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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 %
SCM
1826
Stonehearth Capital Management
Massachusetts
$223K – – –
PSIWM
1827
Paradigm Strategies in Wealth Management
Minnesota
$221K – – –
CWC
1828
Carolinas Wealth Consulting
North Carolina
$221K +$56.2K +735 +34%
SWA
1829
ShankerValleau Wealth Advisors
Illinois
$220K – – –
KPW
1830
Kore Private Wealth
New York
$219K -$46.5K -607 -18%
CCG
1831
Ceeto Capital Group
Florida
$219K +$6.35K +83 +3%
SG
1832
Stonnington Group
California
$218K +$158 +2 +0.1%
MFT
1833
Moisand Fitzgerald Tamayo
Florida
$218K +$218K +2,850 New
AGP
1834
Autumn Glory Partners
Texas
$217K -$833K -10,904 -79%
RWB
1835
RMR Wealth Builders
New Jersey
$217K -$33.3K -436 -13%
PNC
1836
Park National Corp
Ohio
$217K +$217K +2,843 New
LA
1837
LexAurum Advisors
Kansas
$216K -$22.3K -292 -9%
WOC
1838
West Oak Capital
California
$216K -$1.91K -25 -0.9%
PIM
1839
Penobscot Investment Management
Massachusetts
$216K – – –
DWA
1840
Dougherty Wealth Advisers
Minnesota
$216K – – –
SWM
1841
Scissortail Wealth Management
Oklahoma
$216K +$216K +1,844 New
WDG
1842
Wealth Dimensions Group
Ohio
$215K -$2.14K -28 -1%
ZIC
1843
ZWJ Investment Counsel
Georgia
$215K +$1.99K +26 +0.9%
RTS
1844
Round Table Services
New Jersey
$214K – – –
PK
1845
Pflug Koory
Nebraska
$214K +$3.51K +46 +2%
JFA
1846
JNBA Financial Advisors
Minnesota
$213K -$52.9K -694 -20%
MWP
1847
Meridian Wealth Partners
Pennsylvania
$213K +$42.3K +553 +25%
CBTWT
1848
Community Bank & Trust (Waco, Texas)
Texas
$212K -$105K -1,382 -33%
OCM
1849
Osterweis Capital Management
California
$212K -$21.4K -280 -9%
WIA
1850
World Investment Advisors
California
$212K -$5.25K -60 -2%
72 73
74
75 76