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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 %
LWANC
1726
Laurel Wealth Advisors (North Carolina)
North Carolina
$176K – – –
RFWA
1727
RPg Family Wealth Advisory
Massachusetts
$167K -$5.28K -60 -3%
TFGT
1728
TS Financial Group (TSFG)
Illinois
$162K -$2.73K -31 -2%
ACM
1729
Allred Capital Management
Texas
$160K -$89.3K -1,015 -36%
CI
1730
CX Institutional
Indiana
$158K -$21.4K -244 -12%
SIC
1731
Samalin Investment Counsel
New York
$155K +$155K +1,768 New
RG
1732
Retirement Group
California
$151K +$151K +1,713 New
HIIFS
1733
Harel Insurance Investments & Financial Services
Israel
$149K +$114K +1,294 +322%
ONST
1734
Old North State Trust
North Carolina
$147K +$1.41K +16 +1%
ACM
1735
Anfield Capital Management
California
$145K +$145K +1,656 New
LWS
1736
Lucia Wealth Services
California
$142K – – –
EWM
1737
EPG Wealth Management
Georgia
$141K +$141K +1,604 New
TL
1738
TrueWealth LLC
Georgia
$140K +$4.83K +55 +4%
HCA
1739
Horan Capital Advisors
Ohio
$135K – – –
FANJ
1740
Financial Architects (New Jersey)
New Jersey
$132K -$35.4K -402 -21%
QAM
1741
QCI Asset Management
New York
$132K – – –
PA
1742
PSI Advisors
Florida
$132K +$132K +1,510 New
PAM
1743
Paradigm Asset Management
New York
$127K -$26.4K -300 -17%
PFBT
1744
Parkside Financial Bank & Trust
Missouri
$126K +$16.3K +185 +15%
HDIM
1745
Hanson & Doremus Investment Management
Vermont
$122K – – –
VCM
1746
Versant Capital Management
Arizona
$121K -$9.71K -111 -7%
KPW
1747
Kore Private Wealth
New York
$121K +$121K +1,380 New
SCM
1748
Silvant Capital Management
Georgia
$118K – – –
TSW
1749
Thompson Siegel & Walmsley
Virginia
$117K +$14.8K +169 +15%
HIM
1750
Hillsdale Investment Management
Ontario, Canada
$115K -$472K -5,380 -80%
68 69
70
71 72