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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 %
AGM
1526
Alpine Global Management
New York
$331K -$286K -3,891 -46%
VNA
1527
Valley National Advisers
Pennsylvania
$330K -$79.2K -1,075 -19%
HCM
1528
Hengehold Capital Management
Ohio
$330K -$1.33K -18 -0.4%
BCM
1529
Brookmont Capital Management
Texas
$328K -$257K -3,489 -44%
SIC
1530
Samalin Investment Counsel
New York
$328K -$26.3K -358 -7%
C
1531
Certuity
Florida
$327K -$16.9K -230 -5%
MC
1532
Matisse Capital
Oregon
$327K – – –
WPC
1533
Waters Parkerson & Co
Louisiana
$324K – – –
GLLW
1534
Graves Light Lenhart Wealth
Virginia
$324K +$12.7K +172 +4%
BCM
1535
Brookstone Capital Management
Illinois
$323K -$17.3K -235 -5%
PG
1536
Patten Group
Tennessee
$323K – – –
SCM
1537
Stordahl Capital Management
Colorado
$323K +$7.37K +100 +2%
FBT
1538
First Bank & Trust
South Dakota
$322K -$956 -13 -0.3%
LA
1539
Legacy Advisors
Pennsylvania
$321K – – –
BG
1540
Bellevue Group
Switzerland
$319K – – –
NSAM
1541
North Star Asset Management
Wisconsin
$318K -$1.11K -15 -0.3%
ARTA
1542
A.R.T. Advisors
New York
$317K +$317K +4,308 New
WIM
1543
Westside Investment Management
California
$317K -$127K -4,334 -29%
CG
1544
Carmignac Gestion
France
$316K +$316K +4,300 New
SL
1545
Stevard LLC
Illinois
$314K +$314K +4,262 New
YMRC
1546
Yorktown Management & Research Company
Virginia
$313K +$313K +4,250 New
CBFP
1547
Cedar Brook Financial Partners
Ohio
$312K +$18.2K +248 +6%
BA
1548
Ballast Advisors
Minnesota
$312K +$57K +775 +22%
CAM
1549
Covenant Asset Management
New Jersey
$312K +$64.3K +872 +26%
HW
1550
Hamilton Wealth
California
$311K – – –
60 61
62
63 64