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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
OAJ
1726
Ogorek Anthony Joseph
New York
$17K
BDWM
1727
Brewin Dolphin Wealth Management
Ireland
$16.4K
Credit Agricole
1728
Credit Agricole
France
$16K
WWM
1729
Willingdon Wealth Management
North Carolina
$16K +$14.6K +158 +718%
LJHT
1730
Laurie J. Hall Trustee
$15K -$2.32K -25 -13%
EWA
1731
Evolution Wealth Advisors
Florida
$15K
TCCM
1732
Timber Creek Capital Management
Massachusetts
$15K
HGWM
1733
Harvest Group Wealth Management
Massachusetts
$15K +$14.3K +154 +770%
1IA
1734
1834 Investment Advisors
Wisconsin
$14K -$19.2K -207 -57%
HWM
1735
Holloway Wealth Management
Florida
$13K
UB
1736
UMB Bank
Missouri
$12K -$8.6M -92,751 -41%
AGA
1737
Accuvest Global Advisors
Utah
$12K -$816K -8,802 -98%
PCA
1738
Providence Capital Advisors
North Carolina
$12K -$742 -8 -5%
RBC
1739
Roble Belko & Company
Pennsylvania
$11K
CAGAS
1740
Capital Advisory Group Advisory Services
Minnesota
$11K +$5.1K +55 +87%
CCMW
1741
Cypress Capital Management (Wyoming)
Wyoming
$10K
SIS
1742
Sound Income Strategies
Florida
$10K
TAIM
1743
TD Ameritrade Investment Management
Nebraska
$9K -$82.3K -888 -90%
RWG
1744
Regal Wealth Group
California
$9K +$1.21K +13 +14%
PWMG
1745
Prestige Wealth Management Group
New Jersey
$8K +$2.97K +32 +58%
IAS
1746
IMA Advisory Services
Colorado
$7K
NCM
1747
New Capital Management
Texas
$7K +$93 +1 +1%
SWM
1748
Selective Wealth Management
Virginia
$7K +$7.51K +81 New
LFG
1749
Larson Financial Group
Missouri
$6K -$4.82K -52 -45%
PCFFS
1750
Pacific Center for Financial Services
California
$6K +$2.97K +32 +86%