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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 %
HIIFS
1501
Harel Insurance Investments & Financial Services
Israel
$356K +$344K +4,674 +2,977%
EW
1502
Evoke Wealth
California
$355K -$94K -1,276 -21%
XF
1503
XML Financial
Maryland
$354K +$12.4K +169 +4%
FNT
1504
First National Trust
Pennsylvania
$354K +$84.8K +1,150 +31%
WG
1505
Welch Group
Alabama
$352K +$16.4K +223 +5%
PB
1506
Pinnacle Bancorp
Nebraska
$350K – – –
SIC
1507
Salem Investment Counselors
North Carolina
$347K +$1.62K +22 +0.5%
REMPR
1508
Roof Eidam Maycock Peralta (REMP)
California
$347K +$5.29K +72 +2%
BWP
1509
Bernardo Wealth Planning
Pennsylvania
$346K -$8.08K -110 -2%
ZAM
1510
Zevin Asset Management
Massachusetts
$346K – – –
BFA
1511
Beaumont Financial Advisors
Massachusetts
$345K -$46.6K -633 -12%
NNP
1512
Nachman Norwood & Parrott
South Carolina
$344K +$28.2K +384 +9%
MFW
1513
Meristem Family Wealth
Minnesota
$342K -$36.8K -500 -10%
APW
1514
Acima Private Wealth
Virginia
$341K – – –
NJBEST
1515
New Jersey Better Educational Savings Trust
New Jersey
$339K – – –
HPC
1516
HM Payson & Co
Maine
$338K -$515 -7 -0.2%
JHCP
1517
Jackson Hole Capital Partners
Oklahoma
$338K – – –
SFSIG
1518
San Francisco Sentry Investment Group
California
$337K +$53.3K +724 +19%
IWS
1519
Insight Wealth Strategies
California
$336K +$336K +4,563 New
MGIM
1520
M&G Investment Management
United Kingdom
$335K +$15.5K +210 +5%
ECA
1521
Elevated Capital Advisors
Utah
$334K +$334K +3,775 New
VFM
1522
Vivid Financial Management
California
$333K +$10.9K +148 +3%
KC
1523
Knuff & Co
California
$332K -$353K -4,790 -52%
WA
1524
Wambolt & Associates
Colorado
$332K -$7.37K -100 -2%
JLBC
1525
J.L. Bainbridge & Co
Florida
$332K -$4.93K -67 -1%
59 60
61
62 63