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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 %
KA
2301
KLCM Advisors
Wisconsin
– -$212K -2,326 Closed
YWS
2302
Yarger Wealth Strategies
Ohio
– -$212K -2,326 Closed
PWM
2303
Prentice Wealth Management
New York
– -$211K -2,322 Closed
PHAM
2304
Palisades Hudson Asset Management
Florida
– -$211K -2,320 Closed
MA
2305
Modus Advisors
Minnesota
– -$207K -2,280 Closed
BFC
2306
Blue Fin Capital
Rhode Island
– -$207K -2,279 Closed
AWAG
2307
ARS Wealth Advisors Group
Florida
– -$206K -2,262 Closed
MWPCG
2308
Measured Wealth Private Client Group
New Hampshire
– -$206K -2,261 Closed
WA
2309
Wealth Architects
California
– -$205K -2,257 Closed
WC
2310
Whitney & Co
New York
– -$205K -2,250 Closed
BCAM
2311
Boston Common Asset Management
Massachusetts
– -$205K -2,250 Closed
FNC
2312
First National Corp
Massachusetts
– -$204K -2,247 Closed
AA
2313
Advisory Alpha
Michigan
– -$204K -2,244 Closed
EWM
2314
Endowment Wealth Management
Wisconsin
– -$204K -2,239 Closed
EWA
2315
Evolution Wealth Advisors
Florida
– -$204K -2,238 Closed
DA
2316
Detalus Advisors
Missouri
– -$203K -2,233 Closed
MWA
2317
Meridian Wealth Advisors
Texas
– -$203K -2,231 Closed
MIAS
2318
Mason Investment Advisory Services
Virginia
– -$202K -2,223 Closed
SAA
2319
Southeast Asset Advisors
Georgia
– -$202K -2,215 Closed
ATFA
2320
All Terrain Financial Advisors
Minnesota
– -$201K -2,208 Closed
TFCP
2321
Twin Focus Capital Partners
Massachusetts
– -$200K -2,202 Closed
SLWA
2322
San Luis Wealth Advisors
California
– -$233K -1,996 Closed
T
2323
TCWP
Ohio
– -$180K -1,980 Closed
GCM
2324
Gladius Capital Management
Illinois
– -$158K -1,734 Closed
CWP
2325
Curated Wealth Partners
California
– -$201K -1,706 Closed
91 92
93
94 95