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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 %
SP
1651
Successful Portfolios
Florida
$305K -$3.97K -52 -1%
IA
1652
IFG Advisors
Missouri
$303K -$155K -2,025 -34%
AAM
1653
Autus Asset Management
Arizona
$303K +$18.1K +237 +6%
CAP
1654
Columbia Advisory Partners
Washington
$303K +$93.6K +1,223 +45%
AIC
1655
Archer Investment Corporation
Indiana
$302K +$15.4K +201 +5%
IP
1656
Investment Partners
Ohio
$302K +$18.8K +246 +7%
VCM
1657
Viewpoint Capital Management
Washington
$301K – – –
LRIA
1658
Leonard Rickey Investment Advisors
Washington
$301K +$611 +8 +0.2%
BDF
1659
Balasa Dinverno & Foltz
$301K +$13.3K +174 +5%
LMKC
1660
L.M. Kohn & Company
Ohio
$301K +$26.6K +347 +10%
FCFC
1661
First Commonwealth Financial Corp
Pennsylvania
$300K +$382 +5 +0.1%
TRIA
1662
Trail Ridge Investment Advisors
Colorado
$299K – – –
TWM
1663
TMD Wealth Management
Arizona
$298K – – –
ATC
1664
Adirondack Trust Company
New York
$297K +$1.45K +19 +0.5%
IIM
1665
Ipswich Investment Management
Massachusetts
$295K -$25.2K -330 -8%
HIC
1666
Holderness Investments Company
North Carolina
$295K +$687 +9 +0.2%
NAM
1667
NTV Asset Management
West Virginia
$294K +$23.1K +303 +9%
RCG
1668
Resource Consulting Group
Florida
$293K – – –
EP
1669
EPIQ Partners
Minnesota
$292K +$6.35K +83 +2%
WWM
1670
Windsor Wealth Management
Indiana
$291K -$727K -9,221 -71%
WPC
1671
Waters Parkerson & Co
Louisiana
$290K -$11.1K -146 -4%
WW
1672
Waterfront Wealth
Kansas
$290K – – –
BWG
1673
Beta Wealth Group
California
$290K +$22.9K +300 +9%
WSCM
1674
Wellington Shields Capital Management
New York
$289K -$172K -2,250 -37%
CNC
1675
Canandaigua National Corp
New York
$289K -$21.4K -280 -7%
65 66
67
68 69