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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 %
HGWM
1551
Horst & Graben Wealth Management
Oregon
$560K +$331 +3 +0.1%
IWA
1552
Intercontinental Wealth Advisors
Texas
$559K -$153K -1,383 -21%
HCMG
1553
Howard Capital Management Group
California
$559K – – –
SPWG
1554
Sage Private Wealth Group
Illinois
$556K -$13.7K -124 -2%
HRC
1555
Hoertkorn Richard Charles
$555K +$5.52K +50 +1%
AC
1556
Avestar Capital
New York
$554K -$22.8K -207 -4%
MPPW
1557
Mitchell & Pahl Private Wealth
Oklahoma
$554K +$11.5K +104 +2%
CAAS
1558
Capital Asset Advisory Services
Michigan
$554K +$46.4K +421 +9%
VBCG
1559
Valley Brook Capital Group
Pennsylvania
$547K – – –
CGH
1560
CMG Global Holdings
Texas
$546K -$144K -1,308 -21%
BWM
1561
Blossom Wealth Management
California
$545K +$128K +1,161 +31%
LFAS
1562
Level Four Advisory Services
Texas
$544K -$1.15M -10,419 -68%
AIA
1563
AIMZ Investment Advisors
California
$543K -$34.3K -311 -6%
JLBC
1564
J.L. Bainbridge & Co
Florida
$542K +$19.4K +176 +4%
LA
1565
Legacy Advisors
Pennsylvania
$542K +$60.3K +546 +13%
BWM
1566
Bulltick Wealth Management
Florida
$541K +$77.5K +703 +17%
CNBTD
1567
Citizens National Bank Trust Department
Mississippi
$541K – – –
AC
1568
Apella Capital
Connecticut
$540K -$46K -417 -8%
WP
1569
Waycross Partners
Kentucky
$539K +$42.4K +384 +9%
BA
1570
Bridgewater Advisors
New York
$538K +$51.2K +464 +11%
WG
1571
Welch Group
Alabama
$536K +$2.1K +19 +0.4%
JIC
1572
Joel Isaacson & Co
New York
$535K +$1.99K +18 +0.4%
BFG
1573
Berger Financial Group
Minnesota
$535K +$9.37K +85 +2%
JWM
1574
Jeppson Wealth Management
California
$535K +$22K +200 +4%
PIA
1575
Pinion Investment Advisors
Kansas
$535K +$46.5K +421 +10%
61 62
63
64 65