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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 %
TFS
1651
TrustCore Financial Services
Tennessee
$251K +$28.4K +385 +13%
CCM
1652
Carlson Capital Management
Minnesota
$251K +$41.1K +554 +20%
RTS
1653
Round Table Services
New Jersey
$251K +$251K +3,413 New
FNBOH
1654
First National Bank of Hutchinson
Kansas
$250K -$24.1K -328 -9%
WPP
1655
Whalerock Point Partners
Rhode Island
$250K -$1.1K -15 -0.4%
ER
1656
Enlightenment Research
Florida
$250K +$250K +3,400 New
EAM
1657
Evanson Asset Management
California
$249K – – –
WB
1658
Webster Bank
Connecticut
$248K +$26.4K +359 +12%
MG
1659
Mather Group
Illinois
$248K +$248K +3,370 New
ZF
1660
Zhang Financial
Michigan
$246K – – –
TAM
1661
Trust Asset Management
Texas
$245K +$245K +3,323 New
PWPS
1662
Pinnacle Wealth Planning Services
Ohio
$244K -$31.4K -427 -11%
RWA
1663
River Wealth Advisors
Pennsylvania
$244K +$12.1K +165 +5%
MFG
1664
Merit Financial Group
Georgia
$244K +$244K +3,319 New
DOA
1665
D'Orazio & Associates
Virginia
$243K – – –
BS
1666
Bessemer Securities
New York
$243K – – –
KP
1667
Keel Point
Alabama
$243K +$1.4K +19 +0.6%
AHB
1668
Abner Herrman & Brock
New Jersey
$243K +$243K +3,306 New
GIM
1669
Grassi Investment Management
California
$242K +$242K +3,287 New
TW
1670
TrinityPoint Wealth
Connecticut
$241K -$517K -7,036 -68%
HCMNY
1671
Howard Capital Management (New York)
New York
$241K -$7.36K -100 -3%
SSW
1672
Smith Shellnut Wilson
Mississippi
$241K – – –
NFG
1673
Nations Financial Group
Iowa
$240K -$56.5K -768 -19%
EP
1674
EPIQ Partners
Minnesota
$240K – – –
CCP
1675
Cardan Capital Partners
Colorado
$240K +$240K +3,257 New
65 66
67
68 69