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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 %
FFA
651
Fragasso Financial Advisors
Pennsylvania
$3.09M +$121K +1,845 +4%
FDCDDQ
652
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.07M -$35.2K -536 -1%
LS
653
Livforsakringsbolaget Skandia
Sweden
$3.06M +$243K +3,700 +9%
FAIM
654
Financial Advocates Investment Management
Washington
$3.05M +$67.7K +1,030 +2%
PDN
655
Pensionfund DSM Netherlands
Netherlands
$3.04M -$329K -5,000 -10%
1WA
656
180 Wealth Advisors
Washington
$3.03M +$13.5K +207 +0.4%
ACM
657
Advisors Capital Management
New Jersey
$3.02M +$1.85M +28,141 +158%
PG
658
Pendal Group
Australia
$3.01M -$6.82M -103,742 -69%
NLGIA
659
Nippon Life Global Investors Americas
New York
$3.01M – – –
TCM
660
Tradewinds Capital Management
Washington
$2.99M -$264K -4,018 -8%
DP
661
Dearborn Partners
Illinois
$2.98M +$279K +4,246 +10%
AA
662
Ancora Advisors
Ohio
$2.95M +$478K +7,267 +19%
AMM
663
American Money Management
California
$2.94M -$16K -244 -0.5%
NA
664
NewEdge Advisors
Louisiana
$2.94M -$470K -7,144 -14%
TCOK
665
Trust Company of Kansas
Kansas
$2.94M -$19.6K -298 -0.7%
Wealthfront Advisers
666
Wealthfront Advisers
California
$2.93M -$765K -11,634 -21%
BPGAM
667
BTG Pactual Global Asset Management
Bermuda
$2.92M -$242K -3,677 -8%
GP
668
Girard Partners
Pennsylvania
$2.92M -$103K -1,562 -3%
OCM
669
Oakwood Capital Management
California
$2.91M +$2.91M +44,324 New
LA
670
LVW Advisors
New York
$2.91M +$561K +8,532 +24%
PMG
671
ProVise Management Group
Florida
$2.9M -$13.5K -205 -0.5%
RRAM
672
River Road Asset Management
Kentucky
$2.89M +$2.89M +44,000 New
IEFM
673
IQ EQ Fund Management
Ireland
$2.87M +$67.9K +1,033 +2%
CCP
674
Corient Capital Partners
California
$2.86M -$130K -1,975 -4%
CC
675
Cornerstone Capital
California
$2.85M +$2.85M +43,375 New
25 26
27
28 29