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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 %
AIA
1351
Allied Investment Advisors
Montana
$524K +$32.3K +439 +7%
FC
1352
Forte Capital
New York
$524K +$524K +7,123 New
PWP
1353
Principle Wealth Partners
Connecticut
$523K – – –
KTC
1354
Kistler-Tiffany Companies
Pennsylvania
$523K +$115K +1,571 +28%
AB
1355
Atlas Brown
Kentucky
$522K +$23.3K +316 +5%
EA
1356
Ellsworth Advisors
Ohio
$522K +$522K +7,087 New
SIC
1357
SFE Investment Counsel
California
$520K – – –
CAAS
1358
Capital Asset Advisory Services
Michigan
$516K +$109K +1,374 +27%
WAP
1359
Wealthcare Advisory Partners
Pennsylvania
$515K +$75K +1,020 +17%
PA
1360
Procyon Advisors
Connecticut
$514K +$80.2K +1,089 +18%
TA
1361
TFG Advisers
Michigan
$511K +$17.8K +242 +4%
DCP
1362
DSM Capital Partners
Florida
$511K +$511K +6,950 New
LSA
1363
L & S Advisors
California
$510K -$3.87M -52,499 -88%
IFG
1364
Investors Financial Group
Minnesota
$507K +$140K +1,903 +38%
MWM
1365
MorganRosel Wealth Management
Colorado
$506K -$1.62K -22 -0.3%
GBT
1366
Grove Bank & Trust
Florida
$506K +$79.6K +1,081 +19%
BCI
1367
Brinker Capital Investments
Pennsylvania
$502K -$177K -2,413 -26%
QIM
1368
Quest Investment Management
Oregon
$500K -$14.3M -193,743 -97%
TWA
1369
TCI Wealth Advisors
Arizona
$500K -$73.7K -1,001 -13%
IWA
1370
Independence Wealth Advisors
Virginia
$499K -$145K -1,975 -23%
PP
1371
Patten & Patten
Tennessee
$499K +$7.44K +101 +2%
JFL
1372
Jarislowsky, Fraser Ltd
Quebec, Canada
$496K – – –
CA
1373
Clearstead Advisors
Ohio
$496K +$33.9K +461 +7%
VPIM
1374
Vanguard Personalized Indexing Management
California
$494K +$109K +1,484 +28%
EP
1375
Eudaimonia Partners
Tennessee
$493K -$57.8K -785 -10%
53 54
55
56 57