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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
1
Vanguard Group
Pennsylvania
$10.5B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.27B
3
Winslow Capital Management
3
Winslow Capital Management
Minnesota
$358M
4
MCM
4
Melvin Capital Management
New York
$273M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$984M

Top Sellers

1
PSCM
1
Pershing Square Capital Management
New York
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.76B
3
BlackRock
3
BlackRock
New York
$8.43B
4
JSP
4
Jackson Square Partners
California
$143M
5
VAM
5
Vontobel Asset Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
2251
Laidlaw Wealth Management
New York
– -$1.77M -16,532 Closed
AP
2252
Atlas Principals
North Carolina
– -$1.71M -16,000 Closed
LHC
2253
Little House Capital
Massachusetts
– -$1.71M -15,962 Closed
BOC
2254
Barbara Oil Co
Illinois
– -$1.61M -15,000 Closed
CCWA
2255
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
– -$1.53M -14,325 Closed
NAM
2256
Nexpoint Asset Management
Texas
– -$1.39M -13,000 Closed
AG
2257
Algert Global
California
– -$1.37M -12,816 Closed
SC
2258
Samlyn Capital
New York
– -$1.29M -12,038 Closed
USGIU
2259
U.S. Global Investors (USGI)
Texas
– -$1.15M -10,700 Closed
ACS
2260
Archford Capital Strategies
Illinois
– -$1.13M -10,689 Closed
3LCM
2261
3D/L Capital Management
Connecticut
– -$1.06M -10,051 Closed
PCM
2262
Prelude Capital Management
New York
– -$1.07M -10,012 Closed
HHII
2263
H&H International Investment
California
– -$1.07M -10,000 Closed
RRAM
2264
River Road Asset Management
Kentucky
– -$1.06M -9,876 Closed
LWP
2265
Legacy Wealth Partners
California
– -$919K -8,593 Closed
RIA
2266
Regal Investment Advisors
Michigan
– -$722K -6,751 Closed
BI
2267
Ballast Inc
Kentucky
– -$703K -6,572 Closed
RWM
2268
RBA Wealth Management
California
– -$696K -6,510 Closed
BOM
2269
Bank of Marin
California
– -$692K -6,466 Closed
UBG
2270
United Bank (Georgia)
Georgia
– -$658K -6,155 Closed
BFA
2271
Beacon Financial Advisory
Ohio
– -$645K -6,033 Closed
YMRC
2272
Yorktown Management & Research Company
Virginia
– -$501K -4,685 Closed
BWP
2273
Bernardo Wealth Planning
Pennsylvania
– -$479K -4,484 Closed
TF
2274
Trek Financial
Arizona
– -$448K -4,186 Closed
JAWM
2275
J. Arnold Wealth Management
Ohio
– -$447K -4,180 Closed
89 90
91
92 93