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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 %
HW
1151
Hancock Whitney
Mississippi
$1.5M +$532K +4,545 +55%
LWM
1152
Lionsbridge Wealth Management
Florida
$1.5M -$9K -77 -0.6%
IWM
1153
IHT Wealth Management
Illinois
$1.5M -$4.45K -38 -0.3%
LFP
1154
Leeward Financial Partners
Washington
$1.5M +$1.5M +12,823 New
DBRC
1155
D.B. Root & Company
Pennsylvania
$1.5M +$28.9K +247 +2%
MWM
1156
Marion Wealth Management
Pennsylvania
$1.5M +$1.5M +12,799 New
NIM
1157
Northeast Investment Management
Massachusetts
$1.5M -$7.6K -65 -0.5%
CMI
1158
Clare Market Investments
Texas
$1.49M +$168K +1,434 +13%
CWMU
1159
Caliber Wealth Management (Utah)
Utah
$1.49M +$185K +1,848 +14%
DFC
1160
DB Fitzpatrick & Co
Idaho
$1.48M +$1.48M +12,682 New
AWM
1161
Avior Wealth Management
Nebraska
$1.48M +$13K +111 +0.9%
NME
1162
Notis-McConarty Edward
$1.48M – – –
LCM
1163
Leisure Capital Management
California
$1.48M +$79.3K +678 +6%
FBFS
1164
First Business Financial Services
Wisconsin
$1.47M +$57.3K +490 +4%
CWAG
1165
Compton Wealth Advisory Group
Virginia
$1.47M +$123K +1,054 +9%
TFA
1166
Triad Financial Advisors
North Carolina
$1.47M +$1.47M +12,583 New
I
1167
INVST
Indiana
$1.47M +$288K +3,209 +24%
DPIM
1168
Duff & Phelps Investment Management
Illinois
$1.47M +$11.2K +96 +0.8%
VR
1169
Viridian RIA
Washington
$1.46M +$1.46M +12,446 New
BMC
1170
Benin Management Corp
Connecticut
$1.45M +$78K +667 +6%
LJCM
1171
Lee Johnson Capital Management
Texas
$1.45M +$1.45M +12,369 New
TCM
1172
Traynor Capital Management
Pennsylvania
$1.45M +$58.1K +497 +4%
SC
1173
SRB Corp
Massachusetts
$1.45M +$1.45M +12,361 New
VWA
1174
V Wealth Advisors
Kansas
$1.44M -$293K -2,506 -17%
WI
1175
WrapManager Inc
California
$1.44M -$197K -1,684 -12%
45 46
47
48 49