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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 %
SDWIA
801
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.5M +$30.8K +263 +0.9%
SSG
802
Summit Securities Group
New York
$3.5M +$279K +2,388 +9%
TCOK
803
Trust Company of Kansas
Kansas
$3.5M -$3.43M -29,299 -50%
MJB
804
Mark J. Bradley
$3.48M +$98.3K +840 +3%
NGA
805
Naples Global Advisors
Florida
$3.47M +$56.3K +481 +2%
HCM
806
Horrell Capital Management
Arkansas
$3.47M +$16.7K +143 +0.5%
AFA
807
Arlington Financial Advisors
California
$3.45M +$35.4K +303 +1%
YWP
808
YorkBridge Wealth Partners
New York
$3.45M +$114K +973 +3%
NFG
809
Next Financial Group
Texas
$3.43M +$422K +3,606 +14%
ERWM
810
Elk River Wealth Management
Colorado
$3.43M +$28K +239 +0.8%
MIM
811
Marco Investment Management
Georgia
$3.4M +$24.5K +209 +0.7%
TA
812
Trellis Advisors
Washington
$3.4M -$21.9K -187 -0.6%
SBL
813
Sargent Bickham Lagudis
Colorado
$3.39M -$10.2K -87 -0.3%
TAM
814
Taurus Asset Management
New York
$3.38M – – –
EWG
815
Executive Wealth Group
Washington
$3.37M -$17.9K -153 -0.5%
BAS
816
Brown Advisory Securities
Maryland
$3.35M -$368K -3,147 -10%
WP
817
Waycross Partners
Kentucky
$3.35M +$2.77M +23,716 +486%
QI
818
QV Investors
Alberta, Canada
$3.33M – – –
EWM
819
Endurance Wealth Management
Rhode Island
$3.33M -$889K -7,600 -21%
NIC
820
Northwest Investment Counselors
Oregon
$3.32M -$31.7K -271 -0.9%
HI
821
Horizon Investments
North Carolina
$3.31M -$933K -8,018 -22%
BCM
822
Brookstone Capital Management
Illinois
$3.31M +$1.15M +10,727 +54%
HWA
823
Heritage Way Advisors
Illinois
$3.3M -$15.8K -135 -0.5%
CFGS
824
Concourse Financial Group Securities
Alabama
$3.3M +$78.1K +668 +2%
ECM
825
Everence Capital Management
Indiana
$3.3M – – –
31 32
33
34 35