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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 %
JWA
1376
JFS Wealth Advisors
Pennsylvania
$402K +$30.6K +466 +8%
EW
1377
Evoke Wealth
California
$401K -$47.3K -720 -11%
SI
1378
Scharf Investments
California
$400K -$111K -1,685 -22%
OWA
1379
One Wealth Advisors
California
$400K +$25.7K +391 +7%
EM
1380
Excalibur Management
Massachusetts
$400K +$26.9K +410 +7%
CW
1381
CreativeOne Wealth
Kansas
$400K +$97.2K +1,480 +32%
AA
1382
Auxano Advisors
Washington
$399K +$399K +6,066 New
AC
1383
Abbrea Capital
California
$396K -$77.2K -1,175 -16%
GPA
1384
Garrison Point Advisors
California
$396K +$6.58K +100 +2%
MBTD
1385
Mechanics Bank - Trust Department
California
$394K -$597K -9,055 -60%
TSS
1386
Thomas Story & Son
Indiana
$394K – – –
AWE
1387
Avidian Wealth Enterprises
Texas
$394K +$26.1K +398 +7%
WAP
1388
Wealthcare Advisory Partners
Pennsylvania
$393K +$87.4K +1,330 +29%
FWP
1389
FAS Wealth Partners
Kansas
$390K +$164K +2,503 +73%
AF
1390
Advisornet Financial
Minnesota
$389K -$108K -1,642 -22%
PA
1391
Procyon Advisors
Connecticut
$387K +$50.7K +772 +15%
HGWM
1392
Horst & Graben Wealth Management
Oregon
$387K +$387K +5,891 New
PAMG
1393
Patton Albertson Miller Group
Tennessee
$384K -$10.7K -163 -3%
AWA
1394
ARS Wealth Advisors
Florida
$381K +$395 +6 +0.1%
GBT
1395
Grove Bank & Trust
Florida
$381K +$27.8K +423 +8%
RWM
1396
Ritholtz Wealth Management
New York
$381K +$381K +5,791 New
CAAS
1397
Capital Asset Advisory Services
Michigan
$380K -$134K -1,817 -26%
SPL
1398
Smart Portfolios LLC
Washington
$380K +$3.55K +54 +0.9%
IA
1399
IFG Advisors
Missouri
$380K +$380K +5,785 New
LSAG
1400
Lake Street Advisors Group
New Hampshire
$377K +$9.14K +139 +2%
54 55
56
57 58