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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 %
DWM
1201
Darwin Wealth Management
Florida
$776K +$582K +7,908 +300%
RCA
1202
Resonant Capital Advisors
Wisconsin
$771K -$168K -2,278 -18%
CL
1203
Choreo LLC
Illinois
$770K -$68.8K -935 -8%
PAM
1204
Palisade Asset Management
Minnesota
$770K – – –
ACS
1205
Archford Capital Strategies
Illinois
$769K +$148K +2,013 +24%
CCM
1206
Compton Capital Management
Rhode Island
$767K +$53.3K +725 +7%
CPIG
1207
Chicago Partners Investment Group
Illinois
$765K +$12.1K +158 +2%
CIA
1208
Capital Investment Advisors
Georgia
$761K +$39.8K +541 +6%
CWAG
1209
Compton Wealth Advisory Group
Virginia
$760K -$28.2K -383 -4%
MHIC
1210
Marble Harbor Investment Counsel
Massachusetts
$760K +$5.52K +75 +0.7%
FFWA
1211
FRG Family Wealth Advisors
Washington
$759K -$29.1K -396 -4%
MS
1212
Marshall & Sullivan
Washington
$759K +$43.9K +596 +6%
CWM
1213
Calamos Wealth Management
Illinois
$758K -$42.2K -573 -5%
PJSIMP
1214
P.J. Schmidt Investment Management (PJS)
Wisconsin
$756K +$2.21K +30 +0.3%
AG
1215
AlphaSimPlex Group
Massachusetts
$756K +$217K +2,955 +40%
WAM
1216
Winslow Asset Management
Ohio
$755K – – –
NEI
1217
Northwest & Ethical Investments
Ontario, Canada
$748K +$52.3K +711 +8%
NSB
1218
Norway Savings Bank
Maine
$746K -$64.8K -880 -8%
ISWM
1219
Independent Solutions Wealth Management
New York
$745K +$407K +5,534 +121%
OAM
1220
Optimal Asset Management
California
$743K -$522K -7,090 -41%
CB
1221
Community Bank
New York
$743K +$50.2K +681 +7%
AF
1222
Advisornet Financial
Minnesota
$743K +$307K +4,178 +71%
NEAM
1223
New England Asset Management
Connecticut
$743K +$368K +5,000 +98%
HHII
1224
H&H International Investment
California
$736K – – –
AIIMS
1225
Analyst IMS Investment Management Services
Israel
$736K +$110K +1,500 +18%
47 48
49
50 51