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 %
WPA
1051
West Paces Advisors
Georgia
$1.11M -$36.8K -500 -3%
BOC
1052
Barbara Oil Co
Illinois
$1.1M – – –
AFG
1053
Albion Financial Group
Utah
$1.1M +$72.1K +980 +7%
WAS
1054
Wesleyan Assurance Society
United Kingdom
$1.1M +$1.1M +15,000 New
TA
1055
Tiedemann Advisors
New York
$1.1M -$5.44K -74 -0.5%
CIM
1056
CIM Investment Management
Pennsylvania
$1.1M – – –
PIM
1057
Profit Investment Management
Maryland
$1.1M – – –
WWM
1058
Western Wealth Management
Colorado
$1.09M +$52.3K +710 +5%
LWM
1059
Laidlaw Wealth Management
New York
$1.09M +$87.6K +1,190 +9%
SW
1060
SlateStone Wealth
Florida
$1.09M -$179K -2,427 -14%
EHWM
1061
Eads & Heald Wealth Management
Georgia
$1.09M +$16.1K +219 +2%
NPF
1062
Norris Perne & French
Michigan
$1.09M +$1.09M +14,750 New
PGCM
1063
Prescott Group Capital Management
Oklahoma
$1.08M – – –
RFA
1064
Reilly Financial Advisors
California
$1.08M -$12.6K -171 -1%
CH
1065
Canton Hathaway
Rhode Island
$1.07M +$963K +13,077 +872%
SI
1066
Shaker Investments
Ohio
$1.07M -$352K -4,783 -25%
SWMG
1067
Strategic Wealth Management Group
Maryland
$1.07M -$8.76K -119 -0.8%
PTC
1068
Private Trust Company
Ohio
$1.07M +$52.9K +702 +5%
GWCM
1069
Godshalk Welsh Capital Management
Pennsylvania
$1.06M +$117K +1,590 +12%
VMPIC
1070
Varma Mutual Pension Insurance Co
Finland
$1.06M +$1.06M +14,458 New
AF
1071
Aldebaran Financial
$1.06M -$524K -7,124 -33%
QPWM
1072
Quadrant Private Wealth Management
Pennsylvania
$1.05M +$787K +10,686 +294%
AFA
1073
Abacus FCF Advisors
Florida
$1.05M -$633K -8,586 -38%
CF
1074
Centaurus Financial
California
$1.05M +$84.4K +1,147 +9%
APP
1075
Avantax Planning Partners
Iowa
$1.05M +$201K +2,734 +24%
41 42
43
44 45