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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 %
VAM
2101
Veritas Asset Management
United Kingdom
$234K – – –
SPIO
2102
Seven Post Investment Office
California
$234K – – –
BFIM
2103
Beese Fulmer Investment Management
Ohio
$234K +$11.6K +99 +5%
CWA
2104
Clearview Wealth Advisors
Oregon
$233K +$351 +3 +0.2%
PNC
2105
Park National Corp
Ohio
$232K -$104K -886 -31%
SCA
2106
STALEY CAPITAL ADVISERS
Pennsylvania
$232K – – –
DAL
2107
Delta Accumulation LLC
California
$232K +$232K +1,982 New
ACM
2108
Allred Capital Management
Texas
$231K -$1.87K -16 -0.8%
WAAG
2109
Wealth Alliance Advisory Group
Kansas
$231K – – –
UIA
2110
UBP Investment Advisors
Switzerland
$230K – – –
TCPWM
2111
Traverso Chambers Private Wealth Management
California
$230K +$2.69K +23 +1%
TCM
2112
Teza Capital Management
Illinois
$229K -$2.21M -18,951 -91%
ACA
2113
Affinity Capital Advisors
California
$229K +$11.6K +99 +5%
WC
2114
Whitney & Co
New York
$228K -$11.7K -100 -5%
COI
2115
Connable Office Inc
Michigan
$228K – – –
NEGWA
2116
New England Guild Wealth Advisors
Connecticut
$228K – – –
SFM
2117
Signet Financial Management
New Jersey
$228K +$9.69K +83 +4%
SVWAG
2118
Sound View Wealth Advisors Group
Georgia
$228K +$228K +1,946 New
RF
2119
Resolute Financial
Massachusetts
$227K +$227K +1,939 New
EWM
2120
Endowment Wealth Management
Wisconsin
$227K +$227K +1,943 New
OWA
2121
Octavia Wealth Advisors
Ohio
$226K -$8.3K -71 -4%
LAS
2122
LWM Advisory Services
Florida
$226K +$226K +1,930 New
BHC
2123
Bowen Hanes & Co
Florida
$225K – – –
HPCM
2124
Hunter Perkins Capital Management
Illinois
$225K – – –
SFG
2125
StrategIQ Financial Group
Indiana
$225K +$225K +1,920 New
83 84
85
86 87