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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 %
WAG
1301
Winthrop Advisory Group
Massachusetts
$602K +$51.7K +698 +9%
CHJWM
1302
Carlton Hofferkamp & Jenks Wealth Management
Texas
$598K +$598K +7,724 New
SSG
1303
Summit Securities Group
New York
$596K -$405K -5,500 -40%
FBFS
1304
First Business Financial Services
Wisconsin
$596K +$26.1K +355 +5%
AA
1305
Auxano Advisors
Washington
$595K +$148K +2,013 +33%
OL
1306
Optas LLC
Texas
$593K -$134K -1,823 -18%
CFMC
1307
Curbstone Financial Management Corp
New Hampshire
$592K – – –
DP
1308
DDD Partners
Washington
$592K +$1.99K +27 +0.3%
TH
1309
TCTC Holdings
Texas
$590K -$50.5K -686 -8%
IDBONY
1310
Israel Discount Bank of New York
New York
$589K -$253K -3,429 -30%
CA
1311
Cambridge Advisors
Nebraska
$589K +$18.7K +254 +3%
PVH
1312
Psagot Value Holdings
Israel
$588K -$272K -3,700 -32%
CCM
1313
CAAS Capital Management
New York
$585K -$3.12M -42,450 -84%
CCMT
1314
CMT Capital Markets Trading
Germany
$585K -$2.43K -33 -0.4%
LSAG
1315
Lake Street Advisors Group
New Hampshire
$583K +$161K +2,184 +38%
BIA
1316
Bigelow Investment Advisors
Maine
$580K -$12.1K -164 -2%
MCM
1317
Manchester Capital Management
Vermont
$580K +$21.4K +290 +4%
AIC
1318
Archer Investment Corporation
Indiana
$576K +$14.7K +200 +3%
ALAM
1319
Asahi Life Asset Management
Japan
$573K -$146K -1,980 -20%
AWE
1320
Avidian Wealth Enterprises
Texas
$573K +$131K +1,781 +30%
ACM
1321
Alethea Capital Management
Washington
$572K +$572K +7,770 New
PTB
1322
Pioneer Trust Bank
Oregon
$568K – – –
TCG
1323
Tremblant Capital Group
Florida
$565K -$5.12M -69,525 -90%
WKWM
1324
Walter & Keenan Wealth Management
Indiana
$563K -$248K -3,374 -31%
SWA
1325
SFMG Wealth Advisors
Texas
$561K +$561K +7,629 New
51 52
53
54 55