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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 %
IFO
1676
Independent Family Office
New York
$240K +$240K +3,260 New
NAM
1677
NTV Asset Management
West Virginia
$239K +$239K +3,241 New
PFO
1678
Pathstone Family Office
New Jersey
$238K -$62.7K -850 -21%
MW
1679
Marcum Wealth
Ohio
$234K -$11K -149 -4%
PFGIA
1680
Patriot Financial Group Insurance Agency
Massachusetts
$234K +$3.97K +54 +2%
RSC
1681
Red Spruce Capital
Pennsylvania
$234K +$234K +3,184 New
WP
1682
WealthSource Partners
California
$233K -$47.2K -641 -17%
GCP
1683
Gill Capital Partners
Colorado
$233K -$11.3K -154 -5%
MGWM
1684
Marks Group Wealth Management
Minnesota
$233K +$233K +3,165 New
FHA
1685
First Horizon Advisors
Tennessee
$232K -$34.1K -466 -13%
HIM
1686
Hotaling Investment Management
Pennsylvania
$232K -$22.7K -308 -9%
SWM
1687
Sugarloaf Wealth Management
Georgia
$232K +$441 +6 +0.2%
CHA
1688
Cooper/Haims Advisors
New York
$232K +$232K +3,151 New
SF
1689
Symphony Financial
Texas
$231K +$231K +3,137 New
FCBT
1690
First Citizens Bank & Trust
North Carolina
$228K -$122K -1,652 -35%
SAM
1691
Shone Asset Management
California
$228K – – –
CIP
1692
Convergence Investment Partners
Florida
$227K +$227K +3,084 New
EPWM
1693
Essex Private Wealth Management
Massachusetts
$226K +$226K +3,073 New
CA
1694
Callahan Advisors
Texas
$226K +$226K +3,075 New
BL
1695
BFSG LLC
California
$226K +$226K +3,075 New
AAP
1696
Arax Advisory Partners
Colorado
$225K +$220 +3 +0.1%
FIM
1697
Frontier Investment Management
Texas
$225K +$225K +3,051 New
ZIC
1698
ZWJ Investment Counsel
Georgia
$223K -$166K -2,258 -43%
EWM
1699
Evermay Wealth Management
Virginia
$223K -$4.41K -60 -2%
PIM
1700
Penobscot Investment Management
Massachusetts
$223K +$223K +3,030 New
66 67
68
69 70