SBUX icon

Starbucks
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
$1.83B
2
Capital Research Global Investors
Capital Research Global Investors
California
$1.5B
3
Capital World Investors
Capital World Investors
California
$808M
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
$3.03M
2
Fundsmith LLP
Fundsmith LLP
United Kingdom
$0
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
4
FIS
Fundsmith Investment Services
Mauritius
$0
5
BlackRock
BlackRock
New York
$5.65B
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
2051
Acima Private Wealth
Virginia
$19.9K – – –
CCA
2052
Column Capital Advisors
Indiana
$19K – – –
CWA
2053
Carolina Wealth Advisors
South Carolina
$19K – – –
GAG
2054
Goodman Advisory Group
Massachusetts
$19K +$19K +250 New
EL
2055
EMFO LLC
Florida
$18K – – –
JGIA
2056
Jackson Grant Investment Advisers
Connecticut
$18K +$4.48K +60 +33%
FSWA
2057
Financial Synergies Wealth Advisors
Texas
$17.3K +$17.3K +226 New
CP
2058
Castleview Partners
Texas
$16.1K -$26.1K -1,248 -62%
DRS
2059
Deane Retirement Strategies
Louisiana
$16K – – –
GWMIA
2060
Global Wealth Management Investment Advisory
Florida
$16K – – –
KC
2061
Kenfarb & Co
Kentucky
$16K – – –
GWM
2062
Guardian Wealth Management
Illinois
$16K +$74 +1 +0.5%
RG
2063
Retirement Group
California
$16K +$4.84K +65 +43%
ECM
2064
Estabrook Capital Management
New York
$15.7K – – –
FMTCOCP
2065
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15K -$93.8K -1,250 -86%
CFN
2066
Cordasco Financial Network
Florida
$15K -$28.1K -375 -65%
COCM
2067
Charter Oak Capital Management
New Hampshire
$15K -$1.45K -19 -9%
MRCM
2068
M&R Capital Management
New Jersey
$15K – – –
SC
2069
Solstein Capital
California
$15K – – –
OAJ
2070
Ogorek Anthony Joseph
New York
$15K – – –
LJHT
2071
Laurie J. Hall Trustee
$14K – – –
WWM
2072
Wagner Wealth Management
South Carolina
$14K +$14K +187 New
TCCM
2073
Timber Creek Capital Management
Massachusetts
$13K – – –
AIP
2074
Ahrens Investment Partners
Louisiana
$13K – – –
JWBC
2075
John W. Brooker & Co
California
$13K +$76 +1 +0.6%
81 82
83
84 85