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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
MWPCG
2026
Measured Wealth Private Client Group
New Hampshire
$273K
RCYC
2027
Richard C. Young & Co
Rhode Island
$273K +$1.05K +9 +0.4%
LSC
2028
Lesa Sroufe & Co
Washington
$273K +$273K +2,336 New
KA
2029
KLCM Advisors
Wisconsin
$272K -$29.4K -251 -10%
PHAM
2030
Palisades Hudson Asset Management
Florida
$271K
BW
2031
Bison Wealth
Georgia
$270K -$180K -1,536 -40%
KA
2032
Klingman & Associates
New York
$270K +$3.98K +34 +1%
BFS
2033
Bickling Financial Services
Massachusetts
$270K +$7.85K +67 +3%
YWS
2034
Yarger Wealth Strategies
Ohio
$270K +$270K +2,304 New
NCM
2035
NCM Capital Management
New Jersey
$269K +$269K +2,300 New
SAM
2036
Secure Asset Management
Michigan
$269K +$269K +2,302 New
KPW
2037
Kore Private Wealth
New York
$268K -$40.5K -346 -13%
CFSG
2038
Clark Financial Services Group
Missouri
$268K +$17.5K +150 +7%
CC
2039
Constitution Capital
Connecticut
$267K -$135K -1,150 -34%
PA
2040
PSI Advisors
Florida
$267K +$46.9K +401 +21%
AFG
2041
Allegheny Financial Group
Pennsylvania
$265K -$46.5K -397 -15%
SCA
2042
Sage Capital Advisors
South Dakota
$265K +$387 +4 +0.1%
IIA
2043
Integral Investment Advisors
California
$265K +$265K +2,267 New
UBV
2044
United Bank (Virginia)
Virginia
$263K
FNC
2045
First National Corp
Massachusetts
$263K +$117 +1 +0%
CWP
2046
Concord Wealth Partners
Virginia
$263K +$181K +1,548 +222%
MWAM
2047
Manhattan West Asset Management
California
$263K +$263K +2,251 New
TNB
2048
Thomasville National Bank
Georgia
$262K +$17.5K +150 +7%
BAAM
2049
Baker Avenue Asset Management
California
$261K -$48.9K -418 -16%
MIAS
2050
Mason Investment Advisory Services
Virginia
$260K