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Starbucks
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 %
MAM
2301
Mastrapasqua Asset Management
Tennessee
– -$201K -1,876 Closed
BSSFA
2302
Baron Silver Stevens Financial Advisors
Florida
– -$163K -1,525 Closed
PS
2303
Planned Solutions
California
– -$147K -1,374 Closed
BWA
2304
Burt Wealth Advisors
Maryland
– -$115K -1,072 Closed
CYG
2305
Clean Yield Group
Vermont
– -$98K -918 Closed
IA
2306
Inspire Advisors
Idaho
– -$97K -904 Closed
SIAG
2307
Safeguard Investment Advisory Group
California
– -$96K -899 Closed
SFG
2308
Sowa Financial Group
Rhode Island
– -$80K -750 Closed
VAIA
2309
Virtus Alternative Investment Advisers
Connecticut
– -$63K -589 Closed
KCM
2310
Kathmere Capital Management
Pennsylvania
– -$61K -572 Closed
TIAM2
2311
Tru Independence Asset Management 2
Oregon
– -$59K -554 Closed
GWM
2312
Greenhouse Wealth Management
Connecticut
– -$58K -546 Closed
DWM
2313
Defined Wealth Management
Oregon
– -$58K -540 Closed
HIM
2314
Hillsdale Investment Management
Ontario, Canada
– -$56K -520 Closed
LGA
2315
Lebenthal Global Advisors
New York
– -$54K -509 Closed
FWM
2316
FSA Wealth Management
Massachusetts
– -$49K -460 Closed
FFG
2317
Fortem Financial Group
California
– -$35K -330 Closed
AA
2318
AlphaMark Advisors
Kentucky
– -$34K -322 Closed
BBHBI
2319
B, B, H, & B Inc
Alabama
– -$33K -315 Closed
OPW
2320
Oxler Private Wealth
New York
– -$32K -300 Closed
H
2321
Hexavest
Quebec, Canada
– -$26K -239 Closed
EA
2322
Elm Advisors
California
– -$18K -169 Closed
T
2323
TOBAM
France
– -$17K -161 Closed
NC
2324
NewSquare Capital
Pennsylvania
– -$6K -60 Closed
T2I
2325
Turim 21 Investimentos
Brazil
– -$5K -43 Closed
90 91 92
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