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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 %
RFN
1251
RDA Financial Network
Iowa
$672K -$38.7K -525 -5%
UR
1252
USCA RIA
Texas
$664K +$29.5K +401 +5%
BI
1253
Ballast Inc
Kentucky
$663K -$3.53K -48 -0.5%
PV
1254
Private Vista
Illinois
$662K -$160K -2,170 -19%
CFA
1255
CWS Financial Advisors
Michigan
$662K +$182K +2,471 +38%
PWMAG
1256
Pinnacle Wealth Management Advisory Group
New Jersey
$662K +$388K +5,278 +142%
HIC
1257
Holderness Investments Company
North Carolina
$659K +$193K +2,618 +41%
OGC
1258
Oak Grove Capital
New Hampshire
$657K -$2.83M -38,430 -81%
CW
1259
CreativeOne Wealth
Kansas
$657K +$209K +2,839 +47%
SLG
1260
Stanley-Laman Group
Pennsylvania
$656K +$8.32K +113 +1%
CCM
1261
Community Capital Management
Florida
$651K – – –
RWM
1262
Ritholtz Wealth Management
New York
$651K +$225K +3,050 +53%
FMWA
1263
Forvis Mazars Wealth Advisors
Missouri
$649K +$53.8K +732 +9%
RMAM
1264
Raab & Moskowitz Asset Management
New Jersey
$648K +$65.2K +886 +11%
PBC
1265
Pavion Blue Capital
California
$647K +$103K +1,400 +19%
CT
1266
Columbia Trust
Oregon
$646K +$46.8K +636 +8%
FHA
1267
Flagship Harbor Advisors
Massachusetts
$645K +$93.1K +1,265 +17%
OPS
1268
Orion Portfolio Solutions
Nebraska
$639K +$132K +1,797 +26%
XWM
1269
Xcel Wealth Management
Florida
$639K +$639K +8,694 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1270
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$634K -$15.5M -210,066 -96%
SFFS
1271
Stonehage Fleming Financial Services
Jersey
$634K – – –
HF
1272
HRT Financial
New York
$630K -$14.4M -195,909 -96%
RP
1273
Rice Partnership
Hawaii
$630K -$50.2K -682 -7%
ANBT
1274
American National Bank & Trust
Texas
$629K +$87.6K +1,190 +16%
NIM
1275
NuWave Investment Management
New Jersey
$629K +$629K +8,134 New
49 50
51
52 53