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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 %
WFI
1851
West Family Investments
California
$371K -$179K -1,531 -33%
JAG
1852
Journey Advisory Group
Kentucky
$371K +$371K +3,169 New
SDWMA
1853
Schneider Downs Wealth Management Advisors
Pennsylvania
$370K +$31.3K +268 +9%
SGA
1854
Seaport Global Advisors
Massachusetts
$370K +$370K +3,166 New
CSPIA
1855
Cary Street Partners Investment Advisory
Virginia
$369K -$9.35K -80 -2%
NRS
1856
Neville Rodie & Shaw
New York
$368K -$96.5K -825 -21%
CCM
1857
Carlson Capital Management
Minnesota
$367K -$6.67K -57 -2%
FPCP
1858
Fort Point Capital Partners
California
$366K – – –
OWP
1859
Obermeyer Wealth Partners
Colorado
$366K +$13.5K +115 +4%
RCWM
1860
Royal Capital Wealth Management
Indiana
$366K +$366K +3,133 New
LA
1861
LexAurum Advisors
Kansas
$365K -$15.3K -131 -4%
OCM
1862
Osterweis Capital Management
California
$365K – – –
BCM
1863
Boltwood Capital Management
California
$364K -$11.7K -100 -3%
TWM
1864
Trevian Wealth Management
Massachusetts
$364K +$364K +3,111 New
AOWM
1865
Alpha Omega Wealth Management
Virginia
$363K -$12K -117 -3%
BCM
1866
Buckhead Capital Management
Georgia
$363K -$11.7K -100 -3%
VAM
1867
Vienna Asset Management
California
$363K +$363K +3,107 New
EA
1868
Emerald Advisors
Washington
$360K +$360K +3,076 New
MA
1869
MJP Associates
Connecticut
$358K +$43.2K +370 +14%
FIA
1870
Foundations Investment Advisors
Arizona
$358K +$93.8K +904 +36%
STB
1871
S&T Bank
Pennsylvania
$355K -$9.35K -80 -3%
SPWM
1872
Schrum Private Wealth Management
Florida
$355K +$355K +3,034 New
CAMG
1873
CWA Asset Management Group
Florida
$352K -$21.4K -183 -6%
FAG
1874
Financial Advisory Group
Texas
$352K +$234 +2 +0.1%
NWA
1875
New World Advisors
Massachusetts
$352K +$123K +1,050 +54%
73 74
75
76 77