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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 %
GC
1626
Gratus Capital
Georgia
$263K -$10.7K -145 -4%
JMFC
1627
J.M. Forbes & Co
Massachusetts
$263K – – –
UAS
1628
United Asset Strategies
New York
$263K +$1.11K +15 +0.4%
QCM
1629
Quest Capital Management
Texas
$263K +$29.2K +396 +12%
TWM
1630
Tolleson Wealth Management
Texas
$262K – – –
AFA
1631
American Financial Advisors
Georgia
$262K +$34.6K +458 +15%
SC
1632
SouthState Corp
Florida
$262K +$71.8K +976 +38%
WSC
1633
Wellington Shields & Co
New York
$262K +$262K +3,564 New
FIM
1634
Freedom Investment Management
Connecticut
$261K -$326K -4,435 -56%
CAMG
1635
CWA Asset Management Group
Florida
$261K -$59.7K -810 -19%
ST
1636
Spinnaker Trust
Maine
$261K -$8.09K -110 -3%
FA
1637
FCG Advisors
New Jersey
$259K +$4.94K +67 +2%
BCM
1638
Buckhead Capital Management
Georgia
$259K +$259K +3,525 New
PNC
1639
Park National Corp
Ohio
$258K -$8.32K -113 -3%
ISL
1640
Ingalls & Snyder LLC
New York
$258K -$2.21K -30 -0.8%
SQA
1641
Simon Quick Advisors
New Jersey
$258K +$18K +245 +8%
AW
1642
Alpha Windward
Massachusetts
$256K +$63K +855 +33%
POIA
1643
Pin Oak Investment Advisors
Texas
$256K +$65.1K +885 +34%
TAM
1644
Tradition Asset Management
Virginia
$255K -$97.1K -1,324 -28%
WCWM
1645
Willow Creek Wealth Management
California
$254K -$10.3K -140 -4%
WOC
1646
West Oak Capital
California
$254K -$3.68K -50 -1%
HIS
1647
Harvest Investment Services
Illinois
$254K +$254K +3,454 New
CG
1648
Cutler Group
California
$252K -$1.6M -21,847 -86%
CIC
1649
Cutler Investment Counsel
Oregon
$252K – – –
FNBOSM
1650
First National Bank of South Miami
Florida
$251K -$9.21K -125 -4%
64 65
66
67 68