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Starbucks

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
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
2001
Holt Capital Partners
Texas
-$246K -2,800 Closed
ITIM
2002
Indiana Trust & Investment Management
Indiana
-$245K -2,791 Closed
MFG
2003
Merit Financial Group
Georgia
-$245K -2,789 Closed
WCM
2004
Wedge Capital Management
North Carolina
-$245K -2,785 Closed
CSPIA
2005
Cary Street Partners Investment Advisory
Virginia
-$240K -2,726 Closed
TFF
2006
The Family Firm
Maryland
-$238K -2,701 Closed
FNBOO
2007
First National Bank of Omaha
Nebraska
-$237K -2,698 Closed
CHA
2008
Cooper/Haims Advisors
New York
-$237K -2,694 Closed
GFP
2009
Gryphon Financial Partners
Ohio
-$235K -2,678 Closed
ESBC
2010
E.S. Barr & Co
Kentucky
-$235K -2,677 Closed
MFW
2011
Mosaic Family Wealth
Missouri
-$235K -2,674 Closed
CC
2012
Cedar Capital
Illinois
-$235K -2,673 Closed
LCM
2013
Liberty Capital Management
Michigan
-$234K -2,660 Closed
OWM
2014
Opes Wealth Management
California
-$234K -2,658 Closed
CA
2015
Callahan Advisors
Texas
-$233K -2,655 Closed
GIM
2016
Groesbeck Investment Management
New Jersey
-$229K -2,610 Closed
EBT
2017
Enterprise Bank & Trust
Massachusetts
-$229K -2,600 Closed
AWCI
2018
Alpine Woods Capital Investors
New York
-$229K -2,600 Closed
GCA
2019
Gradient Capital Advisors
California
-$228K -2,589 Closed
LF
2020
LifeSteps Financial
California
-$225K -2,563 Closed
CC
2021
Copperleaf Capital
North Carolina
-$225K -2,559 Closed
HCA
2022
Harbour Capital Advisors
Virginia
-$225K -2,558 Closed
PA
2023
Planning Alternatives
Michigan
-$222K -2,525 Closed
SCM
2024
Stonehearth Capital Management
Massachusetts
-$222K -2,524 Closed
PFA
2025
Pure Financial Advisors
California
-$221K -2,515 Closed