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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 %
SFS
2126
Summit Financial Strategies
Ohio
$224K -$8.44K -72 -4%
CAL
2127
Capital Advisors Ltd
Ohio
$224K +$80.1K +686 +56%
RWA
2128
RGT Wealth Advisors
Texas
$224K +$224K +1,915 New
LFA
2129
Landmark Financial Advisors
Kentucky
$224K +$224K +1,917 New
MAM
2130
Mastrapasqua Asset Management
Tennessee
$223K – – –
SW
2131
StrongBox Wealth
Missouri
$223K +$2.46K +21 +1%
CWA
2132
Capital Wealth Alliance
Arizona
$223K +$3.15K +27 +1%
BCM
2133
Bienville Capital Management
New York
$222K – – –
IIA
2134
IPG Investment Advisors
California
$222K +$222K +1,895 New
FPCM
2135
Financial Partners Capital Management
New York
$221K – – –
RIM
2136
Regent Investment Management
Kentucky
$221K – – –
PCM
2137
Presidio Capital Management
California
$221K +$221K +1,891 New
TFS
2138
TrustCore Financial Services
Tennessee
$220K -$6.78K -58 -3%
VC
2139
Vestor Capital
Illinois
$219K -$29.3K -250 -12%
KIG
2140
Kowal Investment Group
Wisconsin
$219K +$21.2K +181 +11%
BONST
2141
Bank of Nova Scotia Trust
Ontario, Canada
$219K +$219K +1,872 New
GAB
2142
German American Bancorp
Indiana
$218K -$14.4K -123 -6%
BHWM
2143
Beaird Harris Wealth Management
Texas
$217K +$217K +1,856 New
AWP
2144
Abacus Wealth Partners
California
$217K – – –
ICP
2145
Interchange Capital Partners
Pennsylvania
$216K -$1.13M -9,720 -84%
SWM
2146
Scissortail Wealth Management
Oklahoma
$216K +$216K +1,844 New
ETIA
2147
Epic Trust Investment Advisors
Washington
$216K +$216K +1,849 New
IHWM
2148
Iron Horse Wealth Management
Iowa
$214K – – –
GF
2149
Gries Financial
Ohio
$213K -$13.2K -113 -6%
I2I
2150
Insight 2811 Inc
Illinois
$213K +$213K +1,822 New
84 85
86
87 88