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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 %
MHR
1751
Matthew Hamilton Rosenberg
$193K +$14.8K +201 +8%
KPW
1752
Kore Private Wealth
New York
$189K -$177K -2,412 -48%
CWM
1753
Cedar Wealth Management
California
$188K – – –
CMA
1754
Cedar Mountain Advisors
Oregon
$188K +$5.66K +77 +3%
BSG
1755
Black Swift Group
Colorado
$184K +$184K +2,500 New
IRC
1756
Investors Research Corp
Georgia
$178K – – –
AWM
1757
AllSquare Wealth Management
New York
$177K – – –
EIP
1758
Ellis Investment Partners
Pennsylvania
$176K +$221 +3 +0.1%
CAL
1759
Capital Analysts LLC
Pennsylvania
$176K +$51K +694 +41%
WLPWM
1760
Walled Lake Planning & Wealth Management
Illinois
$173K +$74 +1 +0%
FRA
1761
Front Row Advisors
California
$170K -$17.5K -238 -9%
TF
1762
TimeScale Financial
Massachusetts
$169K -$6.2K -84 -4%
LWS
1763
Lucia Wealth Services
California
$169K +$50.9K +693 +43%
EWA
1764
Evolution Wealth Advisors
Florida
$168K +$168K +2,288 New
RTC
1765
Riverview Trust Company
Washington
$164K – – –
EI
1766
Ellevest Inc
New York
$162K +$77.5K +1,056 +92%
CAGAS
1767
Capital Advisory Group Advisory Services
Minnesota
$161K +$138K +1,876 +597%
CFG
1768
CKW Financial Group
Hawaii
$154K – – –
CI
1769
CX Institutional
Indiana
$154K +$25.7K +349 +20%
MAM
1770
Marquette Asset Management
Minnesota
$149K – – –
BFIM
1771
Beese Fulmer Investment Management
Ohio
$149K +$149K +2,018 New
MLFP
1772
MPS Loria Financial Planners
Illinois
$149K +$149K +2,022 New
CQS
1773
Credential Qtrade Securities
$146K +$128K +1,745 +746%
SSWG
1774
Seven Springs Wealth Group
Tennessee
$145K – – –
WEC
1775
Winslow Evans & Crocker
Massachusetts
$144K +$41.9K +570 +41%
69 70
71
72 73