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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 %
EWM
1851
Endurance Wealth Management
Rhode Island
$18K – – –
ARMC
1852
American Research & Management Company
Massachusetts
$18K – – –
TCM
1853
TD Capital Management
Tennessee
$18K +$87 +1 +0.5%
NG
1854
NWK Group
California
$18K +$18K +200 New
OAJ
1855
Ogorek Anthony Joseph
New York
$17K – – –
CHA
1856
Carmichael Hill & Associates
Maryland
$17K +$17K +192 New
FWM
1857
Filbrandt Wealth Management
Wisconsin
$17K +$17K +199 New
BDWM
1858
Brewin Dolphin Wealth Management
Ireland
$16.3K – – –
TCCM
1859
Timber Creek Capital Management
Massachusetts
$15K – – –
HGWM
1860
Harvest Group Wealth Management
Massachusetts
$15K – – –
WFMPM
1861
Woodley Farra Manion Portfolio Management
Indiana
$15K +$15K +166 New
ECM
1862
Estabrook Capital Management
New York
$14.8K -$17.8K -202 -55%
1IA
1863
1834 Investment Advisors
Wisconsin
$14K – – –
PP
1864
Pacifica Partners
Canada
$14K +$14K +160 New
LWM
1865
Lionsbridge Wealth Management
Florida
$14K +$14K +162 New
HWM
1866
Holloway Wealth Management
Florida
$13K -$13K – –
CI
1867
Cordant Inc
Oregon
$13K +$13K +150 New
PCA
1868
Providence Capital Advisors
North Carolina
$12K +$85 +1 +0.7%
RBC
1869
Roble Belko & Company
Pennsylvania
$11K – – –
BBA
1870
Braun-Bostich & Associates
Pennsylvania
$11K +$11K +128 New
TRCT
1871
Tower Research Capital (TRC)
New York
$10K -$1.62M -18,296 -99%
CCMW
1872
Cypress Capital Management (Wyoming)
Wyoming
$10K – – –
CFFP
1873
Center for Financial Planning
Michigan
$10K +$10K +108 New
WB
1874
West Bancorporation
Iowa
$10K +$10K +111 New
TAIM
1875
TD Ameritrade Investment Management
Nebraska
$9K +$429 +5 +5%
73 74
75
76 77