SBUX icon

Starbucks
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 %
BEC
776
Blue Edge Capital
Virginia
$3.79M -$49.4K -422 -1%
LSAG
777
Lake Street Advisors Group
New Hampshire
$3.79M -$7.02K -60 -0.2%
HNW
778
High Note Wealth
Minnesota
$3.78M +$66.9K +572 +2%
TA
779
Tiedemann Advisors
New York
$3.77M -$1.87K -16 -0%
KRSITF
780
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.75M +$164K +1,405 +5%
First Eagle Investment Management
781
First Eagle Investment Management
New York
$3.72M -$704K -6,020 -16%
MIC
782
Means Investment Company
Maine
$3.72M +$13.8K +118 +0.4%
NF
783
NTB Financial
Colorado
$3.72M +$3.72M +31,775 New
1SB
784
1ST Source Bank
Indiana
$3.71M – – –
GC
785
Gould Capital
Washington
$3.69M +$3.69M +31,575 New
VV
786
Verity & Verity
South Carolina
$3.68M -$44.6K -381 -1%
RGC
787
Roberts, Glore & Co
Illinois
$3.68M -$32.6K -279 -0.9%
BZWA
788
Blue Zone Wealth Advisors
California
$3.63M +$82.7K +707 +2%
PWM
789
Perigon Wealth Management
California
$3.62M +$243K +2,077 +7%
CG
790
Colony Group
Massachusetts
$3.62M -$235K -2,012 -6%
CW
791
CreativeOne Wealth
Kansas
$3.61M +$58.4K +499 +2%
BSW
792
Buckingham Strategic Wealth
Missouri
$3.6M -$126K -1,076 -3%
SCA
793
Strategic Capital Advisers
Colorado
$3.58M +$13.1K +112 +0.4%
PA
794
Parallel Advisors
California
$3.58M +$89.5K +765 +3%
RIM
795
Redpoint Investment Management
Australia
$3.57M -$176K -1,501 -5%
VAS
796
Vestmark Advisory Solutions
Massachusetts
$3.57M +$366K +3,129 +11%
KJHP
797
K.J. Harrison & Partners
Ontario, Canada
$3.54M +$3.28K +28 +0.1%
TF
798
Tompkins Financial
New York
$3.54M +$24.1K +206 +0.7%
CK
799
Cohen Klingenstein
New York
$3.52M -$491K -4,194 -12%
HWAM
800
Hennion & Walsh Asset Management
New Jersey
$3.51M -$106K -903 -3%
30 31
32
33 34