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2,161 hedge funds and large institutions have $68.6B invested in Starbucks in 2022 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 905 increasing their positions, 838 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more funds holding in top 10

Funds holding in top 10: 36 → 58 (+22)

39% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 119

37% more call options, than puts

Call options by funds: $2.68B | Put options by funds: $1.96B

14% more capital invested

Capital invested by funds: $60B → $68.6B (+$8.58B)

2.36% more ownership

Funds ownership: 68.64% → 71% (+2.4%)

8% more repeat investments, than reductions

Existing positions increased: 905 | Existing positions reduced: 838

1% more funds holding

Funds holding: 2,141 → 2,161 (+20)

Holders
2,161
Holders Change
+20
Holders Change %
+0.93%
% of All Funds
37.22%
Holding in Top 10
58
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+61.11%
% of All Funds
1%
New
165
Increased
905
Reduced
838
Closed
119
Calls
$2.68B
Puts
$1.96B
Net Calls
+$719M
Net Calls Change
+$627M

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$813M
2
Bank of America
Bank of America
North Carolina
+$515M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$480M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$361M
5
SGA
Sustainable Growth Advisers
Connecticut
+$230M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$817M
2
Lazard Asset Management
Lazard Asset Management
New York
-$146M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$127M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$109M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$106M
Name Holding Trade Value Shares
Change 		Change in
Stake
T2I
2276
Turim 21 Investimentos
Brazil
– -$3K -43 Closed
WA
2277
Win Advisors
Florida
– -$3K -40 Closed
LWP
2278
Laurel Wealth Planning
Minnesota
– -$3K -34 Closed
SIAP
2279
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$1K -15 Closed
FBC
2280
Fairfield, Bush & Co
Connecticut
– -$1K -14 Closed
JPLA
2281
Joseph P. Lucia & Associates
New York
– -$1K -7 Closed
88 89 90 91
92

SBUX Hedge Fund Activity: Q3 2022 in Review

2,161 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2022, worth a combined $68.6B — up 14% from $60B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new SBUX positions and 119 closed out — a net gain of 46 holders — while 905 added to existing stakes and 838 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $813M. The largest seller was T. Rowe Price Associates, cutting an estimated $817M.

  • 2,161 institutional investors held Starbucks (SBUX) as of Q3 2022, up from 2,141 in Q2 2022.
  • Funds reported $68.6B of Starbucks stock for Q3 2022, up 14% quarter-over-quarter.
  • 165 funds opened new Starbucks positions in Q3 2022 and 119 closed out, a net change of +46 holders.
  • The largest Starbucks buyer in Q3 2022 was Fisher Asset Management, an estimated $813M added.
  • The largest Starbucks seller in Q3 2022 was T. Rowe Price Associates, an estimated $817M sold.

Based on aggregated 13F filings for Q3 2022.