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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 %
PIM
1576
Penobscot Investment Management
Massachusetts
$280K – – –
SWM
1577
Sugarloaf Wealth Management
Georgia
$279K +$279K +3,170 New
TI
1578
Tidal Investments
Wisconsin
$279K +$279K +3,172 New
CIP
1579
Convergence Investment Partners
Florida
$278K -$2.56M -29,090 -90%
PWM
1580
Perigon Wealth Management
California
$276K +$10.4K +118 +4%
JCM
1581
Janney Capital Management
Pennsylvania
$276K +$24.4K +277 +10%
BCP
1582
Blue Chip Partners
Michigan
$276K +$175K +1,991 +173%
RIM
1583
Regent Investment Management
Kentucky
$274K -$10.6K -120 -4%
AP
1584
Arlington Partners
Alabama
$274K +$64.7K +736 +31%
AWM
1585
Adams Wealth Management
Utah
$274K +$274K +3,119 New
JIP
1586
Jaffetilchin Investment Partners
Florida
$273K -$105K -1,191 -28%
MMPW
1587
Mitchell McLeod Pugh & Williams
Alabama
$273K – – –
EWM
1588
Elite Wealth Management
Washington
$273K – – –
RWA
1589
River Wealth Advisors
Pennsylvania
$273K +$16K +182 +6%
CAM
1590
Covenant Asset Management
New Jersey
$273K +$273K +3,103 New
CWM
1591
Circle Wealth Management
New Jersey
$273K +$273K +3,107 New
EWM
1592
Evermay Wealth Management
Virginia
$273K +$273K +3,110 New
BAAM
1593
Baker Avenue Asset Management
California
$272K -$14K -160 -5%
SGK
1594
Steigerwald Gordon & Koch
Virginia
$271K -$440 -5 -0.2%
LIM
1595
Leavell Investment Management
Alabama
$271K – – –
FA
1596
FCG Advisors
New Jersey
$270K – – –
KP
1597
Keel Point
Alabama
$270K +$59.2K +675 +28%
EP
1598
EPIQ Partners
Minnesota
$270K +$270K +3,067 New
MPW
1599
Monterey Private Wealth
California
$268K +$268K +3,044 New
LDFR
1600
Lehman & Derafelo Financial Resources
Pennsylvania
$267K +$17.6K +200 +7%
62 63
64
65 66