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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 %
WPW
1201
Waldron Private Wealth
Pennsylvania
$1.28M -$34.5K -316 -3%
QSS
1202
Quantitative Systematic Strategies
Florida
$1.28M -$2.47M -22,625 -66%
PCM
1203
Poehling Capital Management
Wisconsin
$1.28M -$32.3K -296 -2%
ANRIA
1204
American National Registered Investment Advisor
Texas
$1.28M -$984 -9 -0.1%
FFC
1205
First Financial Corp
Indiana
$1.28M -$38.8K -355 -3%
RWM
1206
Ritholtz Wealth Management
New York
$1.27M +$377K +3,447 +42%
ICM
1207
IMS Capital Management
Oregon
$1.27M +$6.34K +58 +0.5%
CCMT
1208
CMT Capital Markets Trading
Germany
$1.26M +$409K +3,743 +48%
AWP
1209
Accretive Wealth Partners
New Jersey
$1.26M +$39.9K +365 +3%
MCM
1210
Mengis Capital Management
Oregon
$1.26M +$328 +3 +0%
DBRC
1211
D.B. Root & Company
Pennsylvania
$1.26M +$23.4K +214 +2%
AMCA
1212
Arthur M. Cohen & Associates
Illinois
$1.25M +$104K +950 +9%
MWM
1213
Meridian Wealth Management
Kentucky
$1.25M +$220K +2,013 +21%
EFSCE
1214
Enterprise Financial Services Corp (EFSC)
Missouri
$1.25M -$20K -183 -2%
TIM
1215
Thompson Investment Management
Wisconsin
$1.25M – – –
TCM
1216
Traynor Capital Management
Pennsylvania
$1.25M -$15.5K -142 -1%
SWA
1217
SFMG Wealth Advisors
Texas
$1.24M +$129K +1,183 +12%
ZB
1218
Zions Bancorporation
Utah
$1.24M +$708K +6,476 +133%
MFS
1219
Madrona Financial Services
Washington
$1.24M -$227K -2,078 -15%
SWM
1220
SeaCrest Wealth Management
New York
$1.24M -$59.1K -541 -5%
WI
1221
Wintrust Investments
Illinois
$1.24M +$1.24M +11,301 New
HBT
1222
Hills Bank & Trust
Iowa
$1.23M -$1.27M -11,613 -51%
VI
1223
Versor Investments
New York
$1.23M +$1.23M +11,272 New
GWSG
1224
GPS Wealth Strategies Group
Colorado
$1.22M +$42.9K +393 +4%
LWIC
1225
Leith Wheeler Investment Counsel
British Columbia, Canada
$1.22M +$755K +6,908 +161%
47 48
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