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SBUX

Overview Fund Activity

2,222 hedge funds and large institutions have $89.5B invested in Starbucks in 2021 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 980 increasing their positions, 828 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,222
Holders Change
+26
Holders Change %
+1.18%
% of All Funds
39.13%
Holding in Top 10
77
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.62%
% of All Funds
1.36%
New
166
Increased
980
Reduced
828
Closed
109
Calls
$1.79B
Puts
$2.36B
Net Calls
-$562M
Net Calls Change
+$770M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$807M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$694M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$358M
4
MCM
Melvin Capital Management
New York
+$273M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$208M

Top Sellers

1
PSCM
Pershing Square Capital Management
New York
-$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$467M
3
BlackRock
BlackRock
New York
-$223M
4
JSP
Jackson Square Partners
California
-$214M
5
VAM
Vontobel Asset Management
New York
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
HA
601
Hamel Associates
New Jersey
$6.16M -$120K -1,100 -2%
PAS
602
Park Avenue Securities
New York
$6.16M +$939K +8,593 +18%
IAA
603
Independent Advisor Alliance
North Carolina
$6.11M +$1.28M +11,722 +27%
HWA
604
HCR Wealth Advisors
California
$6.05M -$1.15M -10,519 -16%
KFP
605
KMG Fiduciary Partners
Ohio
$6M +$131K +1,202 +2%
RFM
606
Royal Fund Management
Florida
$6M +$218K +1,995 +4%
BA
607
Bristlecone Advisors
Washington
$6M +$9.94K +91 +0.2%
ABC
608
Associated Banc-Corp
Wisconsin
$5.97M -$1.13M -17,166 -16%
BRWA
609
B. Riley Wealth Advisors
Florida
$5.95M +$1.03M +9,447 +21%
CA
610
Callahan Advisors
Texas
$5.88M +$2.26M +20,698 +63%
WIA
611
Wealthstreet Investment Advisors
Texas
$5.87M -$53.4K -489 -0.9%
BFG
612
Beacon Financial Group
Texas
$5.84M – – –
HFS
613
HBC Financial Services
Washington
$5.84M -$33.8K -290 -0.6%
NMIMC
614
Northwestern Mutual Investment Management Company
Wisconsin
$5.83M -$1.21M -11,039 -17%
SWP
615
Stratos Wealth Partners
Ohio
$5.82M -$12.3K -113 -0.2%
GAB
616
German American Bancorp
Indiana
$5.82M +$511K +4,676 +10%
RC
617
Reik & Co
New York
$5.81M +$1.04M +9,561 +22%
BCPWM
618
Bradley & Co Private Wealth Management
Florida
$5.8M +$5.8M +53,097 New
PC
619
Permanens Capital
New York
$5.79M +$5.79M +52,963 New
FFA
620
Fragasso Financial Advisors
Pennsylvania
$5.79M +$215K +1,968 +4%
KA
621
Kercheville Advisors
Texas
$5.74M +$33.3K +305 +0.6%
FWM
622
Frontier Wealth Management
Missouri
$5.69M -$18.1K -166 -0.3%
RAM
623
Riggs Asset Management
Pennsylvania
$5.68M -$214K -1,955 -4%
KPWS
624
Kestra Private Wealth Services
Texas
$5.64M +$168K +1,534 +3%
DP
625
Dearborn Partners
Illinois
$5.6M +$328K +2,998 +6%
23 24
25
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