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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
1451
Cardiff Park Advisors
California
$801K +$801K +6,852 New
HL
1452
HeadInvest LLC
Maine
$798K
VAM
1453
Verity Asset Management
North Carolina
$797K +$146K +1,248 +22%
CWS
1454
Confluence Wealth Services
Pennsylvania
$796K +$796K +6,805 New
OFG
1455
OmniStar Financial Group
North Carolina
$790K +$85.6K +733 +12%
BL
1456
BFSG LLC
California
$788K -$963K -8,227 -55%
AIA
1457
Allied Investment Advisors
Montana
$788K
JIC
1458
Joel Isaacson & Co
New York
$785K +$218K +1,862 +38%
FFM
1459
Forum Financial Management
Illinois
$785K +$785K +6,712 New
AL
1460
Aspiriant LLC
California
$784K +$455K +3,896 +138%
ACMA
1461
Arbor Capital Management (Alaska)
Alaska
$784K +$784K +6,700 New
DBIA
1462
Dumont & Blake Investment Advisors
New Jersey
$783K +$11K +94 +1%
BEAM
1463
Baker Ellis Asset Management
Washington
$773K
IWS
1464
Insight Wealth Strategies
California
$773K +$105K +894 +16%
BCM
1465
Blume Capital Management
California
$772K
RIA
1466
Regal Investment Advisors
Michigan
$769K -$9.36K -80 -1%
WKWM
1467
Walter & Keenan Wealth Management
Indiana
$766K
CWM
1468
Cornerstone Wealth Management
Missouri
$765K -$26.7K -228 -3%
IWA
1469
Inspirion Wealth Advisors
Illinois
$762K +$1.99K +17 +0.3%
SIC
1470
Salem Investment Counselors
North Carolina
$762K +$85.7K +733 +13%
TWA
1471
TCI Wealth Advisors
Arizona
$761K -$65.6K -561 -8%
TA
1472
TFG Advisers
Michigan
$761K +$3.04K +26 +0.4%
BCM
1473
Brasada Capital Management
Texas
$760K -$234K -2,000 -24%
GIA
1474
GHP Investment Advisors
Colorado
$760K +$1.64K +14 +0.2%
PPW
1475
Parcion Private Wealth
Washington
$758K -$917K -9,147 -55%