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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 %
TWP
1776
Tempus Wealth Planning
California
$260K +$260K +3,091 New
MAWCM
1777
Mine & Arao Wealth Creation & Management
California
$259K -$16.5K -196 -6%
FANJ
1778
Financial Architects (New Jersey)
New Jersey
$259K +$259K +3,079 New
SSW
1779
Smith Shellnut Wilson
Mississippi
$258K – – –
STB
1780
S&T Bank
Pennsylvania
$258K – – –
GCA
1781
Gradient Capital Advisors
California
$258K +$33.2K +393 +15%
TWM
1782
Trevian Wealth Management
Massachusetts
$257K +$1.01K +12 +0.4%
AGAM
1783
Audent Global Asset Management
California
$255K -$727K -8,632 -74%
AWAP
1784
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$255K -$6.91K -82 -3%
SIC
1785
Sigma Investment Counselors
Michigan
$255K -$2.7K -32 -1%
AIS
1786
AM Investment Strategies
Tennessee
$255K +$337 +4 +0.1%
ALAM
1787
Asahi Life Asset Management
Japan
$253K -$17.7K -210 -7%
CAI
1788
Capital Advisors Inc
Oklahoma
$253K -$8.74K -101 -3%
AAMC
1789
Asset Allocation & Management Company
Illinois
$253K – – –
PWA
1790
Physician Wealth Advisors
Utah
$252K +$90 +1 +0%
PNC
1791
Park National Corp
Ohio
$252K +$12.6K +150 +5%
FCA
1792
FinTrust Capital Advisors
South Carolina
$251K -$25.4K -285 -9%
LCM
1793
LCM Capital Management
Illinois
$251K -$928 -11 -0.4%
SPWM
1794
Schrum Private Wealth Management
Florida
$251K – – –
MFT
1795
Moisand Fitzgerald Tamayo
Florida
$251K +$10.5K +125 +4%
PAG
1796
Private Advisory Group
Washington
$251K +$251K +2,981 New
ITIM
1797
Indiana Trust & Investment Management
Indiana
$250K -$7.16K -85 -3%
BCM
1798
Boltwood Capital Management
California
$250K -$3.45K -41 -1%
APW
1799
Axim Planning & Wealth
Ohio
$249K -$25.3K -300 -9%
ZIC
1800
ZWJ Investment Counsel
Georgia
$249K +$11.8K +140 +5%
70 71
72
73 74