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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 %
IPAM
1901
ICICI Prudential Asset Management
India
$339K +$339K +2,895 New
B
1902
Bensler
Washington
$338K +$338K +2,892 New
CSPAM
1903
Cary Street Partners Asset Management
Virginia
$338K -$234 -2 -0.1%
PSIWM
1904
Paradigm Strategies in Wealth Management
Minnesota
$338K – – –
SRC
1905
Sage Rhino Capital
California
$338K +$4.1K +35 +1%
SWA
1906
ShankerValleau Wealth Advisors
Illinois
$337K +$337K +2,879 New
MPW
1907
Monterey Private Wealth
California
$335K +$1.4K +12 +0.4%
SFG
1908
Sovereign Financial Group
Connecticut
$335K +$6.32K +54 +2%
IA
1909
IFG Advisory
Georgia
$334K -$11.1K -95 -3%
KCM
1910
Kanawha Capital Management
Virginia
$334K – – –
WOC
1911
West Oak Capital
California
$333K -$23.4K -200 -7%
GLLW
1912
Graves Light Lenhart Wealth
Virginia
$333K -$6.2K -53 -2%
KPCM
1913
Kings Point Capital Management
New York
$332K +$21.8K +186 +7%
PIM
1914
Penobscot Investment Management
Massachusetts
$331K – – –
DWA
1915
Dougherty Wealth Advisers
Minnesota
$331K – – –
SCM
1916
Stonehearth Capital Management
Massachusetts
$330K – – –
LA
1917
Latitude Advisors
Florida
$330K – – –
WSC
1918
Wellington Shields & Co
New York
$330K – – –
WDG
1919
Wealth Dimensions Group
Ohio
$329K -$15.8K -135 -5%
BWM
1920
Baystate Wealth Management
Massachusetts
$329K +$5.61K +48 +2%
AP
1921
Adero Partners
California
$329K +$7.02K +60 +2%
RTS
1922
Round Table Services
New Jersey
$328K -$11.7K -100 -3%
CFC
1923
Coyle Financial Counsel
Illinois
$328K +$328K +2,805 New
VIM
1924
VELA Investment Management
Ohio
$327K +$327K +2,792 New
SQA
1925
Simon Quick Advisors
New Jersey
$326K -$19.8K -169 -6%
75 76
77
78 79