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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 %
THWM
1751
Taylor Hoffman Wealth Management
Virginia
$255K – – –
MPCG
1752
Matrix Private Capital Group
New York
$254K +$12.2K +160 +5%
WAS
1753
Wealth Advisory Solutions
Indiana
$254K +$254K +3,330 New
LA
1754
Latitude Advisors
Florida
$252K -$380K -4,973 -60%
AOWM
1755
Alpha Omega Wealth Management
Virginia
$251K -$22.9K -300 -8%
BCP
1756
Blue Chip Partners
Michigan
$251K -$18.2K -238 -7%
MAWCM
1757
Mine & Arao Wealth Creation & Management
California
$250K +$153K +2,003 +158%
WEG
1758
World Equity Group
Illinois
$249K +$24.2K +317 +11%
CAAS
1759
Capital Asset Advisory Services
Michigan
$249K -$147K -1,917 -37%
RW
1760
REDW Wealth
New Mexico
$249K +$76 +1 +0%
APW
1761
Axim Planning & Wealth
Ohio
$249K +$249K +3,255 New
IFPG
1762
Intrepid Financial Planning Group
Indiana
$249K +$249K +3,255 New
WIC
1763
Woodmont Investment Counsel
Tennessee
$249K +$249K +3,259 New
SA
1764
Strategic Advisors
New York
$248K -$1.09M -14,350 -82%
HHGA
1765
Halbert Hargrove Global Advisors
California
$248K -$37.1K -486 -13%
BFA
1766
Bill Few Associates
Pennsylvania
$248K -$25.2K -330 -9%
CBFP
1767
Cedar Brook Financial Partners
Ohio
$247K -$31.9K -417 -11%
SRC
1768
Sage Rhino Capital
California
$247K +$27.3K +358 +12%
CAL
1769
Capital Advisors Ltd
Ohio
$247K +$36.2K +473 +17%
CIA
1770
Cladis Investment Advisory
Montana
$246K – – –
LHC
1771
Little House Capital
Massachusetts
$245K -$19K -249 -7%
TWM
1772
Tolleson Wealth Management
Texas
$245K – – –
CC
1773
Centiva Capital
New York
$245K +$245K +3,205 New
ALAM
1774
Asahi Life Asset Management
Japan
$245K +$245K +3,210 New
PWM
1775
PBMares Wealth Management
Virginia
$243K +$153 +2 +0.1%
69 70
71
72 73