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Starbucks
SBUX

Overview Fund Activity

1,915 hedge funds and large institutions have $71.4B invested in Starbucks in 2019 Q4 according to their latest regulatory filings, with 273 funds opening new positions, 738 increasing their positions, 662 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,915
Holders Change
+156
Holders Change %
+8.87%
% of All Funds
37.82%
Holding in Top 10
62
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-23.46%
% of All Funds
1.22%
New
273
Increased
738
Reduced
662
Closed
93
Calls
$1.03B
Puts
$1.93B
Net Calls
-$901M
Net Calls Change
-$523M

Top Buyers

1
MAM
Magellan Asset Management
Australia
+$312M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$243M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$193M
4
Truist Financial
Truist Financial
North Carolina
+$143M
5
Morgan Stanley
Morgan Stanley
New York
+$140M

Top Sellers

1
Invesco
Invesco
Georgia
-$1.07B
2
Renaissance Technologies
Renaissance Technologies
New York
-$351M
3
PSCM
Pershing Square Capital Management
New York
-$339M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$265M
5
Goldman Sachs
Goldman Sachs
New York
-$259M
Name Holding Trade Value Shares
Change 		Shares
Change %
MBTD
1001
Mechanics Bank - Trust Department
California
$1.32M +$43.1K +490 +3%
BOC
1002
Barbara Oil Co
Illinois
$1.32M – – –
OAM
1003
Ostrum Asset Management
France
$1.32M – – –
PIM
1004
Profit Investment Management
Maryland
$1.31M – – –
PO
1005
Private Ocean
California
$1.31M -$321K -3,646 -20%
TPWA
1006
TRUE Private Wealth Advisors
Oregon
$1.31M +$151K +1,721 +13%
KA
1007
Kovack Advisors
Florida
$1.31M +$311K +3,540 +31%
PGCM
1008
Prescott Group Capital Management
Oklahoma
$1.29M – – –
BOS
1009
Bingham Osborn & Scarborough
California
$1.29M +$1.14K +13 +0.1%
RFA
1010
Reilly Financial Advisors
California
$1.29M -$67.6K -769 -5%
AAS
1011
Avantax Advisory Services
Texas
$1.28M +$419K +4,787 +49%
TEE
1012
Tibra Equities Europe
United Kingdom
$1.27M -$800K -9,100 -39%
APWM
1013
Atlas Private Wealth Management
New York
$1.27M +$1.27M +14,491 New
Wealth Enhancement Advisory Services
1014
Wealth Enhancement Advisory Services
Minnesota
$1.27M +$1.27M +14,386 New
BDF
1015
Balasa Dinverno & Foltz
$1.26M -$85.6K -973 -6%
LC
1016
LCNB Corp
Ohio
$1.26M +$4.84K +55 +0.4%
CCA
1017
Checchi Capital Advisers
California
$1.26M +$239K +2,722 +24%
SWMG
1018
Strategic Wealth Management Group
Maryland
$1.26M +$264 +3 +0%
FFN
1019
Focus Financial Network
Minnesota
$1.25M +$126K +1,428 +11%
MSWM
1020
Mader & Shannon Wealth Management
Missouri
$1.25M +$1.25M +14,167 New
KMWM
1021
Keudell/Morrison Wealth Management
Oregon
$1.24M -$7.03K -80 -0.6%
VFM
1022
Viking Fund Management
North Dakota
$1.23M – – –
LWAC
1023
Laurel Wealth Advisors (California)
California
$1.22M -$835K -9,499 -41%
TA
1024
Tiedemann Advisors
New York
$1.22M +$1.22M +13,896 New
LWM
1025
Laidlaw Wealth Management
New York
$1.21M +$1.21M +13,812 New
39 40
41
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