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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 %
RM
1526
Resource Management
Louisiana
$605K +$10.5K +98 +2%
GWS
1527
Glassman Wealth Services
Virginia
$603K +$4.7K +44 +0.8%
ACM
1528
Alta Capital Management
Utah
$602K -$602K -5,635 -50%
SDAM
1529
Shulman DeMeo Asset Management
New York
$599K +$52.3K +489 +10%
HWM
1530
Hohimer Wealth Management
Washington
$593K -$180K -1,680 -23%
SFA
1531
Source Financial Advisors
New York
$591K +$591K +5,529 New
HPC
1532
HM Payson & Co
Maine
$590K +$38.2K +357 +7%
DWM
1533
Darwin Wealth Management
Florida
$589K +$186K +1,740 +46%
DLG
1534
Daniel L. Goodwin
$588K – – –
BFM
1535
Boston Financial Management
Massachusetts
$587K -$97.2K -908 -14%
GI
1536
Glovista Investments
New Jersey
$587K – – –
IA
1537
IFG Advisory
Georgia
$585K -$11K -103 -2%
LWIC
1538
Leith Wheeler Investment Counsel
British Columbia, Canada
$585K +$12.5K +92 +2%
NSAM
1539
North Star Asset Management
Wisconsin
$584K +$123K +1,150 +27%
SIC
1540
Salem Investment Counselors
North Carolina
$583K +$78.7K +736 +16%
BFO
1541
Boston Family Office
Massachusetts
$582K +$26K +243 +5%
GVAG
1542
Great Valley Advisor Group
Delaware
$580K +$16.6K +155 +3%
IWS
1543
Insight Wealth Strategies
California
$580K +$18K +168 +3%
DJSG
1544
D.J. St. Germain
Massachusetts
$576K -$25.4K -237 -4%
VAM
1545
Verity Asset Management
North Carolina
$576K +$87.9K +821 +18%
AWM
1546
Aries Wealth Management
Maine
$575K -$31.7K -300 -5%
DI
1547
Diligent Investors
California
$573K -$79.3K -741 -12%
CWM
1548
Cornerstone Wealth Management
Missouri
$572K -$4.71K -44 -0.8%
CWP
1549
Capital Wealth Planning
Florida
$572K +$2.08K +20 +0.4%
SFG
1550
SNS Financial Group
Minnesota
$571K +$31.5K +294 +6%
60 61
62
63 64