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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 %
DA
1551
Doliver Advisors
Texas
$570K +$13.4K +125 +2%
TC
1552
Tacita Capital
Ontario, Canada
$570K +$570K +5,325 New
LFGH
1553
Lee Financial Group Hawaii
Hawaii
$569K -$3.95M -36,927 -87%
RG
1554
Rikoon Group
New Mexico
$569K +$126K +1,175 +28%
TWM
1555
Tradition Wealth Management
Minnesota
$569K +$569K +5,318 New
NAS
1556
Nicolet Advisory Services
Wisconsin
$565K +$565K +5,279 New
FDS
1557
Freedom Day Solutions
Texas
$561K -$410K -3,837 -42%
AIA
1558
AIMZ Investment Advisors
California
$560K – – –
C
1559
Certuity
Florida
$558K +$15.5K +145 +3%
MW
1560
Marcum Wealth
Ohio
$556K +$212K +1,982 +62%
CG
1561
Cutler Group
California
$555K -$438K -4,091 -44%
SPWG
1562
Sage Private Wealth Group
Illinois
$555K +$555K +5,185 New
SFG
1563
Summit Financial Group
West Virginia
$554K – – –
SMH
1564
Sanders Morris Harris
Texas
$553K -$29.3K -284 -5%
DWM
1565
Dorchester Wealth Management
Quebec, Canada
$552K +$4.28K +40 +0.8%
FP
1566
Foundry Partners
Minnesota
$551K +$214 +2 +0%
NNP
1567
Nachman Norwood & Parrott
South Carolina
$551K +$32.9K +307 +6%
CG
1568
Clarus Group
Texas
$551K +$551K +5,231 New
CSPIA
1569
Cary Street Partners Investment Advisory
Virginia
$550K -$102K -950 -16%
SWA
1570
Sutton Wealth Advisors
Florida
$549K +$10.2K +95 +2%
SC
1571
SouthState Corp
Florida
$547K +$4.6K +43 +0.8%
GL
1572
Graypoint LLC
New York
$545K +$10.3K +96 +2%
XF
1573
XML Financial
Maryland
$544K +$9.41K +88 +2%
HGWM
1574
Horst & Graben Wealth Management
Oregon
$542K +$321 +3 +0.1%
FIM
1575
Freedom Investment Management
Connecticut
$541K +$149K +1,396 +38%
61 62
63
64 65