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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 %
MCIA
1151
Mountain Capital Investment Advisors
Colorado
$1.47M +$58.6K +508 +4%
AFP
1152
Ausdal Financial Partners
Iowa
$1.47M +$28.5K +261 +2%
CWS
1153
Cypress Wealth Services
California
$1.46M -$7.1K -65 -0.5%
DA
1154
DCM Advisors
New York
$1.46M -$599K -5,478 -29%
LC
1155
LCNB Corp
Ohio
$1.45M -$32.8K -300 -2%
VWA
1156
V Wealth Advisors
Kansas
$1.44M -$35.6K -326 -2%
QPWM
1157
Quadrant Private Wealth Management
Pennsylvania
$1.44M -$464K -4,244 -24%
CIG
1158
Consolidated Investment Group
Colorado
$1.43M – – –
PJSIMP
1159
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.43M – – –
WSFS
1160
Wilmington Savings Fund Society
Delaware
$1.41M +$1.09K +10 +0.1%
WFG
1161
Wills Financial Group
Virginia
$1.4M -$12.6K -115 -0.9%
SFA
1162
Semmax Financial Advisors
North Carolina
$1.4M +$14.6K +134 +1%
AWE
1163
Avidian Wealth Enterprises
Texas
$1.39M +$59.4K +544 +4%
RCA
1164
Resonant Capital Advisors
Wisconsin
$1.39M +$49.1K +449 +4%
RMAM
1165
Raab & Moskowitz Asset Management
New Jersey
$1.38M +$161K +1,472 +13%
NME
1166
Notis-McConarty Edward
$1.38M – – –
AssetMark Inc
1167
AssetMark Inc
California
$1.38M -$195K -1,781 -12%
HWA
1168
Heritage Wealth Advisors
Virginia
$1.38M -$617K -5,649 -31%
HI
1169
HBK Investments
Texas
$1.38M +$1.38M +12,589 New
KMWM
1170
Keudell/Morrison Wealth Management
Oregon
$1.37M -$22.9K -210 -2%
AWA
1171
Aaron Wealth Advisors
Illinois
$1.37M -$3.93K -36 -0.3%
SWMG
1172
Signature Wealth Management Group
Georgia
$1.37M +$33.4K +306 +3%
IMRF
1173
Illinois Municipal Retirement Fund
Illinois
$1.37M +$452K +4,140 +50%
AWM
1174
Altium Wealth Management
New York
$1.36M +$27.5K +252 +2%
SS
1175
Sunbelt Securities
Texas
$1.36M -$25.5K -233 -2%
45 46
47
48 49