
Hawaii
$420K -$16.9K -200 -4%
SPWG
1522
Sage Private Wealth Group
Illinois
$418K +$1.1K +13 +0.3%
BTI
1523
Blue Trust Inc
Georgia
$418K +$139K +1,825 +50%
NHC
1524
Nicholas Hoffman & Company
Georgia
$417K +$84 +1 +0%
MSFS
1525
Main Street Financial Solutions
Pennsylvania
$416K +$9.36K +111 +2%
59 60
61
62 63