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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
$10.5B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.27B
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
$984M

Top Sellers

1
PSCM
Pershing Square Capital Management
New York
$0
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.76B
3
BlackRock
BlackRock
New York
$8.43B
4
JSP
Jackson Square Partners
California
$143M
5
VAM
Vontobel Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
2201
IMA Advisory Services
Colorado
$9K – – –
EWM
2202
Edge Wealth Management
New York
$9K +$9K +86 New
CP
2203
Corbenic Partners
Pennsylvania
$8K – – –
SC
2204
Steph & Co
Wisconsin
$7K – – –
MS
2205
Mizuho Securities
Japan
$6K -$4.22K -38 -41%
JWM
2206
Janiczek Wealth Management
Colorado
$6K – – –
CIA
2207
CSat Investment Advisory
Michigan
$6K +$873 +8 +17%
DWP
2208
Destiny Wealth Partners
Florida
$6K +$6K +55 New
CWM
2209
Cranbrook Wealth Management
Michigan
$5K – – –
CWA
2210
Core Wealth Advisors
Florida
$5K – – –
FI
2211
FormulaFolio Investments
Michigan
$4K -$1.76M -16,442 Closed
UFF
2212
USA Financial Formulas
Michigan
$4K +$2.81K +26 +236%
LPARFS
2213
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$3.33K +$3.33K +30,500 New
CIR
2214
Clear Investment Research
Georgia
$3K – – –
AFS
2215
Annapolis Financial Services
Maryland
$2K – – –
Walleye Capital
2216
Walleye Capital
New York
$1.45K +$1K +9,161 +225%
FGAM
2217
Financial Gravity Asset Management
Texas
$1.32K +$543 +4,312 +70%
TAM
2218
Tucker Asset Management
Colorado
$1.2K – – –
BC
2219
Burleson & Co
California
$1K +$1K +10 New
AMC
2220
Asset Management Corp
Illinois
$943 -$98 -893 -9%
MGIM
2221
M&G Investment Management
United Kingdom
$427 -$37 -342 -8%
MG
2222
MilWealth Group
Wisconsin
$328 – – –
SWM
2223
Sugarloaf Wealth Management
Georgia
$315 +$12 +108 +4%
PSCM
2224
Pershing Square Capital Management
New York
– -$1.08B -10,070,042 Closed
VAM
2225
Vontobel Asset Management
New York
– -$183M -1,651,956 Closed
87 88
89
90 91