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Starbucks
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 %
ZCM
201
Ziegler Capital Management
Illinois
$26.3M +$26.3M +344,473 New
HCM
202
Horan Capital Management
Maryland
$26.2M +$3.87M +58,889 +17%
TIM
203
Thornburg Investment Management
New Mexico
$25.6M +$1.08M +16,365 +4%
SFM
204
Stack Financial Management
Montana
$24.8M -$449K -6,828 -2%
CWG
205
C WorldWide Group
Denmark
$23.7M – – –
Skandinaviska Enskilda Banken (SEB)
206
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.6M +$3.25M +49,496 +16%
UIM
207
USS Investment Management
United Kingdom
$23.5M – – –
WP
208
Wedgewood Partners
Missouri
$23.5M -$7.27M -110,597 -24%
MJRIC
209
Mogy Joel R Investment Counsel
California
$23.4M +$33.5K +510 +0.1%
Marshall Wace
210
Marshall Wace
United Kingdom
$23.1M -$12.5M -190,125 -35%
BAM
211
Barrett Asset Management
New York
$22.8M -$200K -3,045 -0.9%
EAM
212
Erste Asset Management
Austria
$22.6M -$4.95M -75,144 -18%
Impax Asset Management Group
213
Impax Asset Management Group
United Kingdom
$22.5M +$6.53M +99,384 +41%
VRS
214
Virginia Retirement Systems
Virginia
$22.4M -$6.57K -100 -0%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$22M +$19.2M +291,843 +687%
WT
216
Washington Trust
Rhode Island
$21.8M +$796K +12,113 +4%
BAWC
217
Black-and-white Capital
California
$21.7M +$21.7M +330,000 New
FAF
218
Fjarde Ap-fonden
Sweden
$21.6M -$1.25M -19,000 -5%
M&T Bank
219
M&T Bank
New York
$21.6M +$3.19M +48,591 +17%
SFG
220
Sather Financial Group
Texas
$21.5M +$1.5M +22,822 +7%
LCM
221
Logan Capital Management
Pennsylvania
$21.2M -$343K -5,216 -2%
TAM
222
Trillium Asset Management
Massachusetts
$20.9M +$5.18M +78,837 +33%
FLII
223
First Long Island Investors
New York
$20.7M -$1.87M -28,483 -8%
EIP
224
Epoch Investment Partners
New York
$20.4M +$9.46M +143,905 +87%
BC
225
Bartlett & Co
Ohio
$20.1M +$20.1M +305,166 New
7 8
9
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