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1,764 hedge funds and large institutions have $74.8B invested in Starbucks in 2019 Q3 according to their latest regulatory filings, with 103 funds opening new positions, 535 increasing their positions, 904 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 72

1% more funds holding

Funds holding: 1,7451,764 (+19)

4% more capital invested

Capital invested by funds: $72.2B → $74.8B (+$2.61B)

1.04% less ownership

Funds ownership: 71.38%70.34% (-1%)

14% less funds holding in top 10

Funds holding in top 10: 9582 (-13)

25% less call options, than puts

Call options by funds: $1.11B | Put options by funds: $1.49B

41% less repeat investments, than reductions

Existing positions increased: 535 | Existing positions reduced: 904

Holders
1,764
Holders Change
+19
Holders Change %
+1.09%
% of All Funds
38.68%
Holding in Top 10
82
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.68%
% of All Funds
1.8%
New
103
Increased
535
Reduced
904
Closed
72
Calls
$1.11B
Puts
$1.49B
Net Calls
-$378M
Net Calls Change
-$259M
Name Holding Trade Value Shares
Change
Change in
Stake
SFP
1601
Shepherd Financial Partners
Massachusetts
$205K -$16.7K -180 -7%
PHAM
1602
Palisades Hudson Asset Management
Florida
$205K +$215K +2,320 New
BFC
1603
Blue Fin Capital
Rhode Island
$203K -$22.2K -239 -9%
DCM
1604
Dynamic Capital Management
Jersey
$203K +$213K +2,293 New
SCA
1605
Sage Capital Advisors
South Dakota
$202K +$185 +2 +0.1%
CCM
1606
Condor Capital Management
New Jersey
$200K -$28.4K -306 -12%
BFC
1607
Bedel Financial Consulting
Indiana
$200K +$7.05K +76 +3%
ACM
1608
AUA Capital Management
Pennsylvania
$199K
RTC
1609
Riverview Trust Company
Washington
$198K
MAM
1610
Marquette Asset Management
Minnesota
$196K +$18.5K +200 +10%
LWM
1611
Lenox Wealth Management
Ohio
$193K -$15.9K -172 -7%
FRA
1612
Front Row Advisors
California
$190K -$17.4K -188 -8%
EIP
1613
Ellis Investment Partners
Pennsylvania
$181K +$9.36K +101 +5%
BL
1614
Balentine LLC
Georgia
$181K +$154K +1,661 +434%
CI
1615
CX Institutional
Indiana
$181K +$189K +2,043 New
CFG
1616
CKW Financial Group
Hawaii
$180K
NCM
1617
Next Capital Management
New York
$178K -$2.13K -23 -1%
RCA
1618
Ranch Capital Advisors
Florida
$178K +$187K +2,013 New
PFO
1619
Pathstone Family Office
New Jersey
$177K -$338K -3,650 -65%
LWANC
1620
Laurel Wealth Advisors (North Carolina)
North Carolina
$177K +$5.66K +61 +3%
CWM
1621
Cranbrook Wealth Management
Michigan
$176K
RFWA
1622
RPg Family Wealth Advisory
Massachusetts
$174K
FANJ
1623
Financial Architects (New Jersey)
New Jersey
$168K -$26.8K -289 -13%
TFGT
1624
TS Financial Group (TSFG)
Illinois
$166K -$51.1K -551 -23%
PAM
1625
Paradigm Asset Management
New York
$155K