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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 %
AWM
1201
Avior Wealth Management
Nebraska
$738K -$69.5K -792 -9%
LMAM
1202
Legg Mason Asset Management
Japan
$738K +$238K +2,655 +47%
OEP
1203
Ocean Endowment Partners
Illinois
$738K +$738K +8,395 New
HWA
1204
Heritage Wealth Advisors
Virginia
$736K +$3.43K +39 +0.5%
MLL
1205
Moody Lynn & Lieberson
Massachusetts
$733K +$10.9K +124 +2%
PTB
1206
Pioneer Trust Bank
Oregon
$731K -$229K -2,600 -24%
RWP
1207
RWA Wealth Partners
Massachusetts
$730K -$245K -2,784 -25%
CCT
1208
Country Club Trust
Missouri
$730K +$8.65K +99 +1%
TFS
1209
Thoroughbred Financial Services
Tennessee
$725K +$74.5K +847 +11%
TWA
1210
TCI Wealth Advisors
Arizona
$723K +$3.61K +41 +0.5%
RMAM
1211
Raab & Moskowitz Asset Management
New Jersey
$719K -$10.1K -115 -1%
APP
1212
Avantax Planning Partners
Iowa
$719K +$3.69K +42 +0.5%
BI
1213
Ballast Inc
Kentucky
$719K +$25.2K +287 +4%
DL
1214
DOHJ LLC
Washington
$715K +$715K +8,135 New
FCA
1215
FLC Capital Advisors
California
$711K – – –
H
1216
HoyleCohen
California
$710K – – –
WCM
1217
Weld Capital Management
New York
$709K -$2.08M -23,681 -75%
WJWM
1218
Williams Jones Wealth Management
New York
$706K -$181K -2,060 -20%
PV
1219
Private Vista
Illinois
$701K -$36.3K -412 -5%
CA
1220
Cambridge Advisors
Nebraska
$698K -$26.4K -300 -4%
CFMC
1221
Curbstone Financial Management Corp
New Hampshire
$698K – – –
WI
1222
WrapManager Inc
California
$694K +$32.5K +370 +5%
RA
1223
RFG Advisory
Alabama
$694K +$55.2K +628 +9%
FBFS
1224
First Business Financial Services
Wisconsin
$692K +$692K +7,871 New
OFG
1225
OmniStar Financial Group
North Carolina
$689K -$16.8K -191 -2%
47 48
49
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