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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
$328M
2
PSCM
Pershing Square Capital Management
New York
$666M
3
BlackRock
BlackRock
New York
$5.54B
4
Fisher Asset Management
Fisher Asset Management
Washington
$214M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.29B

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$668M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$70.7M
3
Renaissance Technologies
Renaissance Technologies
New York
$58.6M
4
CSIA
Charles Schwab Investment Advisory
California
$0
5
AllianceBernstein
AllianceBernstein
Tennessee
$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
PW
2026
Peninsula Wealth
California
– -$220K -2,508 Closed
BHTS
2027
Bar Harbor Trust Services
Maine
– -$220K -2,506 Closed
MAM
2028
Madison Asset Management
Wisconsin
– -$220K -2,506 Closed
DI
2029
DFPG Investments
Utah
– -$229K -2,503 Closed
CCIA
2030
Campbell & Co Investment Adviser
Maryland
– -$218K -2,482 Closed
BFC
2031
Blue Fin Capital
Rhode Island
– -$217K -2,468 Closed
NPF
2032
Norris Perne & French
Michigan
– -$215K -2,451 Closed
SPC
2033
Stewart & Patten Company
California
– -$215K -2,449 Closed
CP
2034
Camelot Portfolios
Ohio
– -$214K -2,437 Closed
WA
2035
WESPAC Advisors
California
– -$214K -2,431 Closed
BBI
2036
Baxter Bros Inc
Connecticut
– -$214K -2,429 Closed
MWM
2037
Madison Wealth Management
Ohio
– -$214K -2,429 Closed
WIP
2038
Wellesley Investment Partners
Massachusetts
– -$213K -2,429 Closed
MBT
2039
Montecito Bank & Trust
California
– -$212K -2,415 Closed
FNC
2040
First National Corp
Massachusetts
– -$211K -2,402 Closed
PAG
2041
Private Advisory Group
Washington
– -$209K -2,378 Closed
SRC
2042
Sage Rhino Capital
California
– -$214K -2,377 Closed
CCM
2043
Crossvault Capital Management
Texas
– -$207K -2,358 Closed
MCG
2044
MACRO Consulting Group
New Jersey
– -$206K -2,357 Closed
BHC
2045
Bowen Hanes & Co
Florida
– -$207K -2,350 Closed
PHAM
2046
Palisades Hudson Asset Management
Florida
– -$204K -2,320 Closed
LPIC
2047
LeJeune Puetz Investment Counsel
Michigan
– -$204K -2,319 Closed
RC
2048
Roundview Capital
New Jersey
– -$204K -2,316 Closed
HKAM
2049
Horizon Kinetics Asset Management
New York
– -$204K -2,316 Closed
SCA
2050
Sage Capital Advisors
South Dakota
– -$204K -2,316 Closed
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