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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 %
APIM
1626
Agate Pass Investment Management
Washington
$338K – – –
LRIA
1627
Leonard Rickey Investment Advisors
Washington
$338K +$5.56K +66 +2%
SAM
1628
Strategy Asset Managers
California
$338K +$338K +4,009 New
ACM
1629
Alta Capital Management
Utah
$337K – – –
Aristotle Capital Management
1630
Aristotle Capital Management
California
$337K – – –
NPF
1631
Norris Perne & French
Michigan
$337K – – –
SP
1632
Successful Portfolios
Florida
$337K +$505 +6 +0.2%
IA
1633
IFG Advisors
Missouri
$337K +$3.2K +38 +1%
BWG
1634
Beta Wealth Group
California
$337K +$16.9K +200 +5%
VC
1635
Veracity Capital
Georgia
$337K +$44.3K +525 +15%
OLVIG
1636
Oliver Lagore Vanvalin Investment Group
Michigan
$336K -$28.8K -342 -8%
PP
1637
PDS Planning
Ohio
$336K -$18.2K -216 -5%
VCM
1638
Viewpoint Capital Management
Washington
$336K +$4.21K +50 +1%
MFA
1639
Mayflower Financial Advisors
Massachusetts
$335K -$6.68K -86 -2%
HBT
1640
Hills Bank & Trust
Iowa
$334K -$60.2K -714 -15%
FPWM
1641
FSB Premier Wealth Management
Iowa
$333K -$48.8K -579 -13%
NWM
1642
Northcape Wealth Management
New York
$333K +$22.7K +269 +7%
SIC
1643
Samalin Investment Counsel
New York
$332K +$50.7K +602 +18%
AAM
1644
Autus Asset Management
Arizona
$331K -$4.05K -48 -1%
LMKC
1645
L.M. Kohn & Company
Ohio
$331K -$84 -1 -0%
C
1646
Certuity
Florida
$331K +$44.3K +526 +15%
HPWM
1647
High Pines Wealth Management
Massachusetts
$331K +$73.8K +875 +29%
JSL
1648
JT Stratford LLC
Georgia
$329K -$136K -1,610 -29%
FIM
1649
Fernwood Investment Management
Massachusetts
$329K -$16.9K -200 -5%
AWG
1650
Altus Wealth Group
Colorado
$328K – – –
64 65
66
67 68