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Starbucks
SBUX

Overview Fund Activity

2,196 hedge funds and large institutions have $89.1B invested in Starbucks in 2020 Q4 according to their latest regulatory filings, with 331 funds opening new positions, 920 increasing their positions, 744 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,196
Holders Change
+206
Holders Change %
+10.35%
% of All Funds
38.96%
Holding in Top 10
97
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+61.67%
% of All Funds
1.72%
New
331
Increased
920
Reduced
744
Closed
95
Calls
$1.87B
Puts
$3.21B
Net Calls
-$1.33B
Net Calls Change
-$608M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$760M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$310M
3
KBC Group
KBC Group
Belgium
+$252M
4
BBHC
Brown Brothers Harriman & Co
New York
+$238M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$231M

Top Sellers

1
State Street
State Street
Massachusetts
-$293M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
-$195M
3
CRC
Cedar Rock Capital
United Kingdom
-$154M
4
Millennium Management
Millennium Management
New York
-$118M
5
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMT
1301
First Mercantile Trust
Tennessee
$1.02M -$174K -1,630 -15%
CL
1302
Choreo LLC
Illinois
$1.02M -$60.1K -562 -6%
PWP
1303
Principle Wealth Partners
Connecticut
$1.02M +$287K +2,680 +39%
PIG
1304
Pantheon Investment Group
California
$1.02M -$247K -2,304 -19%
FMWA
1305
Forvis Mazars Wealth Advisors
Missouri
$1.02M +$52.7K +493 +5%
DL
1306
DOHJ LLC
Washington
$1.02M -$122K -1,181 -11%
VIA
1307
Vident Investment Advisory
Georgia
$1.01M -$99.3K -928 -9%
SBIA
1308
Sheaff Brock Investment Advisors
Indiana
$1.01M -$957K -8,949 -49%
AFC
1309
AFT Forsyth & Company
Florida
$1.01M +$8.02K +75 +0.8%
MWM
1310
Meridian Wealth Management
Kentucky
$1.01M +$678K +6,343 +204%
CIAS
1311
Capital Investment Advisory Services
North Carolina
$1.01M +$232K +2,169 +30%
MSR
1312
Main Street Research
Connecticut
$1M -$33.5K -313 -3%
LWAM
1313
Legacy Wealth Asset Management
Minnesota
$1M +$1M +9,366 New
CFMC
1314
Curbstone Financial Management Corp
New Hampshire
$995K +$81.3K +760 +9%
EFMH
1315
E Fund Management (HK)
Hong Kong
$995K +$995K +9,300 New
BRWM
1316
B. Riley Wealth Management
Tennessee
$991K -$42.8K -400 -4%
SIC
1317
SFE Investment Counsel
California
$991K +$29.4K +275 +3%
VCWA
1318
Vanguard Capital Wealth Advisors
Colorado
$990K +$990K +9,350 New
AO
1319
Advisor OS
Illinois
$985K +$449K +4,196 +84%
OCG
1320
Opus Capital Group
Ohio
$980K -$4.92K -46 -0.5%
RFN
1321
RDA Financial Network
Iowa
$979K -$123K -1,149 -11%
CP
1322
Covenant Partners
Tennessee
$978K +$254K +2,379 +35%
AMC
1323
Asset Management Corp
Illinois
$974K +$716 +7 +0.1%
EA
1324
Ellsworth Advisors
Ohio
$974K +$202K +1,884 +26%
PFWA
1325
Paces Ferry Wealth Advisors
Georgia
$973K +$77.3K +722 +9%
51 52
53
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