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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
1
Fisher Asset Management
Washington
$810M
2
Bank of America
2
Bank of America
North Carolina
$2.32B
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$2.13B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$761M
5
SGA
5
Sustainable Growth Advisers
Connecticut
$228M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$335M
2
CW
2
Connectus Wealth
Ohio
$34.2M
3
Lazard Asset Management
3
Lazard Asset Management
New York
$153M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$99.6M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.91B
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
2076
Providence Capital Advisors
North Carolina
$20K -$4.62M -53,600 -100%
EL
2077
EMFO LLC
Florida
$20K – – –
JGIA
2078
Jackson Grant Investment Advisers
Connecticut
$20K – – –
TCM
2079
TD Capital Management
Tennessee
$20K +$20K +239 New
FSWA
2080
Financial Synergies Wealth Advisors
Texas
$19.4K +$337 +4 +2%
AFS
2081
Annapolis Financial Services
Maryland
$19K +$16.8K +195 +750%
GWM
2082
Guardian Wealth Management
Illinois
$18K +$83 +1 +0.5%
ECM
2083
Estabrook Capital Management
New York
$17.9K +$590 +7 +3%
AP
2084
Atwood & Palmer
Missouri
$17K -$46.8K -550 -73%
CDIA
2085
Capital Directions Investment Advisors
Georgia
$17K -$31K -410 Closed
FMTCOCP
2086
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K – – –
DRS
2087
Deane Retirement Strategies
Louisiana
$17K – – –
MRCM
2088
M&R Capital Management
New Jersey
$16K – – –
SC
2089
Solstein Capital
California
$16K – – –
OAJ
2090
Ogorek Anthony Joseph
New York
$16K – – –
HI
2091
Hoey Investments
Pennsylvania
$15K -$76.3K -880 -84%
LJHT
2092
Laurie J. Hall Trustee
$15K – – –
KC
2093
Kenfarb & Co
Kentucky
$15K – – –
CL
2094
COWA LLC
Oklahoma
$15K +$15K +183 New
WWM
2095
Wagner Wealth Management
South Carolina
$14K -$1.77K -21 -11%
TCCM
2096
Timber Creek Capital Management
Massachusetts
$14K – – –
JWBC
2097
John W. Brooker & Co
California
$14K +$81 +1 +0.6%
SAM
2098
Selway Asset Management
$14K +$14K +167 New
FP
2099
Financial Perspectives
Minnesota
$12.2K – – –
HIIFS
2100
Harel Insurance Investments & Financial Services
Israel
$12K -$30.6K -372 -72%
82 83
84
85 86