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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 %
TFS
1576
Thoroughbred Financial Services
Tennessee
$537K +$10.9K +102 +2%
GC
1577
Gratus Capital
Georgia
$537K +$151K +1,407 +39%
KP
1578
Keel Point
Alabama
$536K -$1.71K -16 -0.3%
WWM
1579
WT Wealth Management
Arizona
$536K +$251K +2,343 +88%
AWM
1580
Aberdeen Wealth Management
Illinois
$534K +$34.5K +323 +7%
ECA
1581
Elevated Capital Advisors
Utah
$527K +$114K +1,066 +28%
LJAC
1582
L.J. Altfest & Co
New York
$526K -$1.71K -16 -0.3%
WIM
1583
Westside Investment Management
California
$525K -$11.8K -250 -2%
LWM
1584
Liberty Wealth Management
California
$523K -$6.9K -70 -1%
PAMG
1585
Patton Albertson Miller Group
Tennessee
$521K -$96.2K -906 -16%
PP
1586
Pacifica Partners
Canada
$521K -$9.72K -95 -2%
ZB
1587
Zions Bancorporation
Utah
$521K +$113K +1,054 +28%
VBCG
1588
Valley Brook Capital Group
Pennsylvania
$519K +$519K +4,860 New
RSC
1589
Red Spruce Capital
Pennsylvania
$518K +$61.4K +574 +13%
BA
1590
Ballast Advisors
Minnesota
$517K +$22K +206 +4%
BL
1591
BFSG LLC
California
$516K +$5.35K +50 +1%
JLBC
1592
J.L. Bainbridge & Co
Florida
$516K +$30.1K +281 +6%
WG
1593
Welch Group
Alabama
$515K +$2.68K +25 +0.5%
BBA
1594
BLB&B Advisors
Pennsylvania
$515K +$138K +1,290 +37%
PP
1595
Patron Partners
Texas
$512K +$512K +4,782 New
BWP
1596
BSW Wealth Partners
Colorado
$510K +$76.3K +714 +18%
IWA
1597
Intercontinental Wealth Advisors
Texas
$510K +$510K +4,764 New
JWM
1598
Jeppson Wealth Management
California
$506K -$26.2K -245 -5%
ZAM
1599
Zevin Asset Management
Massachusetts
$502K – – –
WA
1600
Waverly Advisors
Alabama
$502K +$13.1K +124 +3%
62 63
64
65 66