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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 %
WOC
1801
West Oak Capital
California
$326K – – –
SFO
1802
Standard Family Office
South Dakota
$326K +$326K +3,047 New
WB
1803
Webster Bank
Connecticut
$325K -$10.3K -96 -3%
EWM
1804
Evermay Wealth Management
Virginia
$325K – – –
SEP
1805
Southland Equity Partners
Missouri
$324K +$324K +3,030 New
PIM
1806
Penobscot Investment Management
Massachusetts
$324K – – –
WAOI
1807
Wealth Advisors of Iowa
Iowa
$324K +$107 +1 +0%
FCM
1808
Fortis Capital Management
Washington
$324K +$62.3K +581 +24%
FNBOO
1809
First National Bank of Omaha
Nebraska
$323K +$107 +1 +0%
VAG
1810
VisionPoint Advisory Group
Texas
$323K +$33.1K +310 +11%
MFW
1811
Mosaic Family Wealth
Missouri
$323K +$35.9K +335 +12%
SAM
1812
Synergy Asset Management
Washington
$323K +$323K +3,017 New
NAG
1813
Northstar Advisory Group
New Jersey
$322K +$322K +3,007 New
UM
1814
Ulysses Management
New York
$321K -$482K -4,500 -60%
FAG
1815
Financial Advisory Group
Texas
$321K +$65.4K +611 +26%
MW
1816
MBL Wealth
North Carolina
$321K +$321K +2,996 New
AAM
1817
Autus Asset Management
Arizona
$319K -$73.9K -690 -19%
CAMG
1818
CWA Asset Management Group
Florida
$318K +$2.46K +23 +0.8%
STB
1819
S&T Bank
Pennsylvania
$315K -$121K -1,126 -28%
SFP
1820
Strategic Financial Partners
Oregon
$313K – – –
SAM
1821
Shone Asset Management
California
$313K – – –
JFA
1822
JNBA Financial Advisors
Minnesota
$313K +$28.3K +264 +10%
LCM
1823
LCM Capital Management
Illinois
$313K +$313K +2,889 New
KCM
1824
Kanawha Capital Management
Virginia
$312K – – –
P
1825
&Partners
Tennessee
$312K +$15.5K +145 +5%
71 72
73
74 75