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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 %
AAM
1001
Abeille Asset Management
France
$2.14M +$2.14M +18,268 New
SWA
1002
SFMG Wealth Advisors
Texas
$2.14M +$204K +1,740 +11%
ANI
1003
American National Insurance
Texas
$2.13M -$10.7M -91,800 -83%
APP
1004
Avantax Planning Partners
Iowa
$2.13M +$98K +838 +5%
DLCIG
1005
D.L. Carlson Investment Group
New Hampshire
$2.12M -$131K -1,122 -6%
CWM
1006
Cordatus Wealth Management
Pennsylvania
$2.12M +$2.12M +18,129 New
FBT
1007
First Bankers Trust
Kentucky
$2.12M -$1.1M -9,415 -34%
AFA
1008
Abacus FCF Advisors
Florida
$2.12M – – –
DWM
1009
Darwin Wealth Management
Florida
$2.11M -$35.8K -374 -2%
AF
1010
Ally Financial
Michigan
$2.11M +$2.11M +18,000 New
GCL
1011
Gouws Capital LLC
North Carolina
$2.1M +$2.1M +17,970 New
PWW
1012
Pettyjohn Wood & White
Virginia
$2.1M +$109K +930 +5%
AGAM
1013
Audent Global Asset Management
California
$2.1M +$2.1M +17,913 New
IP
1014
Intellectus Partners
California
$2.09M -$128K -1,096 -6%
EIM
1015
Essex Investment Management
Massachusetts
$2.09M – – –
WA
1016
WBH Advisory
Maryland
$2.08M +$25.9K +221 +1%
PFSC
1017
Peoples Financial Services Corp
Pennsylvania
$2.08M -$84.2K -720 -4%
HIM
1018
HawsGoodwin Investment Management
Tennessee
$2.08M +$819 +7 +0%
CNC
1019
Canandaigua National Corp
New York
$2.06M +$134K +1,147 +7%
HSA
1020
HBK Sorce Advisory
Pennsylvania
$2.06M +$4.91K +42 +0.2%
CFG
1021
Citizens Financial Group
Rhode Island
$2.05M -$234K -2,067 -10%
PA
1022
Procyon Advisors
Connecticut
$2.04M +$943K +8,058 +86%
CLOS
1023
Compagnie Lombard Odier SCmA
Switzerland
$2.04M -$693K -5,920 -25%
PCM
1024
Parsons Capital Management
Rhode Island
$2.04M +$42.5K +363 +2%
CC
1025
Chicago Capital
Illinois
$2.04M -$197K -1,683 -9%
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