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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 %
DTC
1501
Davidson Trust Company
Washington
$720K +$36.6K +313 +5%
SWRP
1502
Summit Wealth & Retirement Planning
California
$720K +$720K +6,156 New
LCS
1503
Levin Capital Strategies
New York
$717K – – –
HCM
1504
Hodges Capital Management
Texas
$714K -$154K -1,315 -18%
MA
1505
MKT Advisors
California
$714K +$714K +7,470 New
AWM
1506
Aries Wealth Management
Maine
$713K +$9.35K +80 +1%
AIP
1507
Almanack Investment Partners
Pennsylvania
$709K -$4.56K -39 -0.6%
TSS
1508
Thomas Story & Son
Indiana
$707K – – –
LFAS
1509
Level Four Advisory Services
Texas
$707K +$130K +1,109 +22%
IIC
1510
Integrated Investment Consultants
Michigan
$705K -$139K -1,184 -16%
XS
1511
XR Securities
Illinois
$704K +$704K +6,021 New
IWA
1512
Intercontinental Wealth Advisors
Texas
$701K +$109K +933 +18%
NSAM
1513
North Star Asset Management
Wisconsin
$700K +$9.36K +80 +1%
IA
1514
IFG Advisors
Missouri
$699K +$3.63K +31 +0.5%
ACM
1515
AlphaCrest Capital Management
New York
$698K -$4.61M -39,408 -87%
SCG
1516
Sonata Capital Group
Washington
$698K -$14K -120 -2%
BC
1517
Belmont Capital
California
$688K – – –
CCM
1518
Chilton Capital Management
Texas
$686K +$369K +3,156 +117%
BFC
1519
Bedel Financial Consulting
Indiana
$685K – – –
BBNA
1520
Bremer Bank National Association
Minnesota
$679K -$66K -564 -9%
MKA
1521
M. Kulyk & Associates
Georgia
$679K -$39.2K -335 -5%
RIA
1522
Realta Investment Advisors
Delaware
$677K -$46K -393 -6%
SCI
1523
Stableford Capital II
Arizona
$677K +$55.5K +566 +9%
TSWM
1524
Triangle Securities Wealth Management
North Carolina
$676K +$1.17K +10 +0.2%
DA
1525
Doliver Advisors
Texas
$673K +$173K +1,820 +35%
59 60
61
62 63