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SBUX

Overview Fund Activity

2,400 hedge funds and large institutions have $93B invested in Starbucks in 2021 Q4 according to their latest regulatory filings, with 329 funds opening new positions, 1,003 increasing their positions, 802 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,400
Holders Change
+157
Holders Change %
+7%
% of All Funds
37.07%
Holding in Top 10
58
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-3.33%
% of All Funds
0.9%
New
329
Increased
1,003
Reduced
802
Closed
138
Calls
$1.74B
Puts
$3.18B
Net Calls
-$1.44B
Net Calls Change
-$162M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$968M
2
BlackRock
BlackRock
New York
+$897M
3
State Street
State Street
Massachusetts
+$193M
4
Millennium Management
Millennium Management
New York
+$182M
5
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$118M

Top Sellers

1
MAM
Magellan Asset Management
Australia
-$1.16B
2
Fisher Asset Management
Fisher Asset Management
Washington
-$598M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$346M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$323M
5
American Century Companies
American Century Companies
Missouri
-$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
FAIM
601
Financial Advocates Investment Management
Washington
$6.31M +$2.37M +20,221 +60%
Wolverine Trading
602
Wolverine Trading
Illinois
$6.31M +$818K +7,034 +15%
FCH
603
Freestone Capital Holdings
Washington
$6.31M +$657K +5,614 +12%
IIC
604
Ironwood Investment Counsel
Arizona
$6.3M +$229K +1,954 +4%
SCM
605
Stonebridge Capital Management
California
$6.29M -$246K -2,100 -4%
BTWM
606
Baker Tilly Wealth Management
Wisconsin
$6.26M +$721K +6,162 +13%
IAA
607
Independent Advisor Alliance
North Carolina
$6.26M +$653K +5,581 +12%
HA
608
Hamel Associates
New Jersey
$6.25M -$49.7K -425 -0.8%
NIG
609
NFJ Investment Group
Texas
$6.21M – – –
EWM
610
Evercore Wealth Management
New York
$6.16M -$311K -2,655 -5%
NW
611
NewEdge Wealth
Pennsylvania
$6.15M +$6.15M +52,606 New
MC
612
Miramar Capital
Illinois
$6.15M +$517K +4,420 +9%
EIA
613
Eastover Investment Advisors
North Carolina
$6.13M +$78.3K +669 +1%
NSIM
614
North Star Investment Management
Illinois
$6.11M +$223K +1,904 +4%
CCFCSB
615
Cape Cod Five Cents Savings Bank
Massachusetts
$6.11M -$46.6K -398 -0.8%
DP
616
Dearborn Partners
Illinois
$6.09M +$328K +2,808 +6%
ACA
617
Aptus Capital Advisors
Alabama
$6.08M +$750K +6,412 +14%
PP
618
Paloma Partners
Connecticut
$6.08M +$6.08M +52,000 New
GF
619
Gabelli Funds
New York
$6.08M +$228K +1,950 +4%
ASN
620
Advisory Services Network
Georgia
$6.06M +$432K +3,696 +8%
OHIS
621
Oak Harvest Investment Services
Texas
$6.06M +$481K +4,112 +9%
SWP
622
Stratos Wealth Partners
Ohio
$6.06M +$155K +1,328 +3%
GKWIM
623
Gerber Kawasaki Wealth & Investment Management
California
$6.02M +$141K +1,214 +2%
BA
624
Bristlecone Advisors
Washington
$5.9M -$562K -4,805 -9%
Rafferty Asset Management
625
Rafferty Asset Management
New York
$5.88M +$869K +7,431 +17%
23 24
25
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