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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 %
Financial Engines Advisors
1726
Financial Engines Advisors
California
$213K +$213K +2,888 New
CFG
1727
Cooper Financial Group
California
$213K +$213K +2,889 New
FI
1728
FormulaFolio Investments
Michigan
$213K +$213K +2,892 New
MWP
1729
Meridian Wealth Partners
Pennsylvania
$212K +$516 +7 +0.2%
BFC
1730
Bedel Financial Consulting
Indiana
$212K +$15.7K +213 +8%
MFW
1731
Mosaic Family Wealth
Missouri
$212K +$212K +2,875 New
OWM
1732
Opes Wealth Management
California
$211K +$211K +2,866 New
KCM
1733
Kanawha Capital Management
Virginia
$211K +$211K +2,874 New
AL
1734
Aspiriant LLC
California
$210K -$29.1K -394 -12%
SGK
1735
Steigerwald Gordon & Koch
Virginia
$210K +$210K +2,849 New
DWA
1736
Dougherty Wealth Advisers
Minnesota
$208K – – –
ESBC
1737
E.S. Barr & Co
Kentucky
$208K +$208K +2,828 New
CCMG
1738
Clark Capital Management Group
Pennsylvania
$207K -$214K -2,910 -51%
HCP
1739
Holt Capital Partners
Texas
$206K +$206K +2,800 New
CWA
1740
Clarus Wealth Advisors
Arizona
$205K +$205K +2,757 New
GCA
1741
Gradient Capital Advisors
California
$205K +$205K +2,792 New
JFA
1742
Johanson Financial Advisors
California
$203K +$203K +2,762 New
BCA
1743
Bay Colony Advisors
Massachusetts
$202K -$161K -2,179 -44%
SA
1744
Silversage Advisors
California
$202K +$202K +2,152 New
SW
1745
StrongBox Wealth
Missouri
$201K +$201K +2,725 New
EBT
1746
Enterprise Bank & Trust
Massachusetts
$201K +$201K +2,735 New
HCA
1747
Harbour Capital Advisors
Virginia
$200K +$200K +2,723 New
TFF
1748
The Family Firm
Maryland
$200K +$200K +2,724 New
HFM
1749
Harvest Fund Management
China
$199K -$56.1K -760 -22%
JFA
1750
JNBA Financial Advisors
Minnesota
$194K -$5.89K -80 -3%
68 69
70
71 72