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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 %
HCP
1651
Holt Capital Partners
Texas
$515K
UAS
1652
United Asset Strategies
New York
$515K +$515K +4,403 New
DDC
1653
DF Dent & Co
Maryland
$514K +$33.1K +283 +7%
SWP
1654
Strategic Wealth Partners
Ohio
$514K +$136K +1,164 +36%
LA
1655
Legacy Advisors
Pennsylvania
$511K -$63K -539 -11%
FDS
1656
Freedom Day Solutions
Texas
$510K -$26.1K -223 -5%
JSL
1657
JT Stratford LLC
Georgia
$510K +$10.3K +88 +2%
CG
1658
Clarus Group
Texas
$508K +$110 +1 +0%
OWA
1659
One Wealth Advisors
California
$508K +$33.7K +288 +7%
CCM
1660
Cox Capital Management
Massachusetts
$507K +$935 +8 +0.2%
KF
1661
Krilogy Financial
Missouri
$506K +$237K +2,027 +88%
CPWA
1662
Cerro Pacific Wealth Advisors
California
$505K +$12.8K +109 +3%
BONH
1663
Bank of New Hampshire
New Hampshire
$504K -$84.2K -720 -14%
CNBTD
1664
Citizens National Bank Trust Department
Mississippi
$502K -$71.9K -615 -13%
FHB
1665
First Hawaiian Bank
Hawaii
$502K -$43.1K -369 -8%
FAN
1666
Financial Advisors Network
California
$502K
DIA
1667
Dana Investment Advisors
Wisconsin
$502K
LWANC
1668
Laurel Wealth Advisors (North Carolina)
North Carolina
$501K
APIM
1669
Agate Pass Investment Management
Washington
$501K +$501K +4,284 New
PFA
1670
Paradigm Financial Advisors
Missouri
$500K
RP
1671
Riverwater Partners
Wisconsin
$500K +$500K +4,277 New
PWPS
1672
Pinnacle Wealth Planning Services
Ohio
$499K -$129K -1,100 -20%
SHFA
1673
SC&H Financial Advisors
Maryland
$496K +$496K +4,243 New
BCP
1674
Blue Chip Partners
Michigan
$494K -$55.6K -475 -10%
TRIA
1675
Trail Ridge Investment Advisors
Colorado
$494K +$494K +4,225 New