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Starbucks
SBUX

Overview Fund Activity

1,863 hedge funds and large institutions have $53.5B invested in Starbucks in 2020 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 872 increasing their positions, 641 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
-52
Holders Change %
-2.72%
% of All Funds
41.15%
Holding in Top 10
58
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.45%
% of All Funds
1.28%
New
198
Increased
872
Reduced
641
Closed
225
Calls
$929M
Puts
$1.75B
Net Calls
-$824M
Net Calls Change
+$77.1M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$316M
2
PSCM
Pershing Square Capital Management
New York
+$307M
3
BlackRock
BlackRock
New York
+$238M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$214M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$207M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$770M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$574M
3
Renaissance Technologies
Renaissance Technologies
New York
-$262M
4
CSIA
Charles Schwab Investment Advisory
California
-$193M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFFS
1251
Stonehage Fleming Financial Services
Jersey
$567K +$59.1K +900 +12%
UR
1252
USCA RIA
Texas
$567K +$294K +4,473 +108%
CB
1253
CNB Bank
Pennsylvania
$563K +$241K +3,675 +75%
AIIMS
1254
Analyst IMS Investment Management Services
Israel
$559K -$71.9K -1,093 -11%
CIA
1255
CSat Investment Advisory
Michigan
$559K +$94.2K +1,432 +20%
AIM
1256
Acropolis Investment Management
Missouri
$559K +$112K +1,711 +25%
MS
1257
Maven Securities
Jersey
$559K +$559K +8,505 New
GC
1258
Grimes & Company
Massachusetts
$556K – – –
ACS
1259
Archford Capital Strategies
Illinois
$555K +$132K +2,014 +31%
MCM
1260
Marathon Capital Management
Maryland
$554K -$271K -4,134 -33%
AGM
1261
Alpine Global Management
New York
$551K +$551K +8,388 New
BI
1262
Bramshill Investments
Florida
$550K +$550K +8,360 New
CEP
1263
Chicago Equity Partners
Illinois
$549K -$1.28M -19,470 -70%
MFS
1264
Madrona Financial Services
Washington
$546K -$67.4K -1,024 -11%
PCS
1265
Personal CFO Solutions
New Jersey
$546K +$80K +1,218 +17%
AWM
1266
Avior Wealth Management
Nebraska
$540K -$11.5K -176 -2%
WP
1267
WealthPLAN Partners
Nebraska
$537K +$45.3K +611 +9%
CT
1268
Columbia Trust
Oregon
$535K +$62K +945 +13%
FMWA
1269
Forvis Mazars Wealth Advisors
Missouri
$532K +$127K +1,931 +31%
LHC
1270
Little House Capital
Massachusetts
$531K +$287K +4,370 +118%
CFGS
1271
Concourse Financial Group Securities
Alabama
$530K -$59K -897 -10%
CFMC
1272
Curbstone Financial Management Corp
New Hampshire
$529K +$6.58K +100 +1%
BIA
1273
Bigelow Investment Advisors
Maine
$529K +$31.4K +478 +6%
DP
1274
DDD Partners
Washington
$527K +$282K +4,287 +115%
MC
1275
Moors & Cabot
Massachusetts
$525K -$161K -2,429 -23%
49 50
51
52 53