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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 %
LIM
676
Loudon Investment Management
New Hampshire
$2.84M – – –
HC
677
Hendley & Co
Ohio
$2.83M +$43.1K +655 +2%
WS
678
Wedbush Securities
California
$2.83M -$312K -5,052 -10%
GAB
679
German American Bancorp
Indiana
$2.8M +$136K +2,070 +5%
CCM
680
Carderock Capital Management
Maryland
$2.8M -$73.6K -1,120 -3%
BRWA
681
B. Riley Wealth Advisors
Florida
$2.78M -$448K -6,817 -14%
BO
682
BRR OpCo
Ohio
$2.77M +$76.2K +1,159 +3%
CWP
683
CFM Wealth Partners
Texas
$2.76M -$6.77K -103 -0.2%
Hudson Bay Capital Management
684
Hudson Bay Capital Management
Connecticut
$2.76M +$2.76M +42,034 New
PCTC
685
Perkins Coie Trust Company
Washington
$2.76M -$112K -1,707 -4%
IAA
686
Independent Advisor Alliance
North Carolina
$2.74M +$1.27M +19,361 +87%
ECM
687
Evergreen Capital Management
Washington
$2.73M +$2.3M +34,928 +525%
CWM
688
CMH Wealth Management
New Hampshire
$2.73M +$2.73M +41,545 New
NSIM
689
North Star Investment Management
Illinois
$2.73M -$390K -5,929 -13%
BCM
690
BTC Capital Management
Iowa
$2.73M +$45.9K +698 +2%
BCA
691
Bray Capital Advisors
Florida
$2.72M -$120K -1,823 -4%
FIB
692
First Interstate Bank
Montana
$2.71M +$9.07K +138 +0.3%
LWM
693
Lyell Wealth Management
California
$2.71M +$558K +8,481 +26%
BIMC
694
Benson Investment Management Company
Virginia
$2.7M +$35.5K +540 +1%
ASN
695
Advisory Services Network
Georgia
$2.69M +$786K +11,952 +41%
SC
696
Sepio Capital
Utah
$2.67M +$112K +1,707 +4%
SLI
697
Sumitomo Life Insurance
Japan
$2.66M +$36.2K +550 +1%
VC
698
Voit & Company
Wisconsin
$2.64M -$84.9K -1,291 -3%
BBWA
699
Bell & Brown Wealth Advisors
California
$2.64M +$133K +1,736 +5%
FBT
700
First Bankers Trust
Kentucky
$2.64M +$107K +1,624 +4%
26 27
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