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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 %
NAM
1701
NTV Asset Management
West Virginia
$298K -$26.8K -318 -8%
HHGA
1702
Halbert Hargrove Global Advisors
California
$298K +$24.2K +287 +9%
BEC
1703
Blue Edge Capital
Virginia
$298K – – –
FWA
1704
FSM Wealth Advisors
Ohio
$297K +$19.2K +228 +7%
BIP
1705
Blueprint Investment Partners
North Carolina
$297K +$297K +3,527 New
BWP
1706
Balboa Wealth Partners
Arizona
$297K +$297K +3,529 New
OFG
1707
Omega Financial Group
California
$295K – – –
CCM
1708
CTC Capital Management
Illinois
$295K +$295K +3,500 New
CA
1709
Callahan Advisors
Texas
$294K -$174K -2,066 -37%
EIP
1710
Ellis Investment Partners
Pennsylvania
$294K +$588 +7 +0.2%
CLOS
1711
Compagnie Lombard Odier SCmA
Switzerland
$293K -$1.2M -14,225 -80%
NCM
1712
Northwest Capital Management
Oregon
$293K -$11.1K -131 -4%
WPP
1713
Whalerock Point Partners
Rhode Island
$292K – – –
FBT
1714
First Bank & Trust
South Dakota
$292K – – –
WCWM
1715
Willow Creek Wealth Management
California
$291K – – –
HWM
1716
Horizon Wealth Management
Illinois
$291K +$27.3K +324 +10%
BWA
1717
BDO Wealth Advisors
Florida
$290K -$21K -249 -7%
MS
1718
Mizuho Securities
Japan
$290K +$253K +3,009 +690%
HC
1719
Hendley & Co
Ohio
$288K -$423K -5,020 -59%
CIS
1720
Continental Investors Services
Washington
$287K +$253 +3 +0.1%
HH
1721
Hilltop Holdings
Texas
$287K +$40.5K +480 +16%
BONH
1722
Bank of New Hampshire
New Hampshire
$285K -$5.91K -70 -2%
QC
1723
Quent Capital
New York
$285K +$32.5K +385 +13%
SC
1724
Saturna Capital
Washington
$284K +$3.37K +40 +1%
WFMPM
1725
Woodley Farra Manion Portfolio Management
Indiana
$283K -$153K -1,820 -35%
67 68
69
70 71