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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 %
VC
1776
Vestor Capital
Illinois
$77K -$19.8K -225 -20%
HWM
1777
Howard Wealth Management
Connecticut
$77K +$77K +887 New
MRCM
1778
M&R Capital Management
New Jersey
$70K – – –
AFIMH
1779
American Family Insurance Mutual Holding
Wisconsin
$67K +$67K +762 New
SFG
1780
Sowa Financial Group
Rhode Island
$66K +$66K +750 New
1W
1781
1776 Wealth
Georgia
$66K +$66K +753 New
CCM
1782
Cribstone Capital Management
Maine
$64K -$22.1K -250 -26%
SLF
1783
Sun Life Financial
Ontario, Canada
$62K -$24.2K -276 -28%
SJIM
1784
St. Johns Investment Management
Florida
$62K – – –
RCC
1785
Red Cedar Capital
Nebraska
$62K – – –
LWA
1786
Lowe Wealth Advisors
Maryland
$61K – – –
AIS
1787
Accurate Investment Solutions
Pennsylvania
$58K +$13.5K +154 +30%
CAL
1788
Capital Advisors Ltd
Ohio
$56K – – –
AWA
1789
Artemis Wealth Advisors
New York
$55.2K +$55.2K +628 New
BRC
1790
Bell Rock Capital
Delaware
$55K +$267 +3 +0.5%
EI
1791
Ellevest Inc
New York
$55K +$51.4K +589 +1,437%
LFA
1792
Lighthouse Financial Advisors
Maryland
$55K +$55K +628 New
EARNEST Partners
1793
EARNEST Partners
Georgia
$54K – – –
AA
1794
Advisory Alpha
Michigan
$52K -$6.29K -69 -11%
CFN
1795
Cordasco Financial Network
Florida
$51K – – –
CTB
1796
Country Trust Bank
Illinois
$49K -$35K -400 -42%
FWM
1797
FSA Wealth Management
Massachusetts
$49K +$49K +560 New
EWA
1798
Evolution Wealth Advisors
Florida
$48K +$33.1K +378 +222%
RWA
1799
Ropes Wealth Advisors
Massachusetts
$46K -$613K -7,037 -93%
SAM
1800
S.A. Mason
Michigan
$45K +$45K +510 New
70 71
72
73 74