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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
$483M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$578M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$988M
4
Ameriprise
Ameriprise
Minnesota
$518M
5
Vanguard Group
Vanguard Group
Pennsylvania
$10.8B

Top Sellers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
2
Artisan Partners
Artisan Partners
Wisconsin
$130M
3
KBC Group
KBC Group
Belgium
$188M
4
Polen Capital Management
Polen Capital Management
Florida
$1.43B
5
Amundi
Amundi
France
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIIFS
2101
Harel Insurance Investments & Financial Services
Israel
$83K -$455K -4,116 -85%
GWMIA
2102
Global Wealth Management Investment Advisory
Florida
$81K -$1.71M -15,500 -95%
SC
2103
Solstein Capital
California
$81K -$324K -2,920 -80%
CCA
2104
Column Capital Advisors
Indiana
$81K -$2.22K -20 -3%
AWM
2105
Activest Wealth Management
Florida
$79K +$4.76K +43 +6%
JPLA
2106
Joseph P. Lucia & Associates
New York
$79K +$50.8K +462 +180%
CWP
2107
Concord Wealth Partners
Virginia
$77K -$117K -1,062 -60%
AWM
2108
Accel Wealth Management
Iowa
$77K -$2.77K -25 -3%
RCC
2109
Red Cedar Capital
Nebraska
$77K – – –
TIM
2110
Tortoise Investment Management
New York
$76K -$5.51K -50 -7%
AL
2111
ADE LLC
Maryland
$76K – – –
AW
2112
Avion Wealth
Texas
$75K +$110 +1 +0.1%
SWM
2113
Selective Wealth Management
Virginia
$74K – – –
TFO
2114
Tarbox Family Office
California
$74K +$221 +2 +0.3%
CTB
2115
Country Trust Bank
Illinois
$73K – – –
WFA
2116
West Financial Advisors
Iowa
$73K +$110 +1 +0.2%
SFP
2117
Sterling Financial Planning
New Jersey
$73K +$11K +100 +18%
CYG
2118
Clean Yield Group
Vermont
$70K -$3.29K -30 -4%
CCMW
2119
Cypress Capital Management (Wyoming)
Wyoming
$68K – – –
PPW
2120
Pasadena Private Wealth
California
$68K +$68K +612 New
ONST
2121
Old North State Trust
North Carolina
$65K – – –
HL
2122
Harding Loevner
New Jersey
$64K – – –
CFN
2123
Cordasco Financial Network
Florida
$63K -$548 -5 -0.9%
LWA
2124
Lowe Wealth Advisors
Maryland
$63K – – –
ANBT
2125
American National Bank & Trust
Texas
$62K -$1.55K -14 -2%
83 84
85
86 87