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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
1
Arrowstreet Capital
Massachusetts
$483M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$578M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$988M
4
Ameriprise
4
Ameriprise
Minnesota
$518M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$10.8B

Top Sellers

1
Winslow Capital Management
1
Winslow Capital Management
Minnesota
$0
2
Artisan Partners
2
Artisan Partners
Wisconsin
$130M
3
KBC Group
3
KBC Group
Belgium
$188M
4
Polen Capital Management
4
Polen Capital Management
Florida
$1.43B
5
Amundi
5
Amundi
France
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
2201
Edge Wealth Management
New York
$16K +$6.84K +62 +75%
FP
2202
Financial Perspectives
Minnesota
$15.7K +$110 +1 +0.7%
RBC
2203
Roble Belko & Company
Pennsylvania
$15K – – –
HFM
2204
Hartford Financial Management
Connecticut
$15K +$1.44K +13 +11%
ACA
2205
Atlas Capital Advisors
Wyoming
$13.6K – – –
BFG
2206
Baron Financial Group
New Jersey
$13.2K – – –
AWM
2207
Atticus Wealth Management
Florida
$13K -$41.6K -371 -76%
MFT
2208
Moisand Fitzgerald Tamayo
Florida
$13K +$224 +2 +2%
CFFP
2209
Center for Financial Planning
Michigan
$12K – – –
CCC
2210
Crescent Capital Consulting
Louisiana
$12K – – –
FEG
2211
Financial Enhancement Group
Indiana
$12K +$12K +109 New
CAM
2212
ClariVest Asset Management
California
$11K -$630K -5,900 -98%
MAM
2213
McCarthy Asset Management
California
$11K -$176K -1,583 -94%
IF
2214
Ironwood Financial
Arizona
$11K – – –
TJHA
2215
Thomas J. Herzfeld Advisors
Florida
$11K – – –
FA
2216
Fortis Advisors
Pennsylvania
$10K – – –
RA
2217
Rational Advisors
New York
$10K +$10K +87 New
IAS
2218
IMA Advisory Services
Colorado
$9K – – –
CP
2219
Corbenic Partners
Pennsylvania
$8K -$5.33K -50 -40%
TLFA
2220
True Link Financial Advisors
California
$8K – – –
GPA
2221
Guidance Point Advisors
Massachusetts
$8K +$8K +77 New
SC
2222
Steph & Co
Wisconsin
$7K – – –
CWM
2223
Cranbrook Wealth Management
Michigan
$7K +$1.75K +15 +33%
HA
2224
Herold Advisors
New York
$7K +$7K +69 New
CWA
2225
Core Wealth Advisors
Florida
$6K -$8.4K -70 -58%
87 88
89
90 91