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 %
WIA
601
Wealthstreet Investment Advisors
Texas
$3.92M -$11.4K -155 -0.3%
TW
602
Transform Wealth
Colorado
$3.91M -$1.02M -13,883 -21%
UH
603
Unigestion Holding
Switzerland
$3.86M -$1.22M -16,546 -24%
CG
604
Colony Group
Massachusetts
$3.84M +$1.08M +14,737 +39%
IIC
605
Ironwood Investment Counsel
Arizona
$3.83M +$2.06M +27,980 +116%
ECM
606
ETrade Capital Management
Virginia
$3.83M -$127K -1,726 -3%
RE
607
RBC Europe
United Kingdom
$3.81M +$1.46M +19,907 +62%
BS
608
Banco Santander
Spain
$3.81M -$154K -2,090 -4%
BAS
609
Brown Advisory Securities
Maryland
$3.77M +$350K +4,815 +10%
IFAM
610
Institutional & Family Asset Management
Colorado
$3.77M -$122K -1,657 -3%
FAIM
611
Financial Advocates Investment Management
Washington
$3.77M +$246K +3,246 +7%
V
612
Veritable
Delaware
$3.77M -$41.7K -567 -1%
FFA
613
Fragasso Financial Advisors
Pennsylvania
$3.76M +$208K +2,741 +6%
RIG
614
Renaissance Investment Group
Massachusetts
$3.76M +$3.76M +51,141 New
MCP
615
Martin Capital Partners
Oregon
$3.76M -$44.6K -606 -1%
CCFCSB
616
Cape Cod Five Cents Savings Bank
Massachusetts
$3.74M +$206K +2,804 +6%
LSERS
617
Louisiana State Employees Retirement System
Louisiana
$3.69M – – –
VPI
618
Value Partners Investments
Manitoba, Canada
$3.69M +$3.69M +50,140 New
EIA
619
Eastover Investment Advisors
North Carolina
$3.68M +$134K +1,821 +4%
FCT
620
Family Capital Trust
Massachusetts
$3.68M +$24.9K +338 +0.7%
EWM
621
Evercore Wealth Management
New York
$3.67M +$83.3K +1,132 +2%
VanEck Associates
622
VanEck Associates
New York
$3.65M -$1.08M -14,682 -23%
AA
623
Ancora Advisors
Ohio
$3.65M +$342K +4,644 +10%
TCM
624
Telos Capital Management
California
$3.65M -$58.4K -793 -2%
WDA
625
Wendell David Associates
New Hampshire
$3.64M -$11K -150 -0.3%
23 24
25
26 27