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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 %
AA
2126
Addison Advisors
Vermont
$5K +$614 +7 +14%
UFF
2127
USA Financial Formulas
Michigan
$5K +$3.77K +43 +307%
SIC
2128
SJS Investment Consulting
Ohio
$5K +$5K +53 New
SC
2129
Stephens Consulting
Michigan
$4.72K – – –
HFM
2130
Hartford Financial Management
Connecticut
$4K -$7.62K -80 -66%
CWA
2131
Core Wealth Advisors
Florida
$4K – – –
APC
2132
Aspire Private Capital
North Carolina
$4K – – –
DI
2133
Disciplined Investments
Oklahoma
$4K +$89 +1 +2%
JIR
2134
James Investment Research
Ohio
$3K – – –
RCM
2135
Raleigh Capital Management
North Carolina
$3K +$3K +40 New
BIM
2136
Baldwin Investment Management
Pennsylvania
$2.24K -$225 -2,669 -9%
BWS
2137
BCR Wealth Strategies
Alabama
$2K – – –
VWM
2138
Valley Wealth Managers
New Jersey
$2K – – –
RAM
2139
Riggs Asset Management
Pennsylvania
$2K – – –
CIR
2140
Clear Investment Research
Georgia
$2K – – –
PP
2141
PFS Partners
New Jersey
$1.38K – – –
PWP
2142
Principle Wealth Partners
Connecticut
$1.02K +$121 +1,440 +13%
GKIM
2143
GW&K Investment Management
Massachusetts
$1K -$9.8K -98 -91%
WA
2144
WestEnd Advisors
North Carolina
$1K -$143 -1 -13%
KSWA
2145
Kathleen S. Wright Associates
Pennsylvania
$1K – – –
EC
2146
EdgeRock Capital
Colorado
$1K +$1K +14 New
EWM
2147
Executive Wealth Management
Michigan
$942 -$10.2K -10,161 -92%
FHC
2148
First Heartland Consultants
Missouri
$423 +$17 +201 +4%
FGAM
2149
Financial Gravity Asset Management
Texas
$350 -$678 -5,254 -66%
PI
2150
PFS Investments
Georgia
$268 +$268 +3,183 New
84 85
86
87 88