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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 %
IWC
1226
Integrated Wealth Concepts
Massachusetts
$687K +$390K +4,443 +132%
SI
1227
Scharf Investments
California
$684K -$26.2K -298 -4%
AG
1228
Algert Global
California
$684K +$103K +1,169 +18%
SFFS
1229
Stonehage Fleming Financial Services
Jersey
$680K +$55.4K +630 +9%
BFG
1230
Beacon Financial Group
Texas
$675K +$183K +2,076 +37%
SAM
1231
SignalPoint Asset Management
Missouri
$672K -$1.32K -15 -0.2%
MCM
1232
Manchester Capital Management
Vermont
$671K -$43.9K -500 -6%
FBA
1233
Front Barnett Associates
Illinois
$668K – – –
MFG
1234
Magnus Financial Group
New York
$667K -$160K -1,818 -19%
AF
1235
Advisornet Financial
Minnesota
$665K -$42.9K -488 -6%
BIA
1236
Bigelow Investment Advisors
Maine
$665K +$3.08K +35 +0.5%
CWP
1237
Capital Wealth Planning
Florida
$664K -$6.94K -79 -1%
PBT
1238
Pictet Bank & Trust
Bahamas
$663K – – –
GFS
1239
GYL Financial Synergies
Connecticut
$663K +$85.9K +977 +15%
BWFA
1240
Baltimore-Washington Financial Advisors
Maryland
$663K +$212K +2,410 +47%
SWMG
1241
Signature Wealth Management Group
Georgia
$659K -$7.82K -89 -1%
HL
1242
HeadInvest LLC
Maine
$653K – – –
PFS
1243
Physicians Financial Services
North Carolina
$652K +$88 +1 +0%
WAG
1244
Winthrop Advisory Group
Massachusetts
$649K +$88.5K +1,006 +16%
BFA
1245
Bragg Financial Advisors
North Carolina
$647K +$269K +3,056 +71%
IIC
1246
Integrated Investment Consultants
Michigan
$646K -$17.6K -200 -3%
AIC
1247
Archer Investment Corporation
Indiana
$643K +$57.2K +650 +10%
VI
1248
Versor Investments
New York
$642K -$3.39M -38,500 -84%
FBB
1249
Fulton Breakefield Broenniman
Maryland
$638K +$8.53K +97 +1%
LC
1250
Lindbrook Capital
California
$637K -$3.34K -38 -0.5%
48 49
50
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