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Starbucks
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 %
SAM
601
Silvercrest Asset Management
New York
$3.61M +$428K +6,515 +13%
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$3.58M -$216K -3,287 -6%
ECG
603
Edge Capital Group
Georgia
$3.56M +$3.56M +54,160 New
AF
604
Ally Financial
Michigan
$3.55M +$1.25M +19,038 +54%
MCWS
605
McKinley Carter Wealth Services
West Virginia
$3.55M +$156K +2,377 +5%
BS
606
Banco Santander
Spain
$3.54M -$37.2M -565,591 -91%
EIM
607
Essex Investment Management
Massachusetts
$3.54M +$2.12M +32,239 +149%
ECM
608
ETrade Capital Management
Virginia
$3.53M -$89.6K -1,363 -2%
JCM
609
Jag Capital Management
Missouri
$3.52M -$12M -182,902 -77%
B
610
Barings
North Carolina
$3.52M -$1.94M -29,492 -36%
HA
611
Hamel Associates
New Jersey
$3.52M +$52.6K +800 +2%
MA
612
Montag & Associates
Georgia
$3.52M +$1.97M +29,893 +127%
WIA
613
Wealthstreet Investment Advisors
Texas
$3.51M +$689K +10,475 +24%
IFAM
614
Institutional & Family Asset Management
Colorado
$3.48M +$496K +7,545 +17%
PWS
615
Peloton Wealth Strategists
Indiana
$3.46M -$230K -3,500 -6%
CA
616
Cetera Advisors
Colorado
$3.46M -$1.02M -15,524 -23%
WB
617
WesBanco Bank
West Virginia
$3.46M +$684K +10,407 +25%
V
618
Veritable
Delaware
$3.4M +$374K +5,691 +12%
MCP
619
Martin Capital Partners
Oregon
$3.4M +$60.1K +914 +2%
BSW
620
Buckingham Strategic Wealth
Missouri
$3.4M +$2.13M +32,335 +167%
BRA
621
Bender Robert & Associates
California
$3.39M -$53.3K -811 -2%
VFA
622
Voya Financial Advisors
Connecticut
$3.39M +$624K +9,191 +23%
WAM
623
World Asset Management
Michigan
$3.38M -$2.34M -35,625 -41%
AWP
624
Ascent Wealth Partners
New York
$3.38M +$38K +578 +1%
KFP
625
KMG Fiduciary Partners
Ohio
$3.33M +$120K +1,822 +4%
23 24
25
26 27