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 %
MYIA
951
Mount Yale Investment Advisors
Colorado
$1.48M -$110K -1,497 -7%
CWM
952
Confluence Wealth Management
Oregon
$1.48M -$1.32K -18 -0.1%
IRAG
953
Investment Research & Advisory Group
Georgia
$1.47M +$914K +12,512 +163%
CAM
954
Cypress Asset Management
Texas
$1.47M +$1.47M +20,025 New
SCA
955
Snowden Capital Advisors
New York
$1.47M +$187K +2,544 +15%
DWM
956
Dakota Wealth Management
Florida
$1.46M -$174K -2,370 -11%
CIA
957
Cascade Investment Advisors
Oregon
$1.46M +$17.7K +240 +1%
SMFS
958
Squar Milner Financial Services
California
$1.46M +$333K +4,531 +30%
LCP
959
Legacy Capital Partners
Wisconsin
$1.46M -$50.4K -685 -3%
HFA
960
HC Financial Advisors
California
$1.46M -$17.2K -234 -1%
CC
961
Chicago Capital
Illinois
$1.46M +$8.17K +111 +0.6%
MWM
962
Minot Wealth Management
Massachusetts
$1.45M +$348K +4,725 +31%
BP
963
Ballentine Partners
Massachusetts
$1.45M +$12.4K +169 +0.9%
TPCW
964
TD Private Client Wealth
New York
$1.45M -$238K -3,237 -14%
SW
965
SteelPeak Wealth
California
$1.44M -$5.51M -74,845 -79%
AAM
966
Azzad Asset Management
Virginia
$1.43M +$315K +4,274 +28%
HIM
967
HawsGoodwin Investment Management
Tennessee
$1.42M -$169K -2,301 -11%
VCP
968
Vista Capital Partners
Oregon
$1.42M +$124K +1,680 +10%
WA
969
WBH Advisory
Maryland
$1.42M -$6.84K -93 -0.5%
SPFA
970
Summit Place Financial Advisors
New Jersey
$1.42M +$214K +2,905 +18%
FMTCOCP
971
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.42M +$85.3K +1,160 +6%
FDS
972
Freedom Day Solutions
Texas
$1.4M +$91.3K +1,241 +7%
1C
973
1623 Capital
Virginia
$1.39M – – –
CCA
974
Catalyst Capital Advisors
New York
$1.38M -$85.4K -1,160 -6%
SC
975
Saturna Capital
Washington
$1.38M – – –
37 38
39
40 41