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SBUX

Overview Fund Activity

1,863 hedge funds and large institutions have $53.5B invested in Starbucks in 2020 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 872 increasing their positions, 641 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
-52
Holders Change %
-2.72%
% of All Funds
41.15%
Holding in Top 10
58
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.45%
% of All Funds
1.28%
New
198
Increased
872
Reduced
641
Closed
225
Calls
$929M
Puts
$1.75B
Net Calls
-$824M
Net Calls Change
+$77.1M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$316M
2
PSCM
Pershing Square Capital Management
New York
+$307M
3
BlackRock
BlackRock
New York
+$238M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$214M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$207M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$770M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$574M
3
Renaissance Technologies
Renaissance Technologies
New York
-$262M
4
CSIA
Charles Schwab Investment Advisory
California
-$193M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCI
326
Financial Counselors Inc
Kansas
$11.3M +$3.82M +58,148 +51%
EWA
327
EP Wealth Advisors
California
$11.3M +$9.33M +141,882 +477%
WF
328
Welch & Forbes
Massachusetts
$11.1M +$4.25M +64,706 +62%
KIA
329
KCM Investment Advisors
California
$11.1M +$91.8K +1,397 +0.8%
MSA
330
Mason Street Advisors
Wisconsin
$11.1M – – –
PIA
331
Piedmont Investment Advisors
North Carolina
$11.1M +$1.15M +17,512 +12%
SIA
332
Sit Investment Associates
Minnesota
$11.1M +$1.84M +27,965 +20%
GT
333
Greenleaf Trust
Michigan
$10.9M +$411K +6,246 +4%
CRC
334
Curi RMB Capital
Illinois
$10.8M -$54K -821 -0.5%
MIA
335
MainStreet Investment Advisors
Illinois
$10.8M +$615K +9,356 +6%
ERSOT
336
Employees Retirement System of Texas
Texas
$10.7M – – –
SW
337
SVB Wealth
Massachusetts
$10.7M +$823K +12,517 +8%
SCM
338
Smead Capital Management
Arizona
$10.7M -$8.89M -135,229 -45%
JIC
339
Johnson Investment Counsel
Ohio
$10.7M -$412K -6,271 -4%
Man Group
340
Man Group
United Kingdom
$10.6M -$108M -1,637,985 -91%
MOACM
341
Mutual of America Capital Management
New York
$10.6M +$59.4K +903 +0.6%
LCP
342
LGT Capital Partners
Switzerland
$10.6M +$1.37M +20,809 +15%
PCC
343
Park Circle Company
Maryland
$10.5M -$657K -10,000 -6%
SCM
344
Shelton Capital Management
Colorado
$10.4M -$367K -5,577 -3%
ACM
345
Azimuth Capital Management
Michigan
$10.4M +$547K +8,320 +6%
DBT
346
Dubuque Bank & Trust
Iowa
$10.3M -$833K -12,679 -8%
VW
347
Vantage Wealth
California
$10.2M +$2.81M +42,793 +38%
ClearBridge Investments
348
ClearBridge Investments
New York
$10.2M +$725K +11,024 +8%
JC
349
Jacobs & Co
California
$10.1M -$41.2K -627 -0.4%
SRC
350
Shufro Rose & Co
New York
$10.1M -$157K -2,394 -2%
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