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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 %
ACM
2001
Allred Capital Management
Texas
$220K +$220 +2 +0.1%
CWA
2002
Clearview Wealth Advisors
Oregon
$220K +$442 +4 +0.2%
GD
2003
Grandfield & Dodd
New York
$220K +$220K +1,975 New
SFS
2004
Summit Financial Strategies
Ohio
$219K +$221 +2 +0.1%
SCA
2005
STALEY CAPITAL ADVISERS
Pennsylvania
$219K +$5.51K +50 +3%
NFG
2006
Nadler Financial Group
Illinois
$218K -$7.62K -69 -3%
GAG
2007
GM Advisory Group
New York
$218K -$220 -2 -0.1%
WAAG
2008
Wealth Alliance Advisory Group
Kansas
$218K – – –
WCM
2009
WealthBridge Capital Management
Ohio
$218K +$331 +3 +0.2%
B
2010
Bridgeworth
Alabama
$218K +$218K +1,979 New
AWM
2011
Adams Wealth Management
Utah
$217K – – –
RP
2012
Rowlandmiller & Partners
Georgia
$216K -$366K -4,975 -63%
SF
2013
Summit Financial
New Jersey
$215K +$215K +1,951 New
COI
2014
Connable Office Inc
Michigan
$215K – – –
TCPWM
2015
Traverso Chambers Private Wealth Management
California
$215K +$995 +9 +0.5%
NEGWA
2016
New England Guild Wealth Advisors
Connecticut
$215K +$2.2K +20 +1%
OPWM
2017
Oxinas Partners Wealth Management
Indiana
$214K -$97.2K -881 -31%
TFS
2018
TrustCore Financial Services
Tennessee
$214K +$38.5K +349 +22%
BIP
2019
Blueprint Investment Partners
North Carolina
$214K +$214K +1,943 New
GF
2020
Gries Financial
Ohio
$213K -$8.28K -75 -4%
CA
2021
Crumly & Associates
Illinois
$212K – – –
HPCM
2022
Hunter Perkins Capital Management
Illinois
$212K – – –
BHC
2023
Bowen Hanes & Co
Florida
$212K – – –
PIFP
2024
Partners in Financial Planning
Virginia
$211K +$5.07K +46 +2%
MAM
2025
Mastrapasqua Asset Management
Tennessee
$210K -$40.5K -368 -16%
79 80
81
82 83