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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 %
HF
2176
Halpern Financial
Virginia
$28.9K -$102K -921 -78%
CWA
2177
Carolina Wealth Advisors
South Carolina
$28K – – –
NC
2178
NewSquare Capital
Pennsylvania
$27K – – –
EL
2179
EMFO LLC
Florida
$26K – – –
TCM
2180
TD Capital Management
Tennessee
$26K +$111 +1 +0.4%
WWM
2181
Wagner Wealth Management
South Carolina
$25K – – –
COCM
2182
Charter Oak Capital Management
New Hampshire
$25K – – –
BIA
2183
Bell Investment Advisors
California
$25K +$25K +231 New
PP
2184
PrairieView Partners
Minnesota
$24K – – –
RTL
2185
Red Tortoise LLC
Georgia
$24K +$24K +284 New
DRS
2186
Deane Retirement Strategies
Louisiana
$23K – – –
UFF
2187
USA Financial Formulas
Michigan
$23K +$18K +162 +360%
JWM
2188
Jackson Wealth Management
Florida
$23K +$419 +627 +2%
OAJ
2189
Ogorek Anthony Joseph
New York
$22K – – –
MRCM
2190
M&R Capital Management
New Jersey
$22K – – –
VCM
2191
Vigilant Capital Management
Maine
$21K -$195K -1,800 -90%
CA
2192
Centerpoint Advisors
Massachusetts
$21K +$3.16K +29 +18%
JGIA
2193
Jackson Grant Investment Advisers
Connecticut
$20K -$552 -5 -3%
GCM
2194
Gladius Capital Management
Illinois
$20K +$3.43K +31 +21%
IWA
2195
IBEX Wealth Advisors
New Jersey
$20K +$20K +182 New
LJHT
2196
Laurie J. Hall Trustee
$19K -$2.68K -25 -12%
TCCM
2197
Timber Creek Capital Management
Massachusetts
$19K – – –
ECM
2198
Estabrook Capital Management
New York
$18.5K – – –
WIA
2199
Wealthstreet Investment Advisors
Texas
$17K -$221K -1,950 -93%
CPC
2200
Consolidated Planning Corp
Georgia
$17K +$17K +151 New
86 87
88
89 90