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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 %
ACA
1701
Affinity Capital Advisors
California
$222K +$12.4K +169 +6%
BL
1702
Balentine LLC
Georgia
$222K +$90.3K +1,229 +69%
BCM
1703
Bluefin Capital Management
New York
$222K +$222K +3,010 New
IF
1704
IRON Financial
Illinois
$221K -$58.7K -796 -21%
FPA
1705
First Pacific Advisors
California
$221K +$221K +3,000 New
GA
1706
GFS Advisors
Texas
$221K +$221K +3,000 New
WMC
1707
Westwood Management Corporation
Illinois
$221K +$221K +3,000 New
LIM
1708
Leavell Investment Management
Alabama
$220K -$11K -150 -5%
AP
1709
Appleton Partners
Massachusetts
$220K -$10.4K -141 -4%
PWA
1710
Physician Wealth Advisors
Utah
$219K +$10.4K +135 +5%
SRC
1711
Sage Rhino Capital
California
$219K +$219K +2,979 New
LWM
1712
Liberty Wealth Management
California
$218K -$8.23K -112 -4%
MWPCG
1713
Measured Wealth Private Client Group
New Hampshire
$218K +$218K +2,966 New
BAAM
1714
Baker Avenue Asset Management
California
$217K -$46.6K -634 -18%
JIP
1715
Jaffetilchin Investment Partners
Florida
$217K -$11K -150 -5%
RCG
1716
Rock Creek Group
District of Columbia
$217K +$217K +2,951 New
RP
1717
Rowlandmiller & Partners
Georgia
$216K +$32.3K +439 +18%
HI
1718
Hoey Investments
Pennsylvania
$216K -$43.3K -589 -17%
VCM
1719
Vivaldi Capital Management
Illinois
$216K +$216K +2,728 New
MPW
1720
Monterey Private Wealth
California
$216K +$216K +2,939 New
DWM
1721
Destination Wealth Management
California
$215K -$12K -163 -5%
WAOI
1722
Wealth Advisors of Iowa
Iowa
$215K +$4.42K +60 +2%
SFP
1723
Strategic Financial Partners
Oregon
$215K +$215K +2,926 New
HHGA
1724
Halbert Hargrove Global Advisors
California
$214K +$214K +2,913 New
VWM
1725
Vigilare Wealth Management
Arizona
$213K -$113K -1,530 -35%
67 68
69
70 71