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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 %
WA
1526
Winfield Associates
Ohio
$313K – – –
AIA
1527
Alera Investment Advisors
Illinois
$312K -$23.2K -264 -7%
SFM
1528
Signet Financial Management
New Jersey
$311K +$311K +3,537 New
BFO
1529
Biltmore Family Office
North Carolina
$310K +$310K +3,530 New
BBA
1530
BLB&B Advisors
Pennsylvania
$309K -$27.6K -314 -8%
ACA
1531
Ackerman Capital Advisors
Texas
$309K +$703 +8 +0.2%
MPCG
1532
Matrix Private Capital Group
New York
$309K +$309K +3,520 New
PCM
1533
PenderFund Capital Management
British Columbia, Canada
$308K – – –
WOC
1534
West Oak Capital
California
$308K – – –
GLLW
1535
Graves Light Lenhart Wealth
Virginia
$308K – – –
DLG
1536
Daniel L. Goodwin
$308K – – –
DTC
1537
Davidson Trust Company
Washington
$308K +$308K +3,514 New
WCWM
1538
Willow Creek Wealth Management
California
$307K – – –
AC
1539
Avestar Capital
New York
$307K +$87.7K +999 +40%
GLI
1540
Guardian Life Insurance
New York
$306K -$2.2K -25 -0.7%
NCM
1541
Northside Capital Management
Oregon
$306K – – –
PCMC
1542
Private Capital Management (Colorado)
Colorado
$306K – – –
OFW
1543
Omnia Family Wealth
Florida
$304K +$304K +3,459 New
AWA
1544
Arkadios Wealth Advisors
Georgia
$303K +$303K +3,371 New
UAS
1545
United Asset Strategies
New York
$303K -$3.56M -40,559 -92%
WPP
1546
Whalerock Point Partners
Rhode Island
$303K +$2.81K +32 +0.9%
BWP
1547
BSW Wealth Partners
Colorado
$303K +$303K +3,444 New
FWP
1548
FAS Wealth Partners
Kansas
$302K +$264 +3 +0.1%
TYCC
1549
Texas Yale Capital Corp
Florida
$301K – – –
CIC
1550
Cutler Investment Counsel
Oregon
$301K +$301K +3,426 New
60 61
62
63 64