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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 %
WDL
1876
Well Done LLC
Michigan
$203K +$60.9K +798 +43%
FNBOSM
1877
First National Bank of South Miami
Florida
$202K – – –
CMA
1878
Cedar Mountain Advisors
Oregon
$201K -$5.12K -67 -2%
LF
1879
LifeSteps Financial
California
$201K -$3.44K -45 -2%
HFS
1880
Hantz Financial Services
Michigan
$200K -$29.8K -389 -13%
WAM
1881
WNY Asset Management
New York
$200K -$23.4K -305 -10%
BAAM
1882
Baker Avenue Asset Management
California
$200K +$12.4K +163 +7%
T
1883
TOBAM
France
$200K +$34.3K +449 +21%
CWM
1884
Curi Wealth Management
North Carolina
$199K -$16.6K -218 -8%
AWM
1885
AllSquare Wealth Management
New York
$199K – – –
BWM
1886
Baystate Wealth Management
Massachusetts
$199K +$839 +11 +0.4%
CWM
1887
Cedar Wealth Management
California
$195K – – –
SGA
1888
Seaport Global Advisors
Massachusetts
$191K -$84K -1,098 -31%
ACM
1889
AUA Capital Management
Pennsylvania
$188K – – –
WPWM
1890
Western Pacific Wealth Management
Illinois
$188K +$304 +4 +0.2%
SWM
1891
Sugarloaf Wealth Management
Georgia
$188K +$4.66K +61 +3%
HWMA
1892
Heritage Wealth Management (Arizona)
Arizona
$187K -$4.28K -56 -2%
WWM
1893
Wolff Wiese Magana
California
$186K +$916 +12 +0.5%
TFS
1894
TrustCore Financial Services
Tennessee
$181K +$6.26K +82 +4%
GLLW
1895
Graves Light Lenhart Wealth
Virginia
$175K – – –
PCG
1896
Private Capital Group
Connecticut
$174K -$1.26M -16,537 -88%
TF
1897
TimeScale Financial
Massachusetts
$169K -$24.6K -321 -13%
PWMG
1898
Prestige Wealth Management Group
New Jersey
$168K -$14.6K -191 -8%
CFG
1899
CKW Financial Group
Hawaii
$165K – – –
Bank of Montreal
1900
Bank of Montreal
Ontario, Canada
$159K +$12.3K +155,809 +8%
74 75
76
77 78