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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 %
MCP
1851
Martin Capital Partners
Oregon
$228K +$228K +2,711 New
LCM
1852
Lewis Capital Management
California
$227K +$2.11K +25 +0.9%
BWM
1853
Baystate Wealth Management
Massachusetts
$226K +$5.74K +68 +3%
TIA
1854
Trust Investment Advisors
Indiana
$226K +$226K +2,682 New
BBA
1855
BLB&B Advisors
Pennsylvania
$226K +$226K +2,687 New
LCM
1856
Liberty Capital Management
Michigan
$224K – – –
ACG
1857
Allen Capital Group
Nebraska
$224K +$168 +2 +0.1%
CBTWT
1858
Community Bank & Trust (Waco, Texas)
Texas
$223K -$11.2K -133 -5%
CMA
1859
Cedar Mountain Advisors
Oregon
$223K +$1.01K +12 +0.5%
FNBOSM
1860
First National Bank of South Miami
Florida
$222K -$168 -2 -0.1%
LF
1861
LifeSteps Financial
California
$222K +$421 +5 +0.2%
PWC
1862
PYA Waltman Capital
Tennessee
$222K +$135K +1,597 +154%
CA
1863
Carson Advisory
Georgia
$222K +$222K +2,631 New
CCM
1864
Carlson Capital Management
Minnesota
$222K +$222K +2,631 New
HTHT
1865
Hemenway Trust Hemenway Trust
New Hampshire
$222K +$222K +2,635 New
CSIA
1866
Charles Schwab Investment Advisory
California
$221K -$9.78K -116 -4%
HWMA
1867
Heritage Wealth Management (Arizona)
Arizona
$221K +$15.2K +181 +7%
ZCM
1868
Ziegler Capital Management
Illinois
$220K +$220K +2,608 New
AWM
1869
AllSquare Wealth Management
New York
$219K – – –
EWM
1870
Endowment Wealth Management
Wisconsin
$219K +$219K +2,598 New
IDBONY
1871
Israel Discount Bank of New York
New York
$219K +$219K +2,600 New
AM
1872
Atwater Malick
Pennsylvania
$219K +$219K +2,602 New
RZH
1873
Relyea Zuckerberg Hanson
Connecticut
$218K +$218K +2,584 New
TCPWM
1874
Traverso Chambers Private Wealth Management
California
$218K +$218K +2,588 New
HI
1875
Humankind Investments
New York
$217K +$217K +2,579 New
73 74
75
76 77