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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 %
VCM
1776
Vigilant Capital Management
Maine
$144K +$144K +1,950 New
VCM
1777
Versant Capital Management
Arizona
$131K -$515 -7 -0.4%
WA
1778
Wealth Advisors
California
$122K +$122K +1,623 New
HWA
1779
HHM Wealth Advisors
Tennessee
$119K -$32.3K -438 -21%
CFD
1780
Creative Financial Designs
Indiana
$118K +$16K +217 +16%
MSFP
1781
Mark Sheptoff Financial Planning
Connecticut
$111K +$110K +1,500 +15,000%
PFBT
1782
Parkside Financial Bank & Trust
Missouri
$108K +$6.55K +89 +6%
WC
1783
Wexford Capital
Florida
$103K -$1.07M -14,507 -91%
PGAM
1784
Princeton Global Asset Management
New Jersey
$101K – – –
CWM
1785
Campbell Wealth Management
Virginia
$100K +$100K +1,364 New
SCM
1786
Silvant Capital Management
Georgia
$99K – – –
RCA
1787
Ranch Capital Advisors
Florida
$98K -$23.1K -300 -19%
CHC
1788
City Holding Co
West Virginia
$97K – – –
RCA
1789
Reitz Capital Advisors
Michigan
$97K +$97K +1,321 New
TL
1790
TrueWealth LLC
Georgia
$94K -$25.4K -345 -21%
TWP
1791
TFO Wealth Partners
Ohio
$92K – – –
SIS
1792
Sound Income Strategies
Florida
$92K +$44.5K +603 +94%
FMP
1793
Financial Management Professionals
Texas
$91K +$61.7K +839 +211%
ACM
1794
AUA Capital Management
Pennsylvania
$90K -$75.2K -1,025 -46%
WFMPM
1795
Woodley Farra Manion Portfolio Management
Indiana
$87K – – –
KPCM
1796
Kings Point Capital Management
New York
$84K -$7.39K -100 -8%
WCG
1797
Weaver Consulting Group
California
$80K +$17.8K +242 +29%
RG
1798
Retirement Group
California
$80K +$80K +1,092 New
BWA
1799
Burt Wealth Advisors
Maryland
$78K – – –
GTAM
1800
Global Trust Asset Management
Florida
$77K -$1.48K -20 -2%
70 71
72
73 74