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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 %
DRS
2326
Deane Retirement Strategies
Louisiana
$24K – – –
ECM
2327
Estabrook Capital Management
New York
$24K +$4.33K +37 +22%
OAJ
2328
Ogorek Anthony Joseph
New York
$23K – – –
MRCM
2329
M&R Capital Management
New Jersey
$23K – – –
CA
2330
Centerpoint Advisors
Massachusetts
$23K – – –
AWM
2331
Atticus Wealth Management
Florida
$23K +$9.39K +80 +69%
LJHT
2332
Laurie J. Hall Trustee
$21K – – –
TCCM
2333
Timber Creek Capital Management
Massachusetts
$20K – – –
JWBC
2334
John W. Brooker & Co
California
$20K +$20K +169 New
KC
2335
Kenfarb & Co
Kentucky
$20K +$20K +175 New
VCM
2336
Vigilant Capital Management
Maine
$19K -$3.61K -31 -16%
CWM
2337
CarsonAllaria Wealth Management
Illinois
$19K +$19K +160 New
WIA
2338
Wealthstreet Investment Advisors
Texas
$18K – – –
OA
2339
Operose Advisors
Wisconsin
$18K +$18K +156 New
EWM
2340
Edge Wealth Management
New York
$17K +$116 +1 +0.7%
FP
2341
Financial Perspectives
Minnesota
$16.8K – – –
RBC
2342
Roble Belko & Company
Pennsylvania
$16K – – –
ACA
2343
Atlas Capital Advisors
Wyoming
$14.4K – – –
BFG
2344
Baron Financial Group
New Jersey
$14K – – –
HFM
2345
Hartford Financial Management
Connecticut
$14K -$1.49K -13 -10%
MFT
2346
Moisand Fitzgerald Tamayo
Florida
$14K – – –
CFFP
2347
Center for Financial Planning
Michigan
$13K – – –
FEG
2348
Financial Enhancement Group
Indiana
$13K – – –
CCC
2349
Crescent Capital Consulting
Louisiana
$13K – – –
RG
2350
Retirement Group
California
$13K +$13K +115 New
92 93
94
95 96