We are live on ! Find out more
SBUX icon

Starbucks

1,142 hedge funds and large institutions have $50.8B invested in Starbucks in 2015 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 69

51% more funds holding in top 10

Funds holding in top 10: 4771 (+24)

13% more capital invested

Capital invested by funds: $45.1B → $50.8B (+$5.74B)

13% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 407

5% more funds holding

Funds holding: 1,0831,142 (+59)

9% less call options, than puts

Call options by funds: $686M | Put options by funds: $753M

Holders
1,142
Holders Change
+59
Holders Change %
+5.45%
% of All Funds
30.44%
Holding in Top 10
71
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+51.06%
% of All Funds
1.89%
New
141
Increased
458
Reduced
407
Closed
69
Calls
$686M
Puts
$753M
Net Calls
-$67.6M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1126
Edge Wealth Management
New York
$10K +$719 +16 +8%
GWA
1127
Genesis Wealth Advisors
Massachusetts
$9.3K -$8.98K -200 -50%
ARMC
1128
American Research & Management Company
Massachusetts
$9K
CWM
1129
Cranbrook Wealth Management
Michigan
$9K
OAJ
1130
Ogorek Anthony Joseph
New York
$9K
IF
1131
Ironwood Financial
Arizona
$8K
LWA
1132
Lenox Wealth Advisors
New York
$8K
FCCM
1133
First City Capital Management
Georgia
$7.1K
SAC
1134
Smith Affiliated Capital
New York
$7.1K
HR
1135
Howe & Rusling
New York
$5K +$3.06K +68 +227%
HDIM
1136
Hanson & Doremus Investment Management
Vermont
$5K +$4.49K +100 New
OC
1137
Oakworth Capital
Alabama
$5K +$4.94K +110 +100%
ACS
1138
Archford Capital Strategies
Illinois
$4.07K -$1.17K -26 -23%
KA
1139
Klingman & Associates
New York
$4K
WA
1140
WBH Advisory
Maryland
$1.5K -$40.8K -908 -3%
AT
1141
Arden Trust
Delaware
$1.02K +$966K +21,502 New
EMA
1142
Efficient Market Advisors
California
$1K
Millennium Management
1143
Millennium Management
New York
-$31.4M -764,328 Closed
KWILP
1144
Kiwi Wealth Investments Limited Partnership
New Zealand
-$21.3M -518,022 Closed
Canada Pension Plan Investment Board
1145
Canada Pension Plan Investment Board
Ontario, Canada
-$20.7M -505,456 Closed
SCM
1146
Stevens Capital Management
Pennsylvania
-$9.6M -234,096 Closed
Nomura Holdings
1147
Nomura Holdings
Japan
-$7.74M -190,262 Closed
AF
1148
Ally Financial
Michigan
-$5.91M -144,000 Closed
GHA
1149
GW Henssler & Associates
Georgia
-$5.26M -128,128 Closed
PWM
1150
Patriot Wealth Management
Texas
-$5.08M -123,786 Closed