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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 %
PIM
1826
Penobscot Investment Management
Massachusetts
$238K – – –
OPCM
1827
Osborne Partners Capital Management
California
$238K +$238K +2,823 New
CUAMC
1828
China Universal Asset Management Company
China
$238K +$238K +2,826 New
VWM
1829
Venturi Wealth Management
Texas
$237K -$12.1K -143 -5%
SCM
1830
Stonehearth Capital Management
Massachusetts
$237K – – –
WDG
1831
Wealth Dimensions Group
Ohio
$237K +$168 +2 +0.1%
WC
1832
Wexford Capital
Florida
$237K +$237K +2,815 New
LOAMS
1833
Lombard Odier Asset Management (Switzerland)
Switzerland
$236K -$332K -3,939 -58%
PK
1834
Pflug Koory
Nebraska
$236K – – –
OCM
1835
Osterweis Capital Management
California
$235K +$1.43K +17 +0.6%
SC
1836
Sierra Capital
Florida
$234K -$82.8K -984 -26%
CCA
1837
Catalyst Capital Advisors
New York
$234K -$253 -3 -0.1%
ATWA
1838
Arbor Trust Wealth Advisors
Michigan
$234K +$9.32K +111 +4%
CWM
1839
Curi Wealth Management
North Carolina
$234K +$13.9K +165 +6%
WSC
1840
Wellington Shields & Co
New York
$233K -$84.2K -1,000 -27%
MPCG
1841
Matrix Private Capital Group
New York
$233K -$47.9K -568 -17%
FPCP
1842
Fort Point Capital Partners
California
$233K -$844 -10 -0.4%
CIA
1843
Capital Impact Advisors
Massachusetts
$232K -$154K -1,829 -40%
CFS
1844
CRA Financial Services
New Jersey
$231K -$2.11K -25 -0.9%
AAS
1845
Annex Advisory Services
Wisconsin
$230K -$24.7K -294 -10%
JFA
1846
JNBA Financial Advisors
Minnesota
$229K -$6.41K -76 -3%
CIC
1847
Cornercap Investment Counsel
Georgia
$229K -$3.78K -45 -2%
RIM
1848
Redwood Investment Management
Arizona
$229K +$229K +2,717 New
IAG
1849
Investment Advisory Group
Massachusetts
$228K +$422 +5 +0.2%
ESB
1850
Essex Savings Bank
Connecticut
$228K +$2.7K +32 +1%
72 73
74
75 76