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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
$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 %
CHA
2101
Carmichael Hill & Associates
Maryland
$5K +$1.85K +24 +59%
TWP
2102
TFO Wealth Partners
Ohio
$5K +$5K +62 New
SC
2103
Stephens Consulting
Michigan
$4.28K – – –
PCM
2104
Penserra Capital Management
California
$4K -$12.5K -200 -76%
CWA
2105
Core Wealth Advisors
Florida
$4K – – –
APC
2106
Aspire Private Capital
North Carolina
$4K – – –
AA
2107
Addison Advisors
Vermont
$4K +$1.2K +15 +43%
BCMIO
2108
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$4K +50 New
T2I
2109
Turim 21 Investimentos
Brazil
$3K – – –
DI
2110
Disciplined Investments
Oklahoma
$3K +$477 +7 +19%
LWP
2111
Laurel Wealth Planning
Minnesota
$3K +$3K +34 New
WA
2112
Win Advisors
Florida
$3K +$3K +40 New
BIM
2113
Baldwin Investment Management
Pennsylvania
$2.23K -$224 -2,933 -9%
JIR
2114
James Investment Research
Ohio
$2K – – –
CIR
2115
Clear Investment Research
Georgia
$2K – – –
AFS
2116
Annapolis Financial Services
Maryland
$2K +$231 +3 +13%
BWS
2117
BCR Wealth Strategies
Alabama
$2K +$2K +20 New
VWM
2118
Valley Wealth Managers
New Jersey
$2K +$2K +29 New
PP
2119
PFS Partners
New Jersey
$1.24K – – –
SIAP
2120
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1K -$1.27M -19,053 -100%
JPLA
2121
Joseph P. Lucia & Associates
New York
$1K -$6.43K -45 -87%
UFF
2122
USA Financial Formulas
Michigan
$1K -$2.43K -34 -71%
RAM
2123
Riggs Asset Management
Pennsylvania
$1K -$1.58K -30 -61%
KSWA
2124
Kathleen S. Wright Associates
Pennsylvania
$1K – – –
JMF
2125
Johnson Midwest Financial
Iowa
$1K +$50 +1 +5%
83 84
85
86 87