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Starbucks
SBUX

Overview Fund Activity

2,243 hedge funds and large institutions have $89.5B invested in Starbucks in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 1,006 increasing their positions, 829 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,243
Holders Change
+4
Holders Change %
+0.18%
% of All Funds
39.39%
Holding in Top 10
60
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.69%
% of All Funds
1.05%
New
126
Increased
1,006
Reduced
829
Closed
91
Calls
$1.74B
Puts
$3.02B
Net Calls
-$1.28B
Net Calls Change
-$218M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$290M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$268M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$187M
4
Ameriprise
Ameriprise
Minnesota
+$161M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$129M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$353M
2
Artisan Partners
Artisan Partners
Wisconsin
-$213M
3
KBC Group
KBC Group
Belgium
-$202M
4
Polen Capital Management
Polen Capital Management
Florida
-$199M
5
Amundi
Amundi
France
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
DJSG
1501
D.J. St. Germain
Massachusetts
$632K – – –
EM
1502
Excalibur Management
Massachusetts
$632K – – –
CCFM
1503
Clear Creek Financial Management
Washington
$632K +$431K +3,900 +214%
IWS
1504
Insight Wealth Strategies
California
$630K +$25.6K +232 +4%
TIA
1505
Tiemann Investment Advisors
California
$628K – – –
TSS
1506
Two Sigma Securities
New York
$628K +$301K +2,732 +92%
SDAM
1507
Shulman DeMeo Asset Management
New York
$625K +$625K +5,669 New
AIM
1508
Acropolis Investment Management
Missouri
$623K -$35.5K -330 -5%
SFA
1509
Source Financial Advisors
New York
$623K -$8.27K -75 -1%
TF
1510
Threadgill Financial
Texas
$618K +$618K +5,537 New
SAM
1511
SignalPoint Asset Management
Missouri
$617K -$7.39K -67 -1%
PWMG
1512
Pinnacle Wealth Management Group
Michigan
$616K -$82.7K -750 -12%
VAM
1513
Verity Asset Management
North Carolina
$614K -$48.6K -441 -7%
ST
1514
Spinnaker Trust
Maine
$612K – – –
CAM
1515
Covenant Asset Management
New Jersey
$611K +$54.1K +490 +10%
LAM
1516
LifePro Asset Management
California
$609K +$25.4K +230 +4%
DLG
1517
Daniel L. Goodwin
$607K – – –
RM
1518
Resource Management
Louisiana
$607K +$552 +5 +0.1%
TCMP
1519
Thrive Capital Management (Pennsylvania)
Pennsylvania
$604K -$24.9K -226 -4%
SMH
1520
Sanders Morris Harris
Texas
$603K – – –
FP
1521
Foundry Partners
Minnesota
$603K +$18.3K +166 +3%
IFG
1522
Investors Financial Group
Minnesota
$600K +$331 +3 +0.1%
SGK
1523
Steigerwald Gordon & Koch
Virginia
$600K +$2.76K +25 +0.5%
GIM
1524
Groesbeck Investment Management
New Jersey
$599K -$139K -1,264 -19%
TFS
1525
Thoroughbred Financial Services
Tennessee
$596K +$11.8K +107 +2%
59 60
61
62 63