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Starbucks

1,990 hedge funds and large institutions have $68.7B invested in Starbucks in 2020 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 854 increasing their positions, 764 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,990
Holders Change
+56
Holders Change %
+2.9%
% of All Funds
40.26%
Holding in Top 10
60
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+39.53%
% of All Funds
1.21%
New
171
Increased
854
Reduced
764
Closed
100
Calls
$1.61B
Puts
$2.33B
Net Calls
-$723M
Net Calls Change
+$138M
Name Holding Trade Value Shares
Change
Shares
Change %
RWB
1701
RMR Wealth Builders
New Jersey
$270K +$204K +2,383 +312%
PFO
1702
Pathstone Family Office
New Jersey
$269K -$9.49K -110 -3%
MPW
1703
Monterey Private Wealth
California
$269K +$17K +198 +7%
PG
1704
Prostatis Group
Maryland
$269K +$269K +3,130 New
MWM
1705
Meridian Wealth Management
Kentucky
$267K +$267K +3,106 New
AP
1706
Appleton Partners
Massachusetts
$266K +$8.6K +100 +3%
HI
1707
Hoey Investments
Pennsylvania
$265K +$12.9K +150 +5%
UAM
1708
UAS Asset Management
New York
$262K -$11.9M -139,080 -98%
WOC
1709
West Oak Capital
California
$262K -$34.4K -400 -12%
HIS
1710
Harvest Investment Services
Illinois
$262K -$33.8K -395 -11%
WP
1711
WealthSource Partners
California
$261K -$10.6K -123 -4%
EWM
1712
Evermay Wealth Management
Virginia
$261K
ZIC
1713
ZWJ Investment Counsel
Georgia
$260K
PIM
1714
Penobscot Investment Management
Massachusetts
$260K
HHGA
1715
Halbert Hargrove Global Advisors
California
$260K +$9.79K +114 +4%
WAOI
1716
Wealth Advisors of Iowa
Iowa
$260K +$9.87K +115 +4%
FNBOO
1717
First National Bank of Omaha
Nebraska
$260K +$260K +3,022 New
CIP
1718
Convergence Investment Partners
Florida
$259K -$5.93K -69 -2%
RCG
1719
Rock Creek Group
District of Columbia
$259K +$4.99K +58 +2%
FPA
1720
First Pacific Advisors
California
$258K
WMC
1721
Westwood Management Corporation
Illinois
$258K
CAMG
1722
CWA Asset Management Group
Florida
$253K -$51.4K -598 -17%
BAAM
1723
Baker Avenue Asset Management
California
$251K -$1.97K -23 -0.8%
SFP
1724
Strategic Financial Partners
Oregon
$251K
SGK
1725
Steigerwald Gordon & Koch
Virginia
$251K +$5.94K +69 +2%