SBUX icon

Starbucks
SBUX

Overview Fund Activity

1,934 hedge funds and large institutions have $60.1B invested in Starbucks in 2020 Q2 according to their latest regulatory filings, with 207 funds opening new positions, 892 increasing their positions, 665 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,934
Holders Change
+71
Holders Change %
+3.81%
% of All Funds
39.75%
Holding in Top 10
43
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-25.86%
% of All Funds
0.88%
New
207
Increased
892
Reduced
665
Closed
123
Calls
$1.04B
Puts
$1.9B
Net Calls
-$861M
Net Calls Change
-$37.3M

Top Buyers

1
Fundsmith LLP
Fundsmith LLP
United Kingdom
+$419M
2
Polen Capital Management
Polen Capital Management
Florida
+$349M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$333M
4
JSP
Jackson Square Partners
California
+$266M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$238M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$226M
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$206M
3
AQR Capital Management
AQR Capital Management
Connecticut
-$200M
4
MAM
Magellan Asset Management
Australia
-$186M
5
American Century Companies
American Century Companies
Missouri
-$168M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
576
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.31M +$876K +11,898 +26%
Daiwa Securities Group
577
Daiwa Securities Group
Japan
$4.3M – – –
HA
578
Hamel Associates
New Jersey
$4.29M +$346K +4,700 +9%
TC
579
TwinBeech Capital
New York
$4.29M +$4.29M +58,251 New
GI
580
GAMCO Investors
Connecticut
$4.28M +$744K +10,105 +21%
MA
581
Montag & Associates
Georgia
$4.25M +$314K +4,265 +8%
MWM
582
Marietta Wealth Management
Georgia
$4.22M +$152K +2,062 +4%
WB
583
WesBanco Bank
West Virginia
$4.2M +$331K +4,496 +9%
1IA
584
1834 Investment Advisors
Wisconsin
$4.2M -$80.8K -1,098 -2%
PWS
585
Peloton Wealth Strategists
Indiana
$4.12M +$248K +3,375 +6%
Man Group
586
Man Group
United Kingdom
$4.11M -$7.74M -105,150 -65%
AWP
587
Ascent Wealth Partners
New York
$4.09M +$314K +4,264 +8%
SAM
588
Silvercrest Asset Management
New York
$4.07M +$26.9K +365 +0.7%
JCM
589
Jag Capital Management
Missouri
$4.05M +$105K +1,420 +3%
OBGC
590
O'Brien Greene & Co
Pennsylvania
$4.05M +$351K +4,770 +9%
BA
591
Bristlecone Advisors
Washington
$4.04M -$392K -5,330 -9%
Wealthfront Advisers
592
Wealthfront Advisers
California
$4.04M +$759K +10,309 +23%
TCOK
593
Trust Company of Kansas
Kansas
$4.04M +$750K +10,184 +23%
AF
594
Ally Financial
Michigan
$3.98M – – –
WAM
595
Wealthspire Advisors (Maryland)
Maryland
$3.97M -$38K -516 -0.9%
UBPAM
596
Union Bancaire Privee Asset Management
New York
$3.96M +$1.64M +22,290 +71%
FLPIM
597
F.L. Putnam Investment Management
Massachusetts
$3.95M -$163K -2,209 -4%
SCM
598
Stonebridge Capital Management
California
$3.94M -$155K -2,090 -4%
TWM
599
TLW Wealth Management
Florida
$3.94M +$465K +6,326 +13%
RFM
600
Royal Fund Management
Florida
$3.94M +$3.75M +51,020 +2,073%
22 23
24
25 26