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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 %
SWA
1401
Sutton Wealth Advisors
Florida
$427K – – –
PP
1402
PagnatoKarp Partners
Virginia
$425K -$14.9K -170 -3%
BWP
1403
Bernardo Wealth Planning
Pennsylvania
$423K +$9.12K +104 +2%
MC
1404
Montag & Caldwell
Georgia
$422K – – –
MWC
1405
MBM Wealth Consultants
Missouri
$421K -$25K -284 -6%
AF
1406
Allworth Financial
California
$421K +$78.8K +896 +23%
C
1407
Certuity
Florida
$421K +$421K +4,789 New
WP
1408
WealthSource Partners
California
$419K +$56.9K +648 +16%
ATPW
1409
Ashton Thomas Private Wealth
Arizona
$415K +$51.7K +588 +14%
BFO
1410
Boston Family Office
Massachusetts
$414K +$8.89K +101 +2%
ZAM
1411
Zevin Asset Management
Massachusetts
$413K -$51.9K -590 -11%
REMPR
1412
Roof Eidam Maycock Peralta (REMP)
California
$413K – – –
PBC
1413
Pavion Blue Capital
California
$413K +$413K +4,693 New
FHC
1414
First Heartland Consultants
Missouri
$412K +$176 +2 +0%
NSAM
1415
North Star Asset Management
Wisconsin
$412K +$2.2K +25 +0.5%
SFG
1416
Summit Financial Group
West Virginia
$410K – – –
HPC
1417
HM Payson & Co
Maine
$409K – – –
WAP
1418
Wealthcare Advisory Partners
Pennsylvania
$409K +$28.5K +324 +7%
BCWM
1419
Blue Chip Wealth Management
Florida
$409K +$62.7K +713 +18%
CAW
1420
Cornerstone Advisors (Washington)
Washington
$408K -$1.94K -22 -0.5%
WA
1421
Wambolt & Associates
Colorado
$405K – – –
CW
1422
CreativeOne Wealth
Kansas
$405K +$56.9K +647 +16%
CCM
1423
Crabel Capital Management
California
$404K -$139K -1,579 -26%
MMM
1424
Mendel Money Management
Illinois
$404K – – –
JHCP
1425
Jackson Hole Capital Partners
Oklahoma
$404K – – –
55 56
57
58 59