SBUX icon

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 %
FI
1001
Financial Insights
Washington
$2.04M +$856 +8 +0%
FHC
1002
First Horizon Corporation
Tennessee
$2.03M +$26.3K +246 +1%
JAFL
1003
Jay A. Fishman Ltd
Michigan
$2.02M +$112K +1,045 +6%
XWM
1004
Xcel Wealth Management
Florida
$2.02M +$107 +1 +0%
AAM
1005
Azzad Asset Management
Virginia
$2.01M -$444K -4,155 -18%
DWT
1006
Dorsey & Whitney Trust
South Dakota
$2.01M +$59.6K +557 +3%
DA
1007
DCM Advisors
New York
$2.01M +$2.01M +18,830 New
HPWM
1008
Highland Private Wealth Management
Washington
$2.01M +$4.82K +45 +0.2%
IWA
1009
IVC Wealth Advisors
Pennsylvania
$2.01M +$2.01M +18,787 New
TA
1010
Tectonic Advisors
Texas
$2.01M +$2.01M +18,787 New
PT
1011
Plimoth Trust
Massachusetts
$2M -$71.1K -665 -3%
GSC
1012
G&S Capital
Colorado
$2M -$770K -7,199 -28%
SNT
1013
Security National Trust
West Virginia
$1.99M +$298K +2,790 +18%
SW
1014
SteelPeak Wealth
California
$1.99M +$130K +1,219 +7%
FP
1015
Fiduciary Planning
Florida
$1.98M +$96.2K +899 +5%
MCA
1016
Mercer Capital Advisers
New Jersey
$1.97M +$12.9K +121 +0.7%
CA
1017
Capitolis Advisors
New York
$1.97M +$1.97M +18,382 New
JG
1018
Jefferies Group
New York
$1.97M +$397K +3,711 +25%
WC
1019
Weil Company
California
$1.96M -$73.7K -689 -4%
HWA
1020
Heritage Wealth Advisors
Virginia
$1.95M +$1.06M +9,895 +118%
CIP
1021
Chartwell Investment Partners
Pennsylvania
$1.95M -$405K -3,787 -17%
FMTCOCP
1022
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.94M – – –
WA
1023
WBH Advisory
Maryland
$1.94M -$57.9K -549 -3%
HZ
1024
Hixon Zuercher
Ohio
$1.94M +$57.3K +536 +3%
SA
1025
Strategic Advisors
New York
$1.93M +$112K +1,085 +6%
39 40
41
42 43