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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 %
FCFS
1576
First Command Financial Services
Texas
$300K +$212K +2,882 +242%
PIA
1577
Perennial Investment Advisors
California
$299K +$6.55K +89 +2%
STB
1578
S&T Bank
Pennsylvania
$299K +$34.9K +475 +13%
BWP
1579
BSW Wealth Partners
Colorado
$298K +$298K +4,050 New
BDF
1580
Balasa Dinverno & Foltz
$297K -$570K -7,750 -66%
NICM
1581
Neo Ivy Capital Management
New York
$297K +$277K +3,757 +1,371%
GPFA
1582
Game Plan Financial Advisors
Ohio
$295K -$177K -2,398 -37%
VAM
1583
Verity Asset Management
North Carolina
$294K -$6.94K -103 -2%
PI
1584
Parkside Investments
Illinois
$294K – – –
AFM
1585
Abbot Financial Management
Massachusetts
$294K – – –
TIP
1586
Torray Investment Partners
Maryland
$294K – – –
NFG
1587
NewFocus Financial Group
Washington
$292K – – –
AAM
1588
Autus Asset Management
Arizona
$292K +$292K +3,977 New
HIMC
1589
Heritage Investors Management Corp
Maryland
$291K +$291K +3,954 New
MBT
1590
Montecito Bank & Trust
California
$290K +$290K +3,940 New
EB
1591
Eastern Bank
Massachusetts
$287K -$47.6K -647 -14%
FIM
1592
Fernwood Investment Management
Massachusetts
$287K +$5.81K +79 +2%
BCM
1593
Bienville Capital Management
New York
$287K +$287K +3,903 New
DTC
1594
Davidson Trust Company
Washington
$286K +$33.5K +456 +13%
LDFR
1595
Lehman & Derafelo Financial Resources
Pennsylvania
$285K -$30.4K -413 -10%
CFS
1596
CRA Financial Services
New Jersey
$285K +$42.8K +580 +18%
BWM
1597
Baystate Wealth Management
Massachusetts
$284K +$2.73K +37 +1%
DIA
1598
Dana Investment Advisors
Wisconsin
$283K -$1.8M -24,510 -86%
OC
1599
Oakworth Capital
Alabama
$281K +$18.4K +250 +7%
JFGIW
1600
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$281K +$37K +503 +15%
62 63
64
65 66