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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 %
ICM
1876
Islay Capital Management
Texas
$9K +$9K +102 New
HH
1877
HWG Holdings
Texas
$8K -$561K -6,447 -99%
TWM
1878
TLW Wealth Management
Florida
$8K +$8K +90 New
NL
1879
NVWM LLC
Pennsylvania
$7K -$69.8K -798 -91%
WWM
1880
Willingdon Wealth Management
North Carolina
$7K -$8.75K -100 -56%
SWM
1881
Selective Wealth Management
Virginia
$7K – – –
IAS
1882
IMA Advisory Services
Colorado
$7K – – –
NCM
1883
New Capital Management
Texas
$6K – – –
LFG
1884
Larson Financial Group
Missouri
$6K – – –
FP
1885
Financial Perspectives
Minnesota
$5.81K +$5.81K +66 New
PWMG
1886
Prestige Wealth Management Group
New Jersey
$5K -$2.5K -29 -33%
FWM
1887
Focused Wealth Management
New York
$5K – – –
JGIA
1888
Jackson Grant Investment Advisers
Connecticut
$5K – – –
MIM
1889
Macroview Investment Management
Maryland
$5K – – –
UFF
1890
USA Financial Formulas
Michigan
$5K +$5K +56 New
VCS
1891
Vaughan & Co Securities
New Jersey
$4.84K +$4.84K +55 New
FCH
1892
Freestone Capital Holdings
Washington
$3.47K +$31 +356 +0.9%
PCFFS
1893
Pacific Center for Financial Services
California
$3K -$2.6K -32 -46%
JIR
1894
James Investment Research
Ohio
$3K – – –
VCM
1895
Vigilant Capital Management
Maine
$3K – – –
BWA
1896
BDO Wealth Advisors
Florida
$3K – – –
APC
1897
Aspire Private Capital
North Carolina
$3K +$162 +2 +6%
IWP
1898
IAG Wealth Partners
Wisconsin
$3K +$3K +29 New
LAS
1899
Lloyd Advisory Services
Georgia
$3K +$3K +32 New
NIM
1900
Nicollet Investment Management
Minnesota
$2.66K +$73 +833 +3%
74 75
76
77 78