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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 %
E
1976
Ergoteles
New York
$302K -$142K -1,210 -32%
PAM
1977
Peak Asset Management
Colorado
$302K – – –
FSA
1978
Financial Sense Advisors
California
$302K +$234 +2 +0.1%
ACG
1979
Allen Capital Group
Nebraska
$301K -$468 -4 -0.2%
FAFN
1980
First Affirmative Financial Network
Colorado
$300K -$117 -1 -0%
RHJA
1981
Rice Hall James & Associates
California
$300K – – –
PWA
1982
Physician Wealth Advisors
Utah
$300K – – –
SWM
1983
Sugarloaf Wealth Management
Georgia
$299K -$4.09K -35 -1%
TGAM
1984
TBH Global Asset Management
Tennessee
$299K +$299K +2,560 New
IG
1985
Ithaka Group
Virginia
$298K – – –
KCFA
1986
Key Client Fiduciary Advisors
New Jersey
$298K +$298K +2,552 New
LF
1987
Lantz Financial
Illinois
$297K +$4.92K +42 +2%
FFG
1988
Frisch Financial Group
New York
$297K +$18.4K +161 +7%
WLPWM
1989
Walled Lake Planning & Wealth Management
Illinois
$296K +$234 +2 +0.1%
TF
1990
TimeScale Financial
Massachusetts
$296K +$1.41K +12 +0.5%
ORC
1991
O'Rourke & Company
Massachusetts
$296K +$296K +2,529 New
CPA
1992
Clear Perspective Advisors
Illinois
$296K +$296K +2,533 New
AWAG
1993
ARS Wealth Advisors Group
Florida
$294K -$73.1K -624 -20%
OWM
1994
Opes Wealth Management
California
$293K +$16.9K +145 +6%
PCMC
1995
Private Capital Management (Colorado)
Colorado
$292K -$819 -7 -0.3%
JFA
1996
Johanson Financial Advisors
California
$292K +$1.29K +11 +0.4%
HWM
1997
Horizon Wealth Management
Illinois
$292K +$292K +2,493 New
LFM
1998
LGT Fund Management
Liechtenstein
$292K +$292K +2,500 New
TWM
1999
Titus Wealth Management
California
$291K -$11.6K -99 -4%
WPWM
2000
Western Pacific Wealth Management
Illinois
$289K +$289K +2,472 New
78 79
80
81 82