SBUX icon

Starbucks
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 %
SWM
1601
Silverlake Wealth Management
Vermont
$565K +$565K +4,827 New
AC
1602
Apella Capital
Connecticut
$564K -$8.54K -73 -1%
JWM
1603
Jeppson Wealth Management
California
$564K -$3.51K -30 -0.6%
HIMC
1604
Heritage Investors Management Corp
Maryland
$564K +$6.08K +52 +1%
DI
1605
Diligent Investors
California
$562K +$6.2K +53 +1%
BBI
1606
Baxter Bros Inc
Connecticut
$559K +$113K +962 +25%
PFP
1607
Paragon Financial Partners
California
$556K +$556K +4,750 New
GVAG
1608
Great Valley Advisor Group
Delaware
$555K -$2.19K -19 -0.4%
SG
1609
Stonnington Group
California
$555K +$178K +1,707 +47%
VCG
1610
Vantage Consulting Group
Virginia
$553K +$46.2K +395 +9%
SA
1611
Syntax Advisors
New York
$553K +$553K +4,728 New
AWM
1612
Aberdeen Wealth Management
Illinois
$551K +$234 +2 +0%
HIM
1613
Hotaling Investment Management
Pennsylvania
$550K +$103K +882 +23%
FMN
1614
Financial Management Network
California
$548K +$114 +1 +0%
SFG
1615
SNS Financial Group
Minnesota
$547K -$81.9K -700 -13%
BHB
1616
Bank Hapoalim BM
Israel
$543K -$61.3K -524 -10%
FNT
1617
First National Trust
Pennsylvania
$542K +$15.9K +136 +3%
MCWA
1618
Meadow Creek Wealth Advisors
Georgia
$541K +$541K +4,625 New
CM
1619
Castleark Management
Illinois
$540K – – –
VNA
1620
Valley National Advisers
Pennsylvania
$540K +$45.7K +391 +9%
PMFA
1621
Plante Moran Financial Advisors
Michigan
$540K +$63.2K +541 +13%
LJAC
1622
L.J. Altfest & Co
New York
$539K -$13.1K -112 -2%
PP
1623
PDS Planning
Ohio
$539K +$30.5K +261 +6%
ZIG
1624
Zullo Investment Group
Pennsylvania
$539K +$539K +4,611 New
HWM
1625
Hohimer Wealth Management
Washington
$538K -$7.01K -60 -1%
63 64
65
66 67