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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 %
BL
1676
Balentine LLC
Georgia
$491K +$122K +1,048 +33%
WSCM
1677
Wellington Shields Capital Management
New York
$489K +$819 +7 +0.2%
MC
1678
Merlin Capital
Rhode Island
$489K +$489K +4,183 New
NPF
1679
Norris Perne & French
Michigan
$487K – – –
GCP
1680
Gill Capital Partners
Colorado
$487K +$37.1K +317 +8%
FC
1681
FORA Capital
Florida
$487K +$487K +4,165 New
PIM
1682
Profit Investment Management
Maryland
$486K – – –
GWM
1683
Gitterman Wealth Management
New Jersey
$485K -$250K -2,140 -34%
LFA
1684
Legacy Financial Advisors
Kentucky
$485K -$214K -1,826 -31%
WPC
1685
Waters Parkerson & Co
Louisiana
$484K +$4.92K +42 +1%
ETC
1686
Exchange Traded Concepts
Oklahoma
$484K +$294K +2,512 +154%
PSF
1687
Pacific Sun Financial
California
$482K -$1.75K -15 -0.4%
IIM
1688
Ipswich Investment Management
Massachusetts
$482K +$5.85K +50 +1%
BAM
1689
Blueshift Asset Management
New Jersey
$482K +$61.5K +525 +15%
IFS
1690
Intelligent Financial Strategies
Minnesota
$481K +$481K +4,109 New
CCFP
1691
Charles Carroll Financial Partners
Massachusetts
$480K +$480K +4,100 New
CFA
1692
Compass Financial Advisors
Indiana
$480K +$480K +4,100 New
MMM
1693
Mendel Money Management
Illinois
$479K -$5.26K -45 -1%
D
1694
Diversified
Delaware
$479K – – –
GC
1695
Gratus Capital
Georgia
$479K +$1.87K +16 +0.4%
CAAS
1696
Capital Asset Advisory Services
Michigan
$478K -$110K -938 -19%
AAM
1697
Autus Asset Management
Arizona
$478K +$5.73K +49 +1%
VCM
1698
Viewpoint Capital Management
Washington
$478K +$478K +4,087 New
PB
1699
Pinnacle Bancorp
Nebraska
$477K +$8.76K +75 +2%
FP
1700
Fiduciary Planning
Florida
$475K -$865K -7,385 -65%
66 67
68
69 70