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Starbucks
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 %
CA
1551
Calton & Associates
Florida
$300K -$158K -1,795 -34%
HCMNY
1552
Howard Capital Management (New York)
New York
$299K – – –
FIM
1553
Fernwood Investment Management
Massachusetts
$299K +$20.2K +230 +7%
SQA
1554
Simon Quick Advisors
New Jersey
$299K +$70.1K +797 +31%
AWS
1555
Arkfeld Wealth Strategies
Nebraska
$299K +$299K +3,379 New
PWW
1556
Pettyjohn Wood & White
Virginia
$298K – – –
IF
1557
IRON Financial
Illinois
$298K +$47.5K +540 +19%
EAM
1558
Evanson Asset Management
California
$297K +$88 +1 +0%
AP
1559
Americana Partners
Texas
$297K +$297K +3,388 New
JFGIW
1560
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$295K -$209K -2,376 -41%
DOA
1561
D'Orazio & Associates
Virginia
$294K – – –
ZF
1562
Zhang Financial
Michigan
$294K – – –
BS
1563
Bessemer Securities
New York
$290K – – –
SFG
1564
SNS Financial Group
Minnesota
$290K +$4.41K +50 +2%
AP
1565
Appleton Partners
Massachusetts
$289K -$41.2K -469 -12%
PIA
1566
Perennial Investment Advisors
California
$289K +$289K +3,291 New
ACA
1567
Atlas Capital Advisors
Wyoming
$288K -$274K -3,117 -49%
AAM
1568
Autus Asset Management
Arizona
$287K -$1.14K -13 -0.4%
JIC
1569
Joel Isaacson & Co
New York
$287K -$88 -1 -0%
SSW
1570
Smith Shellnut Wilson
Mississippi
$287K – – –
AIP
1571
Almanack Investment Partners
Pennsylvania
$286K +$286K +3,257 New
AHB
1572
Abner Herrman & Brock
New Jersey
$285K -$109K -1,234 -28%
Pacer Advisors
1573
Pacer Advisors
Pennsylvania
$282K -$22.6M -256,631 -99%
CBFP
1574
Cedar Brook Financial Partners
Ohio
$281K -$21.3K -242 -7%
MFW
1575
Meristem Family Wealth
Minnesota
$281K -$18.9K -215 -6%
61 62
63
64 65