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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 %
SFG
1826
Sowa Financial Group
Rhode Island
$55K – – –
LFG
1827
Larson Financial Group
Missouri
$55K +$50.3K +687 +1,073%
BWA
1828
BDO Wealth Advisors
Florida
$54K +$223 +3 +0.4%
RCC
1829
Red Cedar Capital
Nebraska
$52K – – –
SLF
1830
Sun Life Financial
Ontario, Canada
$52K +$1.26K +17 +2%
AW
1831
Avion Wealth
Texas
$51K – – –
HRC
1832
Hoertkorn Richard Charles
$51K +$29.1K +400 +133%
LWA
1833
Lowe Wealth Advisors
Maryland
$50K – – –
CFN
1834
Cordasco Financial Network
Florida
$48K – – –
WA
1835
WestEnd Advisors
North Carolina
$47.2K -$15.3M -207,394 -100%
CAL
1836
Capital Advisors Ltd
Ohio
$47K – – –
TFO
1837
Tarbox Family Office
California
$46K -$15.4K -208 -25%
GWMIA
1838
Global Wealth Management Investment Advisory
Florida
$42K +$5.5K +75 +15%
CTB
1839
Country Trust Bank
Illinois
$41K – – –
EARNEST Partners
1840
EARNEST Partners
Georgia
$40K -$5.78K -78 -13%
HI
1841
Hudock Inc
Pennsylvania
$40K +$24.7K +335 +161%
AS
1842
Altshuler Shaham
Israel
$39K +$38.3K +522 +5,220%
AWM
1843
Apollon Wealth Management
South Carolina
$39K +$39K +536 New
SAM
1844
S.A. Mason
Michigan
$38K +$74 +1 +0.2%
HIM
1845
Hillsdale Investment Management
Ontario, Canada
$38K +$38K +520 New
AI
1846
ArchPoint Investors
Florida
$37K – – –
AWM
1847
Atticus Wealth Management
Florida
$37K +$37K +505 New
FCM
1848
Firestone Capital Management
Florida
$35K – – –
GFPC
1849
Global Financial Private Client
Florida
$34.8K – – –
CCA
1850
Column Capital Advisors
Indiana
$34K -$293 -4 -0.9%
72 73
74
75 76