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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 %
HCM
976
Harvey Capital Management
Florida
$2.26M – – –
SC
977
Saturna Capital
Washington
$2.25M -$114K -974 -5%
SIG
978
Stonegate Investment Group
Alabama
$2.23M +$2.23M +19,070 New
PCG
979
Private Capital Group
Connecticut
$2.23M -$12.6K -108 -0.6%
YC
980
Yarbrough Capital
Tennessee
$2.23M +$2.23M +19,026 New
TA
981
Townsend & Associates
Colorado
$2.22M +$13.4K +134 +0.6%
PT
982
Plimoth Trust
Massachusetts
$2.22M +$54.8K +469 +3%
XWM
983
Xcel Wealth Management
Florida
$2.22M -$1.4K -12 -0.1%
MWM
984
Midwest Wealth Management
Indiana
$2.22M +$158K +1,349 +8%
QCG
985
Quadrant Capital Group
Ohio
$2.22M +$156K +1,330 +8%
BA
986
Birinyi Associates
Connecticut
$2.21M -$120K -1,025 -5%
HVP
987
Hudson Value Partners
Florida
$2.21M -$230K -1,970 -9%
BA
988
Bluesphere Advisors
Pennsylvania
$2.21M – – –
FTDI
989
First Trust Direct Indexing
Massachusetts
$2.2M +$84.9K +726 +4%
RPWA
990
Regent Peak Wealth Advisors
Georgia
$2.18M +$14.5K +124 +0.7%
FI
991
Financial Insights
Washington
$2.18M -$4.33K -37 -0.2%
SIM
992
Sentry Investment Management
Wisconsin
$2.17M +$932K +7,966 +75%
WCM
993
Wunderlich Capital Managemnt
Tennessee
$2.17M +$44.6K +381 +2%
HCM
994
Helios Capital Management
Singapore
$2.16M +$2.16M +18,500 New
IWA
995
IVC Wealth Advisors
Pennsylvania
$2.16M -$79.6K -680 -4%
ZCI
996
Zevenbergen Capital Investments
Washington
$2.16M +$138K +1,177 +7%
HFA
997
HC Financial Advisors
California
$2.15M +$110K +936 +5%
CCT
998
Country Club Trust
Missouri
$2.15M +$163K +1,401 +8%
CH
999
Canton Hathaway
Rhode Island
$2.14M +$143K +1,224 +7%
WAS
1000
Wesleyan Assurance Society
United Kingdom
$2.14M +$175K +1,500 +9%
38 39
40
41 42