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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 %
WPC
1601
Waters Parkerson & Co
Louisiana
$502K +$31.3K +293 +7%
YMRC
1602
Yorktown Management & Research Company
Virginia
$501K -$41.2K -385 -8%
CPO
1603
Cerity Partners OCIO
New York
$501K +$30.9K +289 +7%
GM
1604
GeoWealth Management
Illinois
$499K +$499K +4,677 New
REMPR
1605
Roof Eidam Maycock Peralta (REMP)
California
$497K – – –
JSL
1606
JT Stratford LLC
Georgia
$497K +$21.4K +200 +4%
NHC
1607
Nicholas Hoffman & Company
Georgia
$496K -$47.5K -444 -9%
CM
1608
Castleark Management
Illinois
$494K -$32.1K -300 -6%
LSA
1609
L & S Advisors
California
$493K -$4.28M -40,003 -90%
TWM
1610
TMD Wealth Management
Arizona
$493K +$493K +4,605 New
F
1611
F3Logic
Minnesota
$492K -$328K -3,099 -40%
JHCP
1612
Jackson Hole Capital Partners
Oklahoma
$491K – – –
VDI
1613
Vaughan David Investments
Illinois
$491K +$8.13K +76 +2%
SFSIG
1614
San Francisco Sentry Investment Group
California
$490K +$107 +1 +0%
PFGIA
1615
Patriot Financial Group Insurance Agency
Massachusetts
$489K +$141K +1,320 +41%
COF
1616
Capital One Financial
Virginia
$486K -$439K -4,110 -47%
CAM
1617
Covenant Asset Management
New Jersey
$485K +$32.1K +300 +7%
XSC
1618
X-Square Capital
Puerto Rico
$483K +$90.3K +843 +23%
APA
1619
Allegiant Private Advisors
Florida
$483K +$483K +4,518 New
WA
1620
Wambolt & Associates
Colorado
$482K – – –
BWP
1621
Bernardo Wealth Planning
Pennsylvania
$479K +$28.4K +266 +6%
HCM
1622
Hengehold Capital Management
Ohio
$477K – – –
LWANC
1623
Laurel Wealth Advisors (North Carolina)
North Carolina
$475K -$64.1K -600 -12%
MC
1624
Matisse Capital
Oregon
$475K – – –
BCP
1625
Blue Chip Partners
Michigan
$472K +$28.2K +264 +6%
63 64
65
66 67