SBUX icon

Starbucks
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 %
WLPWM
1901
Walled Lake Planning & Wealth Management
Illinois
$277K +$109 +1 +0%
ACP
1902
Aveo Capital Partners
Colorado
$277K +$277K +2,532 New
CAWM
1903
Capital Advisors Wealth Management
Washington
$275K +$275K +2,518 New
TFF
1904
The Family Firm
Maryland
$274K +$985 +9 +0.4%
HIC
1905
Hartline Investment Corp
Illinois
$273K – – –
AWM
1906
AllSquare Wealth Management
New York
$273K – – –
CRWM
1907
Castle Rock Wealth Management
California
$270K +$2.55K +22 +1%
NI
1908
NFC Investments
Tennessee
$270K +$270K +2,466 New
BWM
1909
Blossom Wealth Management
California
$270K +$270K +2,472 New
KPCM
1910
Kings Point Capital Management
New York
$268K +$982 +9 +0.4%
EWA
1911
Evolution Wealth Advisors
Florida
$268K +$23.4K +214 +10%
SMA
1912
Sage Mountain Advisors
Georgia
$267K +$3.93K +36 +1%
NCM
1913
Northwest Capital Management
Oregon
$266K +$1.86K +17 +0.7%
ACM
1914
Ategra Capital Management
Virginia
$266K +$26.9K +246 +11%
IRC
1915
Investors Research Corp
Georgia
$265K – – –
DI
1916
DFPG Investments
Utah
$265K +$265K +2,385 New
RB
1917
Renasant Bank
Mississippi
$265K +$265K +2,423 New
TWM
1918
Titus Wealth Management
California
$265K +$265K +2,426 New
KOC
1919
Koss-Olinger Consulting
Florida
$264K +$264K +2,412 New
GJCM
1920
Grand Jean Capital Management
California
$263K +$109 +1 +0%
TNB
1921
Thomasville National Bank
Georgia
$263K +$125K +1,893 +90%
KF
1922
Krilogy Financial
Missouri
$263K +$263K +2,404 New
FAG
1923
Financial Advisory Group
Texas
$261K -$66.8K -611 -20%
NA
1924
Nottingham Advisors
New York
$261K – – –
KFI
1925
Key Financial Inc
Pennsylvania
$260K +$16.4K +150 +7%
75 76
77
78 79