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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 %
ECM
676
Elgethun Capital Management
South Dakota
$3.12M -$1.5M -20,892 -32%
MC
677
Miramar Capital
Illinois
$3.11M +$3.11M +41,392 New
SEEDPG
678
S.E.E.D. Planning Group
New York
$3.1M +$3.1M +42,182 New
CWP
679
CFM Wealth Partners
Texas
$3.1M +$9.71K +132 +0.3%
WIC
680
WealthBridge Investment Counsel
Alberta, Canada
$3.1M +$3.1M +42,085 New
Rafferty Asset Management
681
Rafferty Asset Management
New York
$3.08M +$967K +13,138 +46%
CCM
682
Carderock Capital Management
Maryland
$3.08M -$48.6K -660 -2%
LFGH
683
Lee Financial Group Hawaii
Hawaii
$3.08M +$3.08M +41,838 New
CCM
684
Cadence Capital Management
Massachusetts
$3.07M +$3.07M +41,650 New
MCM
685
Matarin Capital Management
New York
$3.06M -$1.46M -19,891 -32%
GKWIM
686
Gerber Kawasaki Wealth & Investment Management
California
$3.05M +$644K +8,751 +27%
BIMC
687
Benson Investment Management Company
Virginia
$3.04M +$18K +245 +0.6%
FBT
688
First Bankers Trust
Kentucky
$3.04M +$89.4K +1,215 +3%
BCA
689
Bray Capital Advisors
Florida
$3.04M -$4.42K -60 -0.1%
BRWM
690
B. Riley Wealth Management
Tennessee
$3.02M +$1.17M +15,959 +64%
TB
691
Terril Brothers
Missouri
$3.01M +$3.01M +40,865 New
NSIM
692
North Star Investment Management
Illinois
$3M -$52.6K -714 -2%
HSA
693
Hussman Strategic Advisors
Maryland
$3M -$1.14M -15,450 -27%
LI
694
Lafayette Investments
Maryland
$3M +$987K +13,418 +49%
HKIM
695
Hayek Kallen Investment Management
Alabama
$2.99M +$73.8K +1,003 +3%
USAA
696
United Services Automobile Association
Texas
$2.99M -$1.86M -25,324 -38%
UTC
697
Unified Trust Company
Kentucky
$2.98M +$95.7K +1,301 +3%
PA
698
Perennial Advisors
New York
$2.98M +$186K +2,526 +7%
PWP
699
Private Wealth Partners
California
$2.97M +$68.6K +932 +2%
RG
700
Rathbones Group
United Kingdom
$2.96M +$2.3M +31,263 +348%
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