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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 %
FNC
1926
First National Corp
Massachusetts
$259K +$1.42K +13 +0.6%
MA
1927
MJP Associates
Connecticut
$259K +$26.3K +241 +11%
BFM
1928
Boothbay Fund Management
New York
$258K -$184K -1,686 -42%
MWPCG
1929
Measured Wealth Private Client Group
New Hampshire
$258K – – –
RRA
1930
Round Rock Advisors
Connecticut
$258K +$31.7K +290 +14%
KWA
1931
KCS Wealth Advisory
California
$258K +$258K +2,365 New
ITIM
1932
Indiana Trust & Investment Management
Indiana
$257K -$43.5K -398 -14%
CWM
1933
Curi Wealth Management
North Carolina
$257K +$26.9K +247 +12%
RS
1934
Retirement Solution
Washington
$257K +$257K +2,352 New
CG
1935
Cutler Group
California
$256K -$310K -2,841 -55%
CA
1936
Continuum Advisory
Idaho
$256K +$5.01K +43 +2%
LOAME
1937
Lombard Odier Asset Management (Europe)
United Kingdom
$255K -$1.27M -11,687 -83%
TPCM
1938
Three Peaks Capital Management
Colorado
$255K -$20.9K -191 -8%
FSA
1939
Financial Sense Advisors
California
$255K -$219 -2 -0.1%
PFBT
1940
Parkside Financial Bank & Trust
Missouri
$255K +$45.1K +413 +21%
CCA
1941
Childress Capital Advisors
Texas
$255K +$122K +1,121 +92%
ACM
1942
AUA Capital Management
Pennsylvania
$254K – – –
PHAM
1943
Palisades Hudson Asset Management
Florida
$254K – – –
NWS
1944
Newport Wealth Strategies
California
$254K +$254K +2,324 New
BBHC
1945
Brown Brothers Harriman & Co
New York
$253K +$6.4K +58,599 +3%
RPCA
1946
Running Point Capital Advisors
California
$253K +$38.3K +351 +18%
HR
1947
Hayden Royal
North Carolina
$253K +$253K +2,319 New
SAM
1948
Synergy Asset Management
Washington
$252K -$77.3K -708 -23%
ESBC
1949
E.S. Barr & Co
Kentucky
$252K -$56.4K -517 -18%
CCM
1950
Condor Capital Management
New Jersey
$252K +$545 +5 +0.2%
76 77
78
79 80