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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 %
CI
1001
Conning Inc
Connecticut
$1.3M +$32.1K +436 +3%
MSWM
1002
Mader & Shannon Wealth Management
Missouri
$1.3M +$1.3M +17,636 New
FPS
1003
Fieldpoint Private Securities
Connecticut
$1.3M -$748K -10,161 -37%
IAIM
1004
International Assets Investment Management
Florida
$1.3M +$427K +13,262 +49%
HCM
1005
HGI Capital Management
New York
$1.3M – – –
AA
1006
Apriem Advisors
California
$1.29M +$246K +3,343 +24%
NL
1007
NVWM LLC
Pennsylvania
$1.29M +$752K +10,209 +140%
OA
1008
Oxbow Advisors
Texas
$1.29M -$4.13M -56,191 -76%
PCM
1009
Poehling Capital Management
Wisconsin
$1.29M -$23.8K -324 -2%
LFAS
1010
Level Four Advisory Services
Texas
$1.28M -$9.71K -132 -0.8%
WI
1011
Wintrust Investments
Illinois
$1.28M +$4.27K +58 +0.3%
BP
1012
Bandera Partners
New York
$1.27M – – –
HSA
1013
HBK Sorce Advisory
Pennsylvania
$1.26M +$495K +6,728 +65%
RPWA
1014
Regent Peak Wealth Advisors
Georgia
$1.26M +$132K +1,799 +12%
FP
1015
Fiduciary Planning
Florida
$1.26M +$1.26M +16,418 New
MWM
1016
Merriman Wealth Management
Washington
$1.25M -$762K -10,350 -38%
S
1017
Seeyond
France
$1.25M -$127K -1,721 -9%
VFM
1018
Viking Fund Management
North Dakota
$1.25M +$221K +3,000 +21%
RB
1019
Rodgers Brothers
Pennsylvania
$1.25M -$154K -2,100 -11%
IBOK
1020
Independence Bank of Kentucky
Kentucky
$1.25M +$9.2K +125 +0.7%
AIL
1021
AGF Investments LLC
Ontario, Canada
$1.24M -$186K -2,531 -13%
FFN
1022
Focus Financial Network
Minnesota
$1.24M +$91.1K +1,238 +8%
OIS
1023
Okabena Investment Services
Minnesota
$1.23M +$14.8K +201 +1%
RCA
1024
Rowland Carmichael Advisors
Arizona
$1.23M +$195K +2,650 +19%
DAM
1025
Doheny Asset Management
California
$1.22M -$258K -3,500 -17%
39 40
41
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