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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 %
NBG
1451
Nancy B. Gardiner
$405K – – –
DLG
1452
Daniel L. Goodwin
$405K – – –
CAW
1453
Cornerstone Advisors (Washington)
Washington
$405K +$38.6K +525 +11%
RM
1454
Resource Management
Louisiana
$405K +$405K +5,513 New
GI
1455
Glovista Investments
New Jersey
$404K -$453K -6,150 -53%
HH
1456
Hilltop Holdings
Texas
$404K +$50.6K +688 +14%
LWA
1457
Lineweaver Wealth Advisors
Ohio
$403K +$10.3K +140 +3%
TI
1458
Tidal Investments
Wisconsin
$403K +$27.8K +378 +7%
NCM
1459
Northside Capital Management
Oregon
$403K +$147K +2,000 +57%
CWM
1460
Cornerstone Wealth Management
Missouri
$400K -$122K -1,663 -23%
GWS
1461
Glassman Wealth Services
Virginia
$399K -$3.9K -53 -1%
MAM
1462
Martingale Asset Management
Massachusetts
$396K -$40.3M -546,984 -99%
FCA
1463
FinTrust Capital Advisors
South Carolina
$396K -$6.04K -82 -2%
ATPW
1464
Ashton Thomas Private Wealth
Arizona
$395K -$244K -3,312 -38%
AWA
1465
Arkadios Wealth Advisors
Georgia
$391K +$76.7K +1,055 +24%
PP
1466
Pacifica Partners
Canada
$391K -$183K -2,490 -32%
ATC
1467
Adirondack Trust Company
New York
$389K +$6.5K +85 +2%
BOPW
1468
Brandywine Oak Private Wealth
Pennsylvania
$389K +$55.1K +750 +17%
W
1469
WealthStone
Ohio
$387K +$387K +5,262 New
AIA
1470
AIMZ Investment Advisors
California
$385K – – –
HGWM
1471
Horst & Graben Wealth Management
Oregon
$383K -$51.1K -693 -12%
RIG
1472
Roosevelt Investment Group
New York
$383K +$383K +5,204 New
SFG
1473
Summit Financial Group
West Virginia
$381K +$37.5K +510 +11%
DA
1474
Doliver Advisors
Texas
$380K +$49.2K +669 +15%
MCM
1475
Murphy Capital Management
New Jersey
$378K +$34.5K +469 +10%
57 58
59
60 61