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Starbucks
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 %
CI
1776
CX Institutional
Indiana
$344K -$181K -1,685 -34%
SAM
1777
Strategy Asset Managers
California
$344K -$103K -957 -23%
FPCP
1778
Fort Point Capital Partners
California
$344K +$344K +3,215 New
AAP
1779
Arax Advisory Partners
Colorado
$343K -$31.4K -293 -8%
WFO
1780
Wealthgate Family Office
Colorado
$343K +$343K +3,207 New
DDC
1781
DF Dent & Co
Maryland
$343K +$343K +3,208 New
BS
1782
Bessemer Securities
New York
$342K – – –
HRC
1783
Hoertkorn Richard Charles
$342K – – –
VCM
1784
Vivaldi Capital Management
Illinois
$341K +$73.8K +690 +28%
OCM
1785
Osterweis Capital Management
California
$341K +$341K +3,186 New
CHA
1786
Cooper/Haims Advisors
New York
$340K – – –
SSW
1787
Smith Shellnut Wilson
Mississippi
$340K +$9.42K +88 +3%
HHGA
1788
Halbert Hargrove Global Advisors
California
$340K +$15.5K +145 +5%
LP
1789
LGL Partners
Pennsylvania
$339K -$111K -1,034 -25%
EPWM
1790
Essex Private Wealth Management
Massachusetts
$339K – – –
MSFS
1791
Main Street Financial Solutions
Pennsylvania
$337K +$337K +3,145 New
MPW
1792
Monterey Private Wealth
California
$336K +$107 +1 +0%
RP
1793
Rowlandmiller & Partners
Georgia
$336K +$68.4K +639 +26%
ML
1794
McAdam LLC
Pennsylvania
$335K +$5.64K +54 +2%
SFG
1795
Sovereign Financial Group
Connecticut
$333K +$333K +3,112 New
RWI
1796
Red Wave Investments
Pennsylvania
$330K +$330K +3,087 New
SGK
1797
Steigerwald Gordon & Koch
Virginia
$328K +$15.5K +145 +5%
BCM
1798
BTC Capital Management
Iowa
$328K +$328K +3,073 New
CIP
1799
Convergence Investment Partners
Florida
$327K +$4.49K +42 +1%
GC
1800
Grace Capital
Massachusetts
$327K +$239K +2,235 +271%
70 71
72
73 74