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Starbucks
SBUX

Overview Fund Activity

2,222 hedge funds and large institutions have $89.5B invested in Starbucks in 2021 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 980 increasing their positions, 828 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,222
Holders Change
+26
Holders Change %
+1.18%
% of All Funds
39.13%
Holding in Top 10
77
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.62%
% of All Funds
1.36%
New
166
Increased
980
Reduced
828
Closed
109
Calls
$1.79B
Puts
$2.36B
Net Calls
-$562M
Net Calls Change
+$770M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$807M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$694M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$358M
4
MCM
Melvin Capital Management
New York
+$273M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$208M

Top Sellers

1
PSCM
Pershing Square Capital Management
New York
-$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$467M
3
BlackRock
BlackRock
New York
-$223M
4
JSP
Jackson Square Partners
California
-$214M
5
VAM
Vontobel Asset Management
New York
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
1501
Meristem Family Wealth
Minnesota
$647K +$10.9K +100 +2%
AF
1502
Allworth Financial
California
$647K +$24.7K +226 +4%
GI
1503
Glovista Investments
New Jersey
$647K +$47.1K +431 +8%
PWAG
1504
Polaris Wealth Advisory Group
California
$646K -$624K -5,516 -49%
BFC
1505
Bedel Financial Consulting
Indiana
$646K +$219K +2,006 +51%
SBSB
1506
Sullivan, Bruyette, Speros & Blaney
Virginia
$644K +$3.6K +33 +0.6%
BC
1507
Belmont Capital
California
$643K – – –
IA
1508
IFG Advisors
Missouri
$643K +$2.84K +26 +0.4%
AWM
1509
Aries Wealth Management
Maine
$640K +$13.2K +115 +2%
TSWM
1510
Triangle Securities Wealth Management
North Carolina
$639K -$1.64K -15 -0.3%
FPWM
1511
FSB Premier Wealth Management
Iowa
$637K -$51.3K -470 -7%
SS
1512
Simplicity Solutions
Minnesota
$636K -$4.76M -43,558 -88%
SF
1513
Symphony Financial
Texas
$635K +$239K +2,112 +60%
FWP
1514
FAS Wealth Partners
Kansas
$634K -$11.2K -102 -2%
SIC
1515
Salem Investment Counselors
North Carolina
$632K +$36.5K +334 +6%
BFO
1516
Boston Family Office
Massachusetts
$630K +$36.3K +333 +6%
TIA
1517
Tiemann Investment Advisors
California
$628K -$10.9K -100 -2%
EM
1518
Excalibur Management
Massachusetts
$626K -$14.3K -131 -2%
BHWM
1519
Bar Harbor Wealth Management
New Hampshire
$623K -$29.8K -273 -5%
RM
1520
Resource Management
Louisiana
$622K +$3.71K +34 +0.6%
GIM
1521
Groesbeck Investment Management
New Jersey
$619K – – –
CNBTD
1522
Citizens National Bank Trust Department
Mississippi
$617K -$23.5K -215 -4%
SDAM
1523
Shulman DeMeo Asset Management
New York
$615K +$3.49K +32 +0.6%
IA
1524
IFG Advisory
Georgia
$611K +$13.5K +124 +2%
SFA
1525
Source Financial Advisors
New York
$609K +$5.03K +46 +0.8%
59 60
61
62 63