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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 %
SFM
1951
Signet Financial Management
New Jersey
$251K +$12.4K +113 +5%
CC
1952
Copperleaf Capital
North Carolina
$250K – – –
MIM
1953
Moseley Investment Management
Florida
$250K +$12.6K +115 +5%
CIM
1954
Contravisory Investment Management
Massachusetts
$250K +$250K +2,285 New
TW
1955
TrinityPoint Wealth
Connecticut
$248K -$169K -1,550 -41%
COI
1956
Connable Office Inc
Michigan
$248K +$248K +2,274 New
SVCP
1957
Silicon Valley Capital Partners
California
$246K +$984 +9 +0.4%
FMN
1958
Financial Management Network
California
$246K +$3.48K +30 +1%
AP
1959
Americana Partners
Texas
$245K +$16K +147 +7%
UBV
1960
United Bank (Virginia)
Virginia
$245K +$245K +2,245 New
RTC
1961
Riverview Trust Company
Washington
$244K – – –
SP
1962
Successful Portfolios
Florida
$243K +$219 +2 +0.1%
MIAS
1963
Mason Investment Advisory Services
Virginia
$243K – – –
FIA
1964
Foundations Investment Advisors
Arizona
$242K +$4.99K +44 +2%
Verition Fund Management
1965
Verition Fund Management
Connecticut
$242K +$242K +2,217 New
AIS
1966
AM Investment Strategies
Tennessee
$242K +$242K +2,219 New
ATFA
1967
All Terrain Financial Advisors
Minnesota
$241K – – –
LWP
1968
Legacy Wealth Planning
Nevada
$241K – – –
KPW
1969
Kore Private Wealth
New York
$241K +$6.01K +55 +3%
EIP
1970
Ellis Investment Partners
Pennsylvania
$240K -$20.8K -191 -8%
SAA
1971
Southeast Asset Advisors
Georgia
$240K – – –
BAM
1972
Boyar Asset Management
New York
$240K – – –
SFP
1973
Shepherd Financial Partners
Massachusetts
$236K +$5.47K +50 +2%
BFO
1974
Biltmore Family Office
North Carolina
$235K – – –
SPC
1975
Stewart & Patten Company
California
$234K -$35.8K -328 -13%
77 78
79
80 81