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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 %
FBA
1326
Front Barnett Associates
Illinois
$560K – – –
CB
1327
CNB Bank
Pennsylvania
$559K -$71.8K -976 -11%
SSWM
1328
Smith Salley Wealth Management
North Carolina
$559K +$69.9K +950 +14%
AIM
1329
Alhambra Investment Management
Florida
$558K +$91.2K +1,240 +20%
CMI
1330
Clare Market Investments
Texas
$557K -$96.5K -1,311 -15%
CIC
1331
Cornercap Investment Counsel
Georgia
$557K +$3.68K +50 +0.7%
PBT
1332
Pictet Bank & Trust
Bahamas
$555K – – –
TYCC
1333
Texas Yale Capital Corp
Florida
$555K +$555K +7,538 New
MGIA
1334
Moneta Group Investment Advisors
Missouri
$554K +$554K +7,528 New
IIM
1335
Ipswich Investment Management
Massachusetts
$550K -$244K -3,314 -31%
OCPWS
1336
One Charles Private Wealth Services
Massachusetts
$550K +$550K +7,328 New
CP
1337
Covenant Partners
Tennessee
$548K +$27.8K +378 +5%
PG
1338
Pendal Group
Australia
$543K -$2.83M -38,477 -84%
FBB
1339
Fulton Breakefield Broenniman
Maryland
$543K +$3.9K +53 +0.7%
IIC
1340
Integrated Investment Consultants
Michigan
$541K -$1.32K -18 -0.2%
GIA
1341
GHP Investment Advisors
Colorado
$539K +$6.62K +90 +1%
GSWM
1342
Golden State Wealth Management
California
$537K +$138K +1,876 +35%
WAS
1343
Winch Advisory Services
Wisconsin
$536K +$7.28K +99 +1%
FMB
1344
Field & Main Bank
Kentucky
$536K +$536K +7,285 New
ODCM
1345
Old Dominion Capital Management
Virginia
$531K +$2.06K +28 +0.4%
CMANY
1346
Capital Management Associates (New York)
New York
$531K +$200K +2,725 +61%
SFG
1347
SevenBridge Financial Group
Pennsylvania
$530K +$11K +150 +2%
OIA
1348
OneDigital Investment Advisors
Kansas
$530K +$53.2K +723 +11%
WFA
1349
Wellspring Financial Advisors
Ohio
$528K +$13.1K +178 +3%
MSR
1350
Main Street Research
Connecticut
$527K -$39.6K -538 -7%
52 53
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