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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 %
LCOV
1701
London Company of Virginia
Virginia
$396K – – –
SCI
1702
S&CO Inc
Massachusetts
$396K – – –
MMPW
1703
Mitchell McLeod Pugh & Williams
Alabama
$396K – – –
IIM
1704
Ipswich Investment Management
Massachusetts
$395K -$432K -4,032 -52%
RC
1705
Roundview Capital
New Jersey
$395K +$141K +1,319 +56%
WP
1706
WealthSource Partners
California
$394K +$69.1K +647 +21%
SCM
1707
Schnieders Capital Management
California
$393K – – –
LA
1708
LexAurum Advisors
Kansas
$392K -$50.6K -473 -11%
CAM
1709
Cozad Asset Management
Illinois
$392K +$392K +3,660 New
SWA
1710
SOA Wealth Advisors
New York
$392K +$392K +3,709 New
FCBT
1711
First Citizens Bank & Trust
North Carolina
$391K +$86.5K +809 +28%
WW
1712
Waterfront Wealth
Kansas
$391K +$391K +3,652 New
WA
1713
Winfield Associates
Ohio
$390K – – –
PP
1714
PDS Planning
Ohio
$389K +$105K +985 +37%
ESCM
1715
Echo Street Capital Management
New York
$389K +$389K +3,640 New
SAM
1716
SignalPoint Asset Management
Missouri
$388K -$2.46K -23 -0.6%
EAM
1717
Evanson Asset Management
California
$388K +$26.1K +244 +7%
NFG
1718
Nations Financial Group
Iowa
$387K -$96.6K -902 -20%
BBI
1719
Baxter Bros Inc
Connecticut
$387K +$214 +2 +0.1%
CL
1720
CIM LLC
New York
$385K – – –
RWA
1721
River Wealth Advisors
Pennsylvania
$385K +$17.2K +161 +5%
SAF
1722
Smith Anglin Financial
Texas
$385K +$385K +3,600 New
BDF
1723
Balasa Dinverno & Foltz
$384K -$12.7K -119 -3%
FIM
1724
Fernwood Investment Management
Massachusetts
$383K -$50.4K -472 -12%
CBFP
1725
Cedar Brook Financial Partners
Ohio
$383K -$25K -233 -6%
67 68
69
70 71