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Starbucks
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 %
MGIA
1501
Moneta Group Investment Advisors
Missouri
$645K +$1.28K +12 +0.2%
BFA
1502
Beacon Financial Advisory
Ohio
$645K +$64.4K +602 +11%
PWMG
1503
Prestige Wealth Management Group
New Jersey
$643K +$70.1K +656 +12%
TSS
1504
Thomas Story & Son
Indiana
$642K – – –
IF
1505
Intrua Financial
Texas
$642K +$59.5K +556 +10%
BHWM
1506
Bar Harbor Wealth Management
New Hampshire
$640K -$51.2K -478 -7%
DTC
1507
Davidson Trust Company
Washington
$638K +$221K +2,070 +53%
AW
1508
ACG Wealth
Georgia
$635K -$4.71K -44 -0.7%
QI
1509
Qtron Investments
Massachusetts
$635K +$145K +1,357 +30%
FWP
1510
FAS Wealth Partners
Kansas
$631K +$214 +2 +0%
WA
1511
WP Advisors
California
$630K +$2.89K +27 +0.5%
BC
1512
Belmont Capital
California
$629K – – –
CNBTD
1513
Citizens National Bank Trust Department
Mississippi
$628K -$655K -6,115 -51%
EM
1514
Excalibur Management
Massachusetts
$627K – – –
TSWM
1515
Triangle Securities Wealth Management
North Carolina
$627K – – –
SBSB
1516
Sullivan, Bruyette, Speros & Blaney
Virginia
$627K +$101K +949 +19%
IA
1517
IFG Advisors
Missouri
$626K +$3.53K +33 +0.6%
TIA
1518
Tiemann Investment Advisors
California
$625K -$25.1K -235 -4%
MFW
1519
Meristem Family Wealth
Minnesota
$623K +$61K +570 +11%
CFG
1520
Cooper Financial Group
California
$623K +$232K +2,167 +59%
CQS
1521
Credential Qtrade Securities
$615K +$41.9K +392 +7%
Financial Engines Advisors
1522
Financial Engines Advisors
California
$611K -$51.1K -477 -8%
AF
1523
Allworth Financial
California
$609K -$4.81K -45 -0.8%
AC
1524
Avestar Capital
New York
$608K -$99.2K -928 -14%
GIM
1525
Groesbeck Investment Management
New Jersey
$606K +$4.06K +38 +0.7%
59 60
61
62 63