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Starbucks
SBUX

Overview Fund Activity

2,196 hedge funds and large institutions have $89.1B invested in Starbucks in 2020 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 920 increasing their positions, 744 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,196
Holders Change
+206
Holders Change %
+10.35%
% of All Funds
38.96%
Holding in Top 10
97
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+61.67%
% of All Funds
1.72%
New
331
Increased
920
Reduced
744
Closed
95
Calls
$1.87B
Puts
$3.21B
Net Calls
-$1.33B
Net Calls Change
-$608M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$760M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$310M
3
KBC Group
KBC Group
Belgium
+$252M
4
BBHC
Brown Brothers Harriman & Co
New York
+$238M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$231M

Top Sellers

1
State Street
State Street
Massachusetts
-$293M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$195M
3
CRC
Cedar Rock Capital
United Kingdom
-$154M
4
Millennium Management
Millennium Management
New York
-$118M
5
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
CP
826
Cumberland Partners
Ontario, Canada
$3.36M +$886K +8,287 +36%
DT
827
Diversified Trust
Tennessee
$3.35M -$254K -2,374 -7%
SCA
828
Strategic Capital Advisers
Colorado
$3.35M -$52.4K -490 -2%
HNW
829
High Note Wealth
Minnesota
$3.35M +$3.35M +31,296 New
JWM
830
Jackson Wealth Management
Florida
$3.34M +$413K +3,860 +14%
1SB
831
1ST Source Bank
Indiana
$3.34M +$20.8K +194 +0.6%
OIA
832
Optimum Investment Advisors
Illinois
$3.32M +$169K +1,577 +5%
TA
833
Tiedemann Advisors
New York
$3.28M +$85.8K +802 +3%
SBL
834
Sargent Bickham Lagudis
Colorado
$3.27M +$21.6K +202 +0.7%
BMWM
835
Brown Miller Wealth Management
Virginia
$3.27M +$3.27M +30,534 New
BWM
836
BNC Wealth Management
Oregon
$3.25M – – –
BZWA
837
Blue Zone Wealth Advisors
California
$3.23M +$20.9K +195 +0.7%
MIC
838
Means Investment Company
Maine
$3.22M +$85.4K +807 +3%
VV
839
Verity & Verity
South Carolina
$3.22M -$133K -1,275 -4%
YWP
840
YorkBridge Wealth Partners
New York
$3.22M +$177K +1,652 +6%
QI
841
QV Investors
Alberta, Canada
$3.22M -$82.4K -770 -2%
NGA
842
Naples Global Advisors
Florida
$3.21M -$57.5K -537 -2%
NIC
843
Northwest Investment Counselors
Oregon
$3.21M +$29.7K +278 +0.9%
MYIA
844
Mount Yale Investment Advisors
Colorado
$3.19M +$541K +5,058 +20%
MJB
845
Mark J. Bradley
$3.18M +$3.18M +29,680 New
MWM
846
Madison Wealth Management
Ohio
$3.16M +$107K +997 +3%
MCM
847
Mitchell Capital Management
Kansas
$3.16M +$8.77K +82 +0.3%
TA
848
Trellis Advisors
Washington
$3.16M +$2.03K +19 +0.1%
BFA
849
Bragg Financial Advisors
North Carolina
$3.15M +$411K +3,840 +15%
HWA
850
Heritage Way Advisors
Illinois
$3.15M -$75.8K -709 -2%
32 33
34
35 36