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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 %
WSCM
926
Wellington Shields Capital Management
New York
$1.57M +$552K +7,493 +54%
BIA
927
Biondo Investment Advisors
Pennsylvania
$1.57M +$1.57M +21,260 New
WANY
928
Wealthspire Advisors (New York)
New York
$1.56M -$3.22M -43,811 -67%
PFSC
929
Peoples Financial Services Corp
Pennsylvania
$1.55M – – –
GFA
930
Gifford Fong Associates
California
$1.55M – – –
CSA
931
Cottage Street Advisors
Massachusetts
$1.55M +$16.1K +219 +1%
BOTW
932
Bank of the West
California
$1.54M -$145K -1,974 -9%
HB
933
Homrich & Berg
Georgia
$1.53M -$12.3K -167 -0.8%
ANB
934
Amarillo National Bank
Texas
$1.53M – – –
SC
935
Savant Capital
Illinois
$1.52M -$85.4K -1,160 -5%
AP
936
Arlington Partners
Alabama
$1.52M +$133K +1,804 +10%
MWA
937
Moser Wealth Advisors
Washington
$1.52M -$331K -4,496 -18%
CT
938
Coastline Trust
Rhode Island
$1.51M +$59.2K +805 +4%
Carson Wealth (CWM LLC)
939
Carson Wealth (CWM LLC)
Nebraska
$1.51M – – –
DFA
940
Delta Financial Advisors
Louisiana
$1.51M -$69.3K -942 -4%
AI
941
Atom Investors
Texas
$1.51M -$2.04M -27,750 -58%
SCA
942
Stonebridge Capital Advisors
Minnesota
$1.5M -$24.3K -330 -2%
CNAM
943
Campbell Newman Asset Management
Wisconsin
$1.5M +$12.3K +167 +0.8%
BSW
944
Buckingham Strategic Wealth
Missouri
$1.49M -$2.31M -31,363 -61%
LAIC
945
Lederer & Associates Investment Counsel
California
$1.49M +$525K +7,135 +54%
CS
946
Cannell & Spears
New York
$1.49M -$7.36K -100 -0.5%
SBIA
947
Sheaff Brock Investment Advisors
Indiana
$1.49M +$442 +6 +0%
KIG
948
Kessler Investment Group
Indiana
$1.49M -$5.52K -75 -0.4%
PAS
949
Park Avenue Securities
New York
$1.48M +$1.48M +20,157 New
CWM
950
Cordatus Wealth Management
Pennsylvania
$1.48M +$1.21M +16,472 +454%
36 37
38
39 40