SBUX icon

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 %
FC
1601
Ferris Capital
Massachusetts
$265K – – –
WMC
1602
Westwood Management Corporation
Illinois
$264K – – –
RCM
1603
Requisite Capital Management
Texas
$264K +$264K +3,000 New
GEA
1604
Glen Eagle Advisors
New Jersey
$263K +$36.8K +419 +16%
LWM
1605
Liberty Wealth Management
California
$261K -$1.32K -15 -0.5%
ACA
1606
Affinity Capital Advisors
California
$261K +$261K +2,968 New
AAP
1607
Arax Advisory Partners
Colorado
$260K +$8.6K +98 +3%
SIA
1608
Soltis Investment Advisors
Utah
$260K +$260K +2,956 New
SFP
1609
Strategic Financial Partners
Oregon
$257K +$257K +2,924 New
PWPS
1610
Pinnacle Wealth Planning Services
Ohio
$255K +$41.7K +475 +20%
PWA
1611
Physician Wealth Advisors
Utah
$252K – – –
MGWM
1612
Marks Group Wealth Management
Minnesota
$252K +$252K +2,864 New
PIP
1613
Peachtree Investment Partners
Florida
$250K -$559K -6,358 -69%
CCM
1614
Carlson Capital Management
Minnesota
$250K -$14.6K -166 -6%
HHGA
1615
Halbert Hargrove Global Advisors
California
$250K -$6.5K -74 -3%
RHJA
1616
Rice Hall James & Associates
California
$250K – – –
DWA
1617
Dougherty Wealth Advisers
Minnesota
$249K – – –
FFG
1618
Frisch Financial Group
New York
$249K +$3.34K +38 +1%
BL
1619
Balentine LLC
Georgia
$248K +$68.1K +773 +38%
HCP
1620
Holt Capital Partners
Texas
$246K – – –
AWM
1621
AllSquare Wealth Management
New York
$246K – – –
ITIM
1622
Indiana Trust & Investment Management
Indiana
$245K – – –
WCM
1623
Wedge Capital Management
North Carolina
$245K +$3.96K +45 +2%
MFG
1624
Merit Financial Group
Georgia
$245K +$245K +2,789 New
SC
1625
SouthState Corp
Florida
$244K -$42.6K -485 -15%
63 64
65
66 67