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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 %
SFA
1151
Semmax Financial Advisors
North Carolina
$877K +$181K +2,452 +26%
NIM
1152
Northeast Investment Management
Massachusetts
$874K +$109K +1,483 +14%
RA
1153
RFG Advisory
Alabama
$872K +$6.04K +82 +0.7%
BA
1154
Bridgewater Associates
Connecticut
$871K -$927K -12,595 -52%
PO
1155
Private Ocean
California
$870K +$217K +2,954 +33%
GGHC
1156
Gilder Gagnon Howe & Co
New York
$870K +$870K +11,823 New
RA
1157
Rational Advisors
New York
$866K -$76.7K -1,043 -8%
ANRIA
1158
American National Registered Investment Advisor
Texas
$862K – – –
ICM
1159
IMS Capital Management
Oregon
$862K +$170K +2,315 +25%
DBRC
1160
D.B. Root & Company
Pennsylvania
$861K +$25.2K +343 +3%
JCM
1161
Jacobi Capital Management
Pennsylvania
$858K +$47.4K +633 +6%
FMTC
1162
Farmers & Merchants Trust Company
California
$853K +$55.3K +752 +7%
EFS
1163
Essex Financial Services
Connecticut
$846K -$128K -1,736 -13%
PFG
1164
PAX Financial Group
Texas
$846K +$65.6K +891 +8%
EWM
1165
Elmwood Wealth Management
California
$837K -$142K -1,925 -14%
CCMD
1166
Cypress Capital Management (Delaware)
Delaware
$835K +$7.36K +100 +0.9%
EI
1167
Ethic Inc
New York
$832K +$345K +4,681 +71%
CCMW
1168
Cypress Capital Management (Wyoming)
Wyoming
$830K +$822K +11,158 +9,703%
ACM
1169
Alta Capital Management
Utah
$829K -$147K -2,000 -15%
OFS
1170
Orrstown Financial Services
Pennsylvania
$825K -$29.4K -399 -3%
WPW
1171
Waldron Private Wealth
Pennsylvania
$825K +$44K +599 +6%
AWM
1172
Altium Wealth Management
New York
$822K -$3.75K -51 -0.5%
JWM
1173
JGP Wealth Management
Oregon
$820K – – –
BOH
1174
Bank of Hawaii
Hawaii
$819K -$27.7K -377 -3%
WI
1175
WrapManager Inc
California
$818K +$238K +3,237 +41%
45 46
47
48 49