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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 %
AWM
1401
Aberdeen Wealth Management
Illinois
$464K +$145K +1,966 +45%
SIG
1402
Sargent Investment Group
Maryland
$463K – – –
BOM
1403
Bank of Marin
California
$463K +$225K +3,061 +95%
DI
1404
Diligent Investors
California
$462K +$40.4K +549 +10%
GFS
1405
GYL Financial Synergies
Connecticut
$460K -$14.8K -201 -3%
PAI
1406
Pittenger & Anderson Inc
Nebraska
$460K +$7.14K +97 +2%
FHC
1407
First Heartland Consultants
Missouri
$460K +$93.7K +1,272 +26%
WQ
1408
Wealth Quarterback
New Jersey
$460K +$227K +3,087 +98%
LJAC
1409
L.J. Altfest & Co
New York
$459K -$49.6K -673 -10%
CCA
1410
Cobblestone Capital Advisors
New York
$455K -$3.68K -50 -0.8%
SB
1411
Simmons Bank
Arkansas
$454K -$26.9K -365 -6%
TFGT
1412
TS Financial Group (TSFG)
Illinois
$454K +$182K +2,470 +67%
RCAG
1413
Rehmann Capital Advisory Group
Michigan
$452K -$45.9K -623 -9%
GPA
1414
Garrison Point Advisors
California
$450K +$7.35K +100 +2%
AIP
1415
Almanack Investment Partners
Pennsylvania
$446K +$104K +1,408 +30%
EM
1416
Excalibur Management
Massachusetts
$445K -$2.94K -40 -0.7%
VVP
1417
Venture Visionary Partners
Ohio
$443K +$443K +6,024 New
TSS
1418
Thomas Story & Son
Indiana
$442K – – –
AW
1419
ACG Wealth
Georgia
$440K +$23K +312 +6%
CA
1420
Claro Advisors
Massachusetts
$439K +$103K +1,393 +30%
MBTD
1421
Mechanics Bank - Trust Department
California
$438K -$1.47K -20 -0.3%
SPL
1422
Smart Portfolios LLC
Washington
$437K -$910 -12 -0.2%
JAWM
1423
J. Arnold Wealth Management
Ohio
$435K +$435K +5,910 New
HWM
1424
Hohimer Wealth Management
Washington
$434K -$235K -3,199 -35%
DS
1425
DRW Securities
Illinois
$434K -$80.9K -1,098 -16%
55 56
57
58 59