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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 %
IWM
1101
IHT Wealth Management
Illinois
$1.63M +$43.5K +398 +3%
HSA
1102
HBK Sorce Advisory
Pennsylvania
$1.63M +$91.3K +836 +6%
BSA
1103
Braun Stacey Associates
New York
$1.62M -$16.7M -153,195 -91%
GJIC
1104
Gamble Jones Investment Counsel
California
$1.62M +$33.3K +305 +2%
FFA
1105
Founders Financial Alliance
North Carolina
$1.62M -$137K -1,233 -8%
HDIM
1106
Hanson & Doremus Investment Management
Vermont
$1.61M +$48.7K +446 +3%
SWMG
1107
Strategic Wealth Management Group
Maryland
$1.61M +$42.8K +392 +3%
GKIM
1108
GW&K Investment Management
Massachusetts
$1.61M -$2.44M -22,293 -60%
BAM
1109
Belpointe Asset Management
Nevada
$1.61M -$295K -2,700 -15%
SSWM
1110
Sheets Smith Wealth Management
North Carolina
$1.61M -$33.3K -305 -2%
WWM
1111
Wolff Wiese Magana
California
$1.61M -$75.9K -695 -5%
EHWM
1112
Eads & Heald Wealth Management
Georgia
$1.6M -$29K -265 -2%
PGCM
1113
Prescott Group Capital Management
Oklahoma
$1.6M – – –
CP
1114
Capital Planning
Washington
$1.6M +$345K +3,162 +28%
AP
1115
Arlington Partners
Alabama
$1.57M +$6.12K +56 +0.4%
EFMH
1116
E Fund Management (HK)
Hong Kong
$1.57M +$557K +5,100 +55%
APWM
1117
Atlas Private Wealth Management
New York
$1.56M -$36.2K -331 -2%
CWM
1118
Centric Wealth Management
Illinois
$1.56M +$26.4K +242 +2%
SLG
1119
Stanley-Laman Group
Pennsylvania
$1.56M +$144K +1,315 +10%
TAM
1120
Tealwood Asset Management
Minnesota
$1.56M -$22.9K -210 -1%
RFA
1121
Reilly Financial Advisors
California
$1.56M +$22.1K +202 +1%
BAMF
1122
BI Asset Management Fondsmaeglerselskab
Denmark
$1.55M +$118K +1,077 +8%
RCM
1123
RNC Capital Management
California
$1.55M -$94.2K -862 -6%
WWM
1124
Western Wealth Management
Colorado
$1.54M +$26.6K +243 +2%
CLOS
1125
Compagnie Lombard Odier SCmA
Switzerland
$1.53M -$268K -2,450 -15%
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