SBUX icon

Starbucks
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 %
SWM
2251
Selective Wealth Management
Virginia
$79K – – –
RA
2252
Rise Advisors
New York
$78.2K +$78.2K +669 New
HIIFS
2253
Harel Insurance Investments & Financial Services
Israel
$78K -$9.69K -83 -11%
TFO
2254
Tarbox Family Office
California
$78K -$351 -3 -0.4%
WFA
2255
West Financial Advisors
Iowa
$78K – – –
CTB
2256
Country Trust Bank
Illinois
$77K – – –
RDFA
2257
Ritter Daniher Financial Advisory
Ohio
$73K +$22.3K +189 +44%
NF
2258
Norwood Financial
Pennsylvania
$73K +$73K +625 New
CCMW
2259
Cypress Capital Management (Wyoming)
Wyoming
$72K – – –
ONST
2260
Old North State Trust
North Carolina
$69K – – –
HIM
2261
Hillsdale Investment Management
Ontario, Canada
$68K -$59.4K -506 -47%
HL
2262
Harding Loevner
New Jersey
$68K – – –
CFN
2263
Cordasco Financial Network
Florida
$67K – – –
ANBT
2264
American National Bank & Trust
Texas
$66K – – –
LWA
2265
Lowe Wealth Advisors
Maryland
$66K – – –
HR
2266
Howe & Rusling
New York
$65K – – –
AWA
2267
Aquire Wealth Advisors
Utah
$64K +$64K +551 New
EARNEST Partners
2268
EARNEST Partners
Georgia
$63K – – –
RCM
2269
Regency Capital Management
Hawaii
$62K -$564K -4,823 -90%
SAM
2270
S.A. Mason
Michigan
$60K +$117 +1 +0.2%
PCMC
2271
Paragon Capital Management (Colorado)
Colorado
$60K +$60K +510 New
LF
2272
Lee Financial
Texas
$59K +$1.17K +10 +2%
CCM
2273
Cribstone Capital Management
Maine
$57K -$5.82K -50 -9%
MWM
2274
Mascoma Wealth Management
New Hampshire
$55K – – –
LWA
2275
Lenox Wealth Advisors
New York
$55K +$3.73K +32 +7%
89 90
91
92 93