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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 %
FTIOP
551
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.41M -$2.67M -40,605 -38%
TW
552
Transform Wealth
Colorado
$4.41M -$45.9K -698 -1%
RAM
553
Roanoke Asset Management
New Jersey
$4.4M +$12.8K +195 +0.3%
SPIA
554
Steward Partners Investment Advisory
New York
$4.36M +$788K +11,992 +22%
CI Investments Inc
555
CI Investments Inc
Ontario, Canada
$4.34M -$9.11M -138,636 -68%
CIA
556
Covington Investment Advisors
Pennsylvania
$4.34M +$297K +4,525 +7%
ACA
557
Aptus Capital Advisors
Alabama
$4.33M +$3.91M +59,480 +941%
HIM
558
Harbour Investment Management
Washington
$4.31M -$46.5K -707 -1%
WMSA
559
Weiss Multi-Strategy Advisers
New York
$4.29M +$4.29M +65,274 New
WANY
560
Wealthspire Advisors (New York)
New York
$4.28M +$3.72M +56,541 +664%
BPIM
561
Brant Point Investment Management
New York
$4.27M +$4.27M +65,000 New
OMC
562
Oasis Management Company
Cayman Islands
$4.27M +$4.27M +65,000 New
FPFS
563
First Personal Financial Services
North Carolina
$4.27M +$302K +4,588 +8%
BAM
564
Bell Asset Management
Australia
$4.27M +$75.1K +1,142 +2%
TF
565
TIAA FSB
Florida
$4.25M +$357K +5,438 +9%
ECM
566
Elgethun Capital Management
South Dakota
$4.23M +$760K +11,564 +22%
VanEck Associates
567
VanEck Associates
New York
$4.23M -$984K -14,961 -19%
B
568
BP
United Kingdom
$4.21M +$1.51M +23,000 +56%
Thrivent Financial for Lutherans
569
Thrivent Financial for Lutherans
Minnesota
$4.12M -$54M -820,934 -93%
HWA
570
HCR Wealth Advisors
California
$4.1M +$180K +2,745 +5%
NMIMC
571
Northwestern Mutual Investment Management Company
Wisconsin
$4.05M +$1.03M +15,664 +34%
MCM
572
Matarin Capital Management
New York
$4.04M – – –
ACP
573
Ashfield Capital Partners
California
$4.03M +$36.9K +562 +0.9%
RCM
574
RB Capital Management
Nevada
$4.02M +$3.87M +59,590 +2,571%
AWM
575
AE Wealth Management
Kansas
$4.02M +$1.63M +24,828 +68%
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