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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 %
GCA
1976
Greenwood Capital Associates
South Carolina
$234K – – –
FRA
1977
Front Row Advisors
California
$234K +$981 +9 +0.4%
WDL
1978
Well Done LLC
Michigan
$234K +$45K +413 +24%
CQS
1979
Credential Qtrade Securities
$231K -$398K -3,640 -63%
QIM
1980
Quest Investment Management
Oregon
$230K -$36.7K -336 -14%
OFG
1981
Oxford Financial Group
Indiana
$230K -$30.1K -276 -12%
CA
1982
CGN Advisors
Kansas
$230K -$13.3K -122 -5%
HCIA
1983
Hochman Cole Investment Advisors
Illinois
$228K – – –
TGAM
1984
TBH Global Asset Management
Tennessee
$228K +$875 +8 +0.4%
OFW
1985
Omnia Family Wealth
Florida
$228K +$7.67K +70 +3%
JF
1986
JSF Financial
California
$227K -$11K -101 -5%
CFG
1987
CKW Financial Group
Hawaii
$227K +$218K +2,000 +2,500%
RFMS
1988
RWQ Financial Management Services
Florida
$224K -$197K -1,800 -47%
WC
1989
Whitney & Co
New York
$224K +$10.9K +100 +5%
GF
1990
Gries Financial
Ohio
$224K +$224K +2,027 New
BMD
1991
Better Money Decisions
New Mexico
$224K +$224K +2,046 New
IP
1992
Investment Partners
Ohio
$224K +$224K +2,051 New
NFG
1993
Nadler Financial Group
Illinois
$223K -$21.2K -194 -9%
MWM
1994
Modera Wealth Management
New Jersey
$222K -$141K -1,288 -39%
SB
1995
Strategic Blueprint
Georgia
$222K +$222K +2,034 New
FIB
1996
First Interstate Bancsystem
Montana
$222K +$222K +2,034 New
HPC
1997
Hobart Private Capital
North Carolina
$221K +$9.72K +89 +5%
MAM
1998
Marquette Asset Management
Minnesota
$221K – – –
DA
1999
Detalus Advisors
Missouri
$221K +$221K +2,025 New
UIA
2000
UBP Investment Advisors
Switzerland
$220K – – –
78 79
80
81 82