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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 %
FG
2001
Foster Group
Iowa
$220K +$220K +2,011 New
AAM
2002
AR Asset Management
California
$219K – – –
VAM
2003
Veritas Asset Management
United Kingdom
$219K – – –
SPIO
2004
Seven Post Investment Office
California
$219K – – –
ACA
2005
Ascension Capital Advisors
Texas
$219K +$219K +2,000 New
SIGI
2006
Susquehanna International Group (Ireland)
Ireland
$219K +$219K +2,001 New
TI
2007
tru Independence
Oregon
$218K -$8.74K -80 -4%
EWM
2008
EPG Wealth Management
Georgia
$218K +$547 +5 +0.3%
TWM
2009
Triton Wealth Management
Arizona
$218K +$218K +1,961 New
ACM
2010
Allred Capital Management
Texas
$218K +$219 +2 +0.1%
AWP
2011
Abacus Wealth Partners
California
$217K -$7.65K -70 -3%
CWA
2012
Clearview Wealth Advisors
Oregon
$217K +$328 +3 +0.2%
WAAG
2013
Wealth Alliance Advisory Group
Kansas
$216K – – –
WCM
2014
WealthBridge Capital Management
Ohio
$215K -$1.2K -11 -0.6%
VCM
2015
Vigilant Capital Management
Maine
$214K – – –
AWM
2016
Adams Wealth Management
Utah
$214K – – –
PAG
2017
Pinnacle Advisory Group
Maryland
$214K +$214K +1,957 New
CT
2018
Chicago Trust
Illinois
$214K +$214K +1,959 New
ACA
2019
Affinity Capital Advisors
California
$212K -$10.5K -96 -5%
SCA
2020
STALEY CAPITAL ADVISERS
Pennsylvania
$212K – – –
TCPWM
2021
Traverso Chambers Private Wealth Management
California
$212K +$5.48K +50 +3%
MWM
2022
Mattern Wealth Management
Kansas
$211K -$4.59K -42 -2%
NEGWA
2023
New England Guild Wealth Advisors
Connecticut
$211K – – –
ATWA
2024
Arbor Trust Wealth Advisors
Michigan
$211K – – –
PCMC
2025
Private Capital Management (Colorado)
Colorado
$210K -$17.9K -164 -8%
79 80
81
82 83