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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 %
NJBEST
1426
New Jersey Better Educational Savings Trust
New Jersey
$404K +$404K +4,600 New
SIC
1427
Salem Investment Counselors
North Carolina
$402K – – –
CAMG
1428
CWA Asset Management Group
Florida
$402K +$65.1K +740 +19%
SDAM
1429
Shulman DeMeo Asset Management
New York
$399K -$10.9K -124 -3%
PSF
1430
Pacific Sun Financial
California
$399K – – –
CSWG
1431
Cardinal Strategic Wealth Guidance
Kentucky
$399K +$399K +4,536 New
O
1432
Ossiam
France
$396K -$2.86M -32,560 -88%
PAS
1433
Partnervest Advisory Services
California
$396K -$361K -4,111 -48%
TIA
1434
Tiemann Investment Advisors
California
$396K -$57.2K -650 -13%
CI
1435
Cavalier Investments
Georgia
$395K – – –
TAM
1436
Tradition Asset Management
Virginia
$395K +$21.9K +250 +6%
RIA
1437
Regal Investment Advisors
Michigan
$393K +$127K +1,446 +48%
HCM
1438
Hengehold Capital Management
Ohio
$392K -$366K -4,164 -48%
MC
1439
Matisse Capital
Oregon
$391K – – –
LP
1440
LGL Partners
Pennsylvania
$389K +$440 +5 +0.1%
PCM
1441
Prelude Capital Management
New York
$389K +$360K +4,086 +1,223%
WPC
1442
Waters Parkerson & Co
Louisiana
$387K – – –
BA
1443
Ballast Advisors
Minnesota
$386K +$386K +4,385 New
BHB
1444
Bank Hapoalim BM
Israel
$385K +$5.19K +59 +1%
AWM
1445
Aberdeen Wealth Management
Illinois
$385K +$385K +4,374 New
LA
1446
Legacy Advisors
Pennsylvania
$384K – – –
TSWM
1447
Triangle Securities Wealth Management
North Carolina
$383K +$12.9K +147 +3%
FIM
1448
Frontier Investment Management
Texas
$382K +$382K +4,341 New
BG
1449
Bellevue Group
Switzerland
$381K – – –
NFG
1450
Nations Financial Group
Iowa
$381K +$87.2K +991 +30%
56 57
58
59 60