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Starbucks
SBUX

Overview Fund Activity

2,243 hedge funds and large institutions have $89.5B invested in Starbucks in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 1,006 increasing their positions, 829 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,243
Holders Change
+4
Holders Change %
+0.18%
% of All Funds
39.39%
Holding in Top 10
60
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.69%
% of All Funds
1.05%
New
126
Increased
1,006
Reduced
829
Closed
91
Calls
$1.74B
Puts
$3.02B
Net Calls
-$1.28B
Net Calls Change
-$218M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$290M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$268M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$187M
4
Ameriprise
Ameriprise
Minnesota
+$161M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$129M

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
-$353M
2
Artisan Partners
Artisan Partners
Wisconsin
-$213M
3
KBC Group
KBC Group
Belgium
-$202M
4
Polen Capital Management
Polen Capital Management
Florida
-$199M
5
Amundi
Amundi
France
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
HTHT
1926
Hemenway Trust Hemenway Trust
New Hampshire
$265K -$1.33K -12 -0.5%
CA
1927
Calton & Associates
Florida
$265K +$7.05K +64 +3%
NWS
1928
Newport Wealth Strategies
California
$265K +$16.5K +150 +7%
ACM
1929
Ategra Capital Management
Virginia
$265K -$3.53K -32 -1%
RTC
1930
Riverview Trust Company
Washington
$264K +$17.1K +155 +7%
NA
1931
Nottingham Advisors
New York
$263K – – –
RPCA
1932
Running Point Capital Advisors
California
$262K -$34.8K -316 -12%
OWM
1933
Opes Wealth Management
California
$261K -$3.98K -36 -2%
AC
1934
Asio Capital
Kentucky
$260K – – –
CWM
1935
Curi Wealth Management
North Carolina
$259K -$33K -300 -11%
PFBT
1936
Parkside Financial Bank & Trust
Missouri
$258K +$9.61K +87 +4%
MWPCG
1937
Measured Wealth Private Client Group
New Hampshire
$257K – – –
RCYC
1938
Richard C. Young & Co
Rhode Island
$256K -$8.65M -78,567 -97%
SOW
1939
State of Wyoming
Wyoming
$256K -$5.18K -47 -2%
PHAM
1940
Palisades Hudson Asset Management
Florida
$256K – – –
ACM
1941
AUA Capital Management
Pennsylvania
$256K – – –
TW
1942
TrinityPoint Wealth
Connecticut
$255K +$2.64K +24 +1%
WDL
1943
Well Done LLC
Michigan
$254K +$13.2K +120 +5%
MS
1944
Maven Securities
Jersey
$253K -$71.9K -653 -22%
EIP
1945
Ellis Investment Partners
Pennsylvania
$253K +$220 +2 +0.1%
KF
1946
Krilogy Financial
Missouri
$253K +$10.5K +95 +4%
CC
1947
Copperleaf Capital
North Carolina
$252K -$10.9K -99 -4%
MS
1948
Mizuho Securities
Japan
$252K +$246K +2,227 +3,840%
NFSG
1949
Newbridge Financial Services Group
Florida
$251K +$5.85K +53 +2%
KA
1950
Klingman & Associates
New York
$251K +$251K +2,271 New
76 77
78
79 80