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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 %
Tudor Investment Corp
1801
Tudor Investment Corp
Connecticut
$248K -$4.48M -53,281 -95%
CAAS
1802
Capital Asset Advisory Services
Michigan
$248K -$26.8K -318 -10%
HA
1803
Hofer & Associates
California
$247K -$6.9K -82 -3%
B
1804
BetterWealth
California
$247K – – –
SFP
1805
Strategic Financial Partners
Oregon
$247K – – –
CFA
1806
Compass Financial Advisors
Indiana
$246K -$14.6K -173 -6%
KFI
1807
Key Financial Inc
Pennsylvania
$245K +$7.85K +93 +3%
STCOSD
1808
Sageworth Trust Company of South Dakota
South Dakota
$244K -$111K -1,314 -31%
PSIWM
1809
Paradigm Strategies in Wealth Management
Minnesota
$244K +$84 +1 +0%
DWM
1810
Darwin Wealth Management
Florida
$244K +$888 +10 +0.4%
RCWM
1811
Royal Capital Wealth Management
Indiana
$244K +$244K +2,901 New
SWA
1812
ShankerValleau Wealth Advisors
Illinois
$243K – – –
OCPWS
1813
One Charles Private Wealth Services
Massachusetts
$243K +$243K +2,889 New
WAS
1814
Wealth Advisory Solutions
Indiana
$242K -$38.2K -454 -14%
OWM
1815
Opes Wealth Management
California
$242K -$25.3K -300 -9%
CWP
1816
Concord Wealth Partners
Virginia
$242K +$13.2K +156 +6%
MCM
1817
Mendel Capital Management
Arkansas
$241K -$47.5K -564 -16%
SG
1818
Stonnington Group
California
$241K +$175 +2 +0.1%
MWP
1819
Meridian Wealth Partners
Pennsylvania
$241K +$5.49K +65 +2%
CT
1820
Colonial Trust
South Carolina
$241K +$241K +2,863 New
DCBT
1821
Dakota Community Bank & Trust
North Dakota
$241K +$241K +2,864 New
EVM
1822
Evelyn V. Moreno
$240K -$12.7K -150 -5%
DWA
1823
Dougherty Wealth Advisers
Minnesota
$239K – – –
RTS
1824
Round Table Services
New Jersey
$239K +$2.03K +24 +0.9%
WOC
1825
West Oak Capital
California
$238K – – –
71 72
73
74 75