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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 %
FCA
1326
FLC Capital Advisors
California
$971K – – –
4WM
1327
44 Wealth Management
Oregon
$971K +$971K +9,079 New
GFS
1328
GYL Financial Synergies
Connecticut
$963K -$57K -533 -6%
CFA
1329
CWS Financial Advisors
Michigan
$961K -$1.5K -14 -0.2%
FTDI
1330
First Trust Direct Indexing
Massachusetts
$958K +$958K +8,958 New
I
1331
INVST
Indiana
$955K +$262K +2,452 +38%
CB
1332
CNB Bank
Pennsylvania
$951K +$34.5K +322 +4%
FA
1333
Financial Avengers
California
$950K +$950K +8,879 New
KWM
1334
Keebeck Wealth Management
Illinois
$949K +$24.2K +226 +3%
PWAP
1335
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$947K -$34.7K -324 -4%
CCM
1336
Community Capital Management
Florida
$946K – – –
ODCM
1337
Old Dominion Capital Management
Virginia
$943K +$59.9K +560 +7%
PBC
1338
Pavion Blue Capital
California
$941K – – –
CCM
1339
Compton Capital Management
Rhode Island
$939K -$18.7K -175 -2%
HW
1340
Hancock Whitney
Mississippi
$936K -$1.18K -11 -0.1%
PIA
1341
Perennial Investment Advisors
California
$936K +$19.2K +179 +2%
FBFS
1342
First Business Financial Services
Wisconsin
$936K +$42.4K +396 +5%
CI
1343
Cavalier Investments
Georgia
$933K +$933K +8,718 New
WAS
1344
Winch Advisory Services
Wisconsin
$925K +$93K +869 +11%
HH
1345
Hilltop Holdings
Texas
$924K -$184K -1,716 -17%
BBNA
1346
Bremer Bank National Association
Minnesota
$923K -$1.22M -11,447 -57%
RP
1347
Rice Partnership
Hawaii
$923K – – –
CA
1348
Clearstead Advisors
Ohio
$923K +$217K +2,032 +31%
LWP
1349
Legacy Wealth Partners
California
$919K +$82.2K +769 +10%
LSAG
1350
Lake Street Advisors Group
New Hampshire
$916K +$23.9K +223 +3%
52 53
54
55 56