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SBUX

Overview Fund Activity

2,222 hedge funds and large institutions have $89.5B invested in Starbucks in 2021 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 980 increasing their positions, 828 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,222
Holders Change
+26
Holders Change %
+1.18%
% of All Funds
39.13%
Holding in Top 10
77
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-20.62%
% of All Funds
1.36%
New
166
Increased
980
Reduced
828
Closed
109
Calls
$1.79B
Puts
$2.36B
Net Calls
-$562M
Net Calls Change
+$770M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$807M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$694M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$358M
4
MCM
Melvin Capital Management
New York
+$273M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$208M

Top Sellers

1
PSCM
Pershing Square Capital Management
New York
-$1.08B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$467M
3
BlackRock
BlackRock
New York
-$223M
4
JSP
Jackson Square Partners
California
-$214M
5
VAM
Vontobel Asset Management
New York
-$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1876
Calton & Associates
Florida
$297K +$297K +2,714 New
PAG
1877
Private Advisory Group
Washington
$296K – – –
TNAM
1878
Terra Nova Asset Management
New York
$296K +$36.4K +333 +14%
MHR
1879
Matthew Hamilton Rosenberg
$295K +$8.09K +74 +3%
GCA
1880
Gradient Capital Advisors
California
$295K +$11K +101 +4%
MWP
1881
Meridian Wealth Partners
Pennsylvania
$293K -$24.6K -225 -8%
PAM
1882
Peak Asset Management
Colorado
$293K – – –
BCM
1883
Brookmont Capital Management
Texas
$292K +$109 +1 +0%
SCA
1884
Sage Capital Advisors
South Dakota
$292K +$6K +55 +2%
BAAM
1885
Baker Avenue Asset Management
California
$289K +$15.2K +139 +6%
CBTWT
1886
Community Bank & Trust (Waco, Texas)
Texas
$289K +$17.3K +158 +6%
SQA
1887
Simon Quick Advisors
New Jersey
$287K +$327 +3 +0.1%
AHB
1888
Abner Herrman & Brock
New Jersey
$286K -$6K -55 -2%
BA
1889
Bridgewater Advisors
New York
$286K +$286K +2,603 New
OPCM
1890
Osborne Partners Capital Management
California
$285K +$285K +2,606 New
OWM
1891
Opes Wealth Management
California
$284K +$1.09K +10 +0.4%
CMA
1892
Cedar Mountain Advisors
Oregon
$282K +$328 +3 +0.1%
RWB
1893
RMR Wealth Builders
New Jersey
$282K +$60.2K +551 +27%
RHJA
1894
Rice Hall James & Associates
California
$280K -$2.19K -20 -0.8%
LF
1895
LifeSteps Financial
California
$280K – – –
CWM
1896
Cedar Wealth Management
California
$279K – – –
TF
1897
TimeScale Financial
Massachusetts
$279K +$15.9K +145 +6%
IG
1898
Ithaka Group
Virginia
$279K +$279K +2,550 New
SCM
1899
Stonehearth Capital Management
Massachusetts
$278K – – –
UH
1900
Unigestion Holding
Switzerland
$277K -$644K -5,888 -70%
74 75
76
77 78