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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
$810M
2
Bank of America
Bank of America
North Carolina
$2.32B
3
Capital Research Global Investors
Capital Research Global Investors
California
$2.13B
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
$761M
5
SGA
Sustainable Growth Advisers
Connecticut
$228M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$335M
2
CW
Connectus Wealth
Ohio
$34.2M
3
Lazard Asset Management
Lazard Asset Management
New York
$153M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
$99.6M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$1.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
2026
Lee Financial
Texas
$45K +$1.02K +12 +2%
DIP
2027
DT Investment Partners
Pennsylvania
$44K +$44K +528 New
AWM
2028
Ameliora Wealth Management
Switzerland
$43K +$43K +500 New
SPWM
2029
Spartan Planning & Wealth Management
North Carolina
$42K +$42K +495 New
Credit Agricole
2030
Credit Agricole
France
$41K – – –
FCT
2031
First Community Trust
Iowa
$40K -$2.38K -28 -6%
MWM
2032
Mascoma Wealth Management
New Hampshire
$40K – – –
RA
2033
Rational Advisors
New York
$40K +$2.35K +28 +6%
BIA
2034
Bell Investment Advisors
California
$40K +$12.3K +147 +44%
IFS
2035
Intelligent Financial Strategies
Minnesota
$39K – – –
GG
2036
Gleason Group
Kentucky
$38K +$168 +2 +0.4%
BSB
2037
Bangor Savings Bank
Maine
$37K -$169 -2 -0.5%
CPFP
2038
Clear Perspectives Financial Planning
Ohio
$35K – – –
PCFFS
2039
Pacific Center for Financial Services
California
$35K +$8.01K +94 +30%
WWP
2040
WR Wealth Planners
Missouri
$35K – – –
KLWA
2041
Kelly Lawrence W & Associates
California
$34K – – –
SA
2042
SRH Advisors
Kansas
$34K – – –
FCG
2043
Financial Connections Group
California
$33K – – –
EIM
2044
Essex Investment Management
Massachusetts
$32K – – –
ACM
2045
Antonetti Capital Management
Florida
$32K – – –
JWM
2046
Janiczek Wealth Management
Colorado
$32K – – –
ARMC
2047
American Research & Management Company
Massachusetts
$32K +$4.27K +50 +15%
AIM
2048
Axiom Investment Management
New York
$32K +$32K +390 New
CWM
2049
Castle Wealth Management
Florida
$31K +$750 +9 +2%
SOW
2050
State of Wyoming
Wyoming
$31K +$30.8K +372 +12,400%
80 81
82
83 84