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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 %
CA
1751
Crewe Advisors
Utah
$115K +$41.3K +470 +56%
WG
1752
Welch Group
Alabama
$113K – – –
LWA
1753
Lenox Wealth Advisors
New York
$110K +$1.06K +12 +1%
TWP
1754
TFO Wealth Partners
Ohio
$109K +$109K +1,244 New
ETC
1755
Exchange Traded Concepts
Oklahoma
$106K +$106K +1,200 New
KPCM
1756
Kings Point Capital Management
New York
$100K -$2.2K -25 -2%
WEC
1757
Winslow Evans & Crocker
Massachusetts
$98K +$7.1K +80 +8%
TIM
1758
Tortoise Investment Management
New York
$96K -$4.4K -50 -4%
FCFS
1759
First Command Financial Services
Texas
$96K +$21.1K +240 +28%
FCB
1760
First Command Bank
Texas
$96K +$21.1K +240 +28%
ED
1761
Exane Derivatives
France
$95.6K -$50.6K -553 -35%
KWM
1762
Keebeck Wealth Management
Illinois
$95K +$95K +1,088 New
BWA
1763
Burt Wealth Advisors
Maryland
$94K – – –
GTAM
1764
Global Trust Asset Management
Florida
$93K – – –
HI
1765
Hoey Investments
Pennsylvania
$92K +$92K +1,050 New
WCG
1766
Weaver Consulting Group
California
$84K – – –
HI
1767
Hudock Inc
Pennsylvania
$83K +$53.9K +604 +185%
CAL
1768
Capital Analysts LLC
Pennsylvania
$82K -$14.8K -169 -15%
MAWCM
1769
Mine & Arao Wealth Creation & Management
California
$82K +$82K +937 New
CHC
1770
City Holding Co
West Virginia
$80K – – –
PWP
1771
Personal Wealth Partners
Minnesota
$80K +$884 +10 +1%
HF
1772
Halpern Financial
Virginia
$79.1K +$79.1K +900 New
TFO
1773
Tarbox Family Office
California
$79K -$227K -2,572 -74%
SL
1774
Savior LLC
Massachusetts
$78K +$78K +885 New
CAM
1775
Columbia Asset Management
Michigan
$77.7K +$182 +207 +0.2%
69 70
71
72 73