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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 %
PCA
751
Providence Capital Advisors
North Carolina
$4.06M -$58.1K -497 -1%
MIAN
752
Mariner Independent Advisor Network
Kansas
$4.05M -$525K -4,494 -11%
HZ
753
Hixon Zuercher
Ohio
$4.01M +$198K +1,689 +5%
AAS
754
Avantax Advisory Services
Texas
$4M +$70.5K +603 +2%
BFPW
755
BOK Financial Private Wealth
Colorado
$4M -$88.7K -758 -2%
HW
756
Hedeker Wealth
Illinois
$3.99M -$39.2K -335 -1%
PTC
757
Philadelphia Trust Company
Pennsylvania
$3.98M -$6.57M -56,174 -62%
BMWM
758
Brown Miller Wealth Management
Virginia
$3.97M +$89.1K +762 +2%
EWM
759
Empirical Wealth Management
Washington
$3.96M -$349K -2,984 -8%
BWM
760
BNC Wealth Management
Oregon
$3.95M +$371K +3,173 +10%
KFP
761
KMG Fiduciary Partners
Ohio
$3.94M -$204K -1,747 -5%
EDRH
762
Edmond de Rothschild Holding
Switzerland
$3.94M +$754K +6,449 +24%
BCFS
763
Butensky & Cohen Financial Security
Florida
$3.91M +$79.9K +683 +2%
SLI
764
Sumitomo Life Insurance
Japan
$3.91M -$293K -2,502 -7%
WDA
765
Wendell David Associates
New Hampshire
$3.91M -$122K -1,045 -3%
BOTW
766
Bank of the West
California
$3.9M +$160K +1,367 +4%
MOS
767
MGO One Seven
Ohio
$3.88M +$581K +4,966 +18%
MWM
768
Madison Wealth Management
Ohio
$3.88M +$140K +1,197 +4%
QIM
769
Quantitative Investment Management
Virginia
$3.84M +$3.84M +32,807 New
LA
770
LVW Advisors
New York
$3.83M -$158K -1,354 -4%
KCM
771
Kornitzer Capital Management
Kansas
$3.81M -$26.3K -225 -0.7%
GDP
772
Great Diamond Partners
Maine
$3.81M -$10.9K -93 -0.3%
BBWA
773
Bell & Brown Wealth Advisors
California
$3.81M +$149K +1,530 +4%
PCP
774
Proficio Capital Partners
Massachusetts
$3.81M +$3.63K +31 +0.1%
RG
775
Rathbones Group
United Kingdom
$3.8M -$76.3K -652 -2%
29 30
31
32 33