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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 %
PBC
1351
Pavion Blue Capital
California
$1.01M – – –
HWA
1352
Heritage Wealth Advisors
Virginia
$1.01M -$22.9K -196 -2%
RCAG
1353
Rehmann Capital Advisory Group
Michigan
$1.01M +$81.4K +696 +9%
MWM
1354
Modera Wealth Management
New Jersey
$1.01M +$572K +4,884 +132%
FCM
1355
Fortis Capital Management
Washington
$1M +$50.7K +433 +5%
HPC
1356
HM Payson & Co
Maine
$999K +$213K +1,822 +27%
VIA
1357
Vident Investment Advisory
Georgia
$996K -$1.39M -11,908 -58%
CWM
1358
Congress Wealth Management
Massachusetts
$996K +$996K +8,513 New
HNWAG
1359
High Net Worth Advisory Group
Florida
$996K +$996K +8,513 New
NEAM
1360
New England Asset Management
Connecticut
$994K – – –
RPCONE
1361
Retirement Planning Company of New England
Rhode Island
$993K +$993K +8,494 New
RCM
1362
Radnor Capital Management
Pennsylvania
$991K +$991K +8,475 New
HC
1363
Hendley & Co
Ohio
$990K -$8.77K -75 -0.9%
FBA
1364
Front Barnett Associates
Illinois
$989K – – –
SW
1365
SlateStone Wealth
Florida
$986K -$19.2K -164 -2%
FCBT
1366
First Citizens Bank & Trust
North Carolina
$979K +$420K +3,593 +75%
EWA
1367
Encompass Wealth Advisors
Oregon
$976K -$4.44K -38 -0.5%
FCA
1368
FinTrust Capital Advisors
South Carolina
$976K +$132K +1,132 +16%
BFM
1369
Boston Financial Management
Massachusetts
$976K +$197K +1,687 +25%
ASI
1370
Advisory Services & Investments
Oregon
$975K +$117 +1 +0%
LC
1371
Lindbrook Capital
California
$974K +$175K +1,498 +22%
CFA
1372
CWS Financial Advisors
Michigan
$970K +$970K +8,295 New
AWA
1373
Arkadios Wealth Advisors
Georgia
$968K +$26.3K +225 +3%
Jennison Associates
1374
Jennison Associates
New York
$964K +$72.4K +619 +8%
AB
1375
Atlas Brown
Kentucky
$960K +$130K +1,112 +16%
53 54
55
56 57