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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 %
HR
1326
Howe & Rusling
New York
$527K – – –
CMI
1327
Clare Market Investments
Texas
$526K +$170K +1,937 +48%
PL
1328
Perpetual Ltd
Australia
$522K – – –
GPA
1329
Garrison Point Advisors
California
$520K – – –
DIA
1330
Dana Investment Advisors
Wisconsin
$518K +$180K +2,046 +53%
BC
1331
Belmont Capital
California
$517K +$517K +5,880 New
SW
1332
SkyOak Wealth
Michigan
$512K +$512K +5,823 New
SAM
1333
Strategy Asset Managers
California
$511K +$142K +1,619 +39%
GC
1334
Guardian Capital
Ontario, Canada
$510K +$35.2K +400 +7%
GPFA
1335
Game Plan Financial Advisors
Ohio
$510K +$510K +5,800 New
AWA
1336
ARS Wealth Advisors
Florida
$509K +$2.46K +28 +0.5%
SIG
1337
Sargent Investment Group
Maryland
$509K +$9.4K +107 +2%
SPL
1338
Smart Portfolios LLC
Washington
$503K – – –
WP
1339
WMS Partners
Maryland
$502K -$9.5K -108 -2%
OWA
1340
One Wealth Advisors
California
$501K -$24.9K -283 -5%
MCP
1341
Mirador Capital Partners
California
$500K -$34.9K -397 -7%
EM
1342
Excalibur Management
Massachusetts
$499K +$499K +5,680 New
JWA
1343
JFS Wealth Advisors
Pennsylvania
$497K – – –
SSWM
1344
Smith Salley Wealth Management
North Carolina
$497K +$56.6K +644 +13%
CAN
1345
Claraphi Advisory Network
United States
$497K +$81.7K +930 +20%
BCM
1346
Boltwood Capital Management
California
$496K -$74.8K -850 -13%
NBG
1347
Nancy B. Gardiner
$495K – – –
ZB
1348
Zions Bancorporation
Utah
$494K -$54.7K -622 -10%
AWE
1349
Avidian Wealth Enterprises
Texas
$493K +$142K +1,611 +40%
LSAG
1350
Lake Street Advisors Group
New Hampshire
$492K +$39.5K +449 +9%
52 53
54
55 56