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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 %
ST
1426
Smithfield Trust
Pennsylvania
$748K +$17.1K +160 +2%
GSWM
1427
Golden State Wealth Management
California
$746K +$113K +1,054 +18%
TA
1428
TFG Advisers
Michigan
$739K +$8.44K +79 +1%
PP
1429
Patten & Patten
Tennessee
$737K -$6.74K -63 -0.9%
AIA
1430
Allied Investment Advisors
Montana
$737K – – –
PAI
1431
Pittenger & Anderson Inc
Nebraska
$737K – – –
WAP
1432
Wealthcare Advisory Partners
Pennsylvania
$734K -$15.3K -143 -2%
HL
1433
HeadInvest LLC
Maine
$727K +$10.7K +100 +1%
JFL
1434
Jarislowsky, Fraser Ltd
Quebec, Canada
$722K – – –
RIA
1435
Regal Investment Advisors
Michigan
$722K +$722K +6,751 New
SLWA
1436
San Luis Wealth Advisors
California
$722K +$722K +6,752 New
PIM
1437
Perpetual Investment Management
Australia
$721K +$721K +6,801 New
GIA
1438
GHP Investment Advisors
Colorado
$719K -$100K -935 -12%
SB
1439
Simmons Bank
Arkansas
$719K +$67.1K +627 +10%
FMLI
1440
Fukoku Mutual Life Insurance
Japan
$717K – – –
IWA
1441
Inspirion Wealth Advisors
Illinois
$717K – – –
BCM
1442
BTR Capital Management
California
$716K +$7.49K +70 +1%
SIA
1443
Soltis Investment Advisors
Utah
$714K -$790K -7,387 -53%
BWM
1444
BerganKDV Wealth Management
Minnesota
$714K +$28.3K +264 +4%
CCA
1445
Cobblestone Capital Advisors
New York
$714K +$52.6K +492 +8%
FHC
1446
First Heartland Consultants
Missouri
$712K +$61.3K +573 +9%
LWA
1447
Lineweaver Wealth Advisors
Ohio
$710K +$52.4K +490 +8%
LC
1448
Lindbrook Capital
California
$709K +$9.2K +86 +1%
TWA
1449
TCI Wealth Advisors
Arizona
$708K -$22.1K -207 -3%
WP
1450
WealthPLAN Partners
Nebraska
$707K -$127K -1,225 -15%
56 57
58
59 60