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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 %
RPWA
1026
Regent Peak Wealth Advisors
Georgia
$1M -$35.4K -538 -3%
SMFS
1027
Squar Milner Financial Services
California
$1M +$191K +2,911 +24%
AIMCA
1028
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1M +$1M +15,000 New
BOS
1029
Bingham Osborn & Scarborough
California
$1M +$39.5K +601 +4%
KA
1030
Kovack Advisors
Florida
$999K +$20.6K +313 +2%
AAM
1031
Azzad Asset Management
Virginia
$998K -$1.26M -19,227 -56%
BCM
1032
Breiter Capital Management
Florida
$997K -$75.7K -1,151 -7%
EFSCE
1033
Enterprise Financial Services Corp (EFSC)
Missouri
$997K +$122K +1,853 +14%
BB
1034
Bell Bank
North Dakota
$996K +$526 +8 +0.1%
SSWM
1035
Sheets Smith Wealth Management
North Carolina
$993K -$146K -2,227 -13%
EWM
1036
Executive Wealth Management
Michigan
$993K +$121K +1,842 +14%
NFC
1037
Northeast Financial Consultants
Connecticut
$992K +$1.51K +23 +0.2%
TA
1038
Tiedemann Advisors
New York
$990K +$76.8K +1,168 +8%
MWM
1039
Minot Wealth Management
Massachusetts
$987K +$306K +4,656 +45%
BOC
1040
Barbara Oil Co
Illinois
$986K – – –
DAM
1041
Deltec Asset Management
New York
$986K +$986K +15,000 New
CIM
1042
CIM Investment Management
Pennsylvania
$985K +$985K +14,980 New
PIM
1043
Profit Investment Management
Maryland
$981K – – –
VIA
1044
Vident Investment Advisory
Georgia
$981K +$370K +5,637 +61%
TPWA
1045
TRUE Private Wealth Advisors
Oregon
$980K +$329 +5 +0%
YWP
1046
YorkBridge Wealth Partners
New York
$979K -$51.5K -783 -5%
RFA
1047
Reilly Financial Advisors
California
$975K +$13.1K +199 +1%
COF
1048
Capital One Financial
Virginia
$972K +$972K +14,792 New
PGCM
1049
Prescott Group Capital Management
Oklahoma
$965K – – –
SWMG
1050
Strategic Wealth Management Group
Maryland
$959K +$19.9K +302 +2%
40 41
42
43 44