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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 %
AWG
1651
Altus Wealth Group
Colorado
$328K – – –
CBFP
1652
Cedar Brook Financial Partners
Ohio
$328K +$55.5K +659 +20%
IIC
1653
Integrated Investment Consultants
Michigan
$326K -$29.9K -355 -8%
WW
1654
Waterfront Wealth
Kansas
$325K – – –
IIM
1655
Ipswich Investment Management
Massachusetts
$325K – – –
BBNA
1656
Bremer Bank National Association
Minnesota
$323K -$115K -1,367 -26%
IA
1657
Insight Advisors
Pennsylvania
$322K -$1.26K -15 -0.4%
RS
1658
Retirement Solution
Washington
$322K +$63.2K +751 +24%
GL
1659
GHE LLC
Tennessee
$321K -$13M -32,346 -98%
CHA
1660
Cooper/Haims Advisors
New York
$320K -$29.8K -353 -9%
WPC
1661
Waters Parkerson & Co
Louisiana
$320K – – –
YWP
1662
YorkBridge Wealth Partners
New York
$320K +$320K +3,793 New
WAOI
1663
Wealth Advisors of Iowa
Iowa
$319K -$350K -4,143 -52%
RWA
1664
River Wealth Advisors
Pennsylvania
$319K +$17.2K +204 +6%
WI
1665
WrapManager Inc
California
$318K -$32.2K -383 -9%
SAM
1666
SignalPoint Asset Management
Missouri
$318K -$9.76K -116 -3%
CNC
1667
Canandaigua National Corp
New York
$318K – – –
SFP
1668
Sweet Financial Partners
Minnesota
$318K +$1.1K +13 +0.3%
JSW
1669
Journey Strategic Wealth
New Jersey
$318K +$318K +3,778 New
RFWA
1670
RPg Family Wealth Advisory
Massachusetts
$317K – – –
WWM
1671
Windsor Wealth Management
Indiana
$316K -$5.31K -61 -2%
CL
1672
CIM LLC
New York
$315K -$36.6K -420 -10%
OC
1673
Oakworth Capital
Alabama
$315K – – –
CM
1674
Columbus Macro
Pennsylvania
$314K -$2.53K -30 -0.8%
FBT
1675
First Bankers Trust
Kentucky
$313K -$198K -2,356 -39%
65 66
67
68 69