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SBUX

Overview Fund Activity

1,863 hedge funds and large institutions have $53.5B invested in Starbucks in 2020 Q1 according to their latest regulatory filings, with 198 funds opening new positions, 872 increasing their positions, 641 reducing their positions, and 225 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,863
Holders Change
-52
Holders Change %
-2.72%
% of All Funds
41.15%
Holding in Top 10
58
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.45%
% of All Funds
1.28%
New
198
Increased
872
Reduced
641
Closed
225
Calls
$929M
Puts
$1.75B
Net Calls
-$824M
Net Calls Change
+$77.1M

Top Buyers

1
Lazard Asset Management
Lazard Asset Management
New York
+$316M
2
PSCM
Pershing Square Capital Management
New York
+$307M
3
BlackRock
BlackRock
New York
+$238M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$214M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$207M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
-$770M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$574M
3
Renaissance Technologies
Renaissance Technologies
New York
-$262M
4
CSIA
Charles Schwab Investment Advisory
California
-$193M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
1951
High Falls Advisors
New York
– -$546K -6,209 Closed
JWCA
1952
J.W. Cole Advisors
Florida
– -$540K -6,146 Closed
MCP
1953
Mirador Capital Partners
California
– -$500K -5,683 Closed
USGIU
1954
U.S. Global Investors (USGI)
Texas
– -$477K -5,425 Closed
MWM
1955
Meridian Wealth Management
Kentucky
– -$460K -5,234 Closed
HCM
1956
Hilton Capital Management
New York
– -$459K -5,220 Closed
CWA
1957
Clarus Wealth Advisors
Arizona
– -$458K -5,064 Closed
NP
1958
Ninepoint Partners
Ontario, Canada
– -$444K -5,055 Closed
AIM
1959
Alambic Investment Management
California
– -$444K -5,050 Closed
TCM
1960
Teza Capital Management
Illinois
– -$443K -5,033 Closed
BAC
1961
Boys Arnold & Co
North Carolina
– -$440K -5,010 Closed
PP
1962
Parplus Partners
New York
– -$428K -4,868 Closed
CCM
1963
Crabel Capital Management
California
– -$404K -4,598 Closed
CI
1964
Cavalier Investments
Georgia
– -$395K -4,494 Closed
RIA
1965
Regal Investment Advisors
Michigan
– -$393K -4,472 Closed
FIM
1966
Frontier Investment Management
Texas
– -$382K -4,341 Closed
MS
1967
Mizuho Securities
Japan
– -$375K -4,260 Closed
AP
1968
Adero Partners
California
– -$371K -4,220 Closed
MWP
1969
MYCIO Wealth Partners
Pennsylvania
– -$353K -4,016 Closed
Diamond Hill Capital Management
1970
Diamond Hill Capital Management
Ohio
– -$338K -3,850 Closed
UF
1971
Univest Financial
Pennsylvania
– -$212K -3,817 Closed
PCM
1972
Pennsylvania Capital Management
Pennsylvania
– -$335K -3,815 Closed
IWS
1973
Insight Wealth Strategies
California
– -$335K -3,807 Closed
KCM
1974
Kanawha Capital Management
Virginia
– -$332K -3,774 Closed
NCM
1975
Northwest Capital Management
Oregon
– -$315K -3,589 Closed
77 78
79
80 81