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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 %
CRWM
1901
Castle Rock Wealth Management
California
$206K +$206K +2,392 New
NA
1902
Nottingham Advisors
New York
$206K +$206K +2,446 New
NRS
1903
Neville Rodie & Shaw
New York
$205K +$205K +2,431 New
DI
1904
DFPG Investments
Utah
$204K +$204K +2,301 New
BDFN
1905
Bond & Devick Financial Network
Minnesota
$204K +$204K +2,418 New
GJCM
1906
Grand Jean Capital Management
California
$204K +$204K +2,423 New
FBFS
1907
First Business Financial Services
Wisconsin
$203K +$203K +12,147 New
HFS
1908
Hantz Financial Services
Michigan
$202K -$18.7K -222 -8%
LCM
1909
Laurion Capital Management
New York
$201K -$187K -2,217 -48%
PWMG
1910
Prestige Wealth Management Group
New Jersey
$201K +$15.8K +187 +9%
FAG
1911
Financial Advisory Group
Texas
$201K +$201K +2,389 New
MCP
1912
Mirador Capital Partners
California
$200K -$102K -1,213 -34%
WPWM
1913
Western Pacific Wealth Management
Illinois
$200K -$8.16K -97 -4%
BAM
1914
Boyar Asset Management
New York
$200K +$200K +2,376 New
GD
1915
Grandfield & Dodd
New York
$200K +$200K +2,410 New
SWM
1916
Sugarloaf Wealth Management
Georgia
$199K -$8.52K -101 -4%
NFSG
1917
Newbridge Financial Services Group
Florida
$191K -$36.3K -430 -16%
CWC
1918
Carolinas Wealth Consulting
North Carolina
$186K -$56.8K -676 -23%
CSPAM
1919
Cary Street Partners Asset Management
Virginia
$186K +$186K +2,208 New
TF
1920
TimeScale Financial
Massachusetts
$184K -$2.11K -25 -1%
ACM
1921
AUA Capital Management
Pennsylvania
$183K -$23.9K -284 -12%
PA
1922
PSI Advisors
Florida
$181K +$8.51K +101 +5%
CFG
1923
CKW Financial Group
Hawaii
$175K – – –
CP
1924
Castleview Partners
Texas
$174K +$109K +1,301 +169%
MAM
1925
Marquette Asset Management
Minnesota
$170K -$674 -8 -0.4%
75 76
77
78 79