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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 %
FPA
1826
First Pacific Advisors
California
$311K -$9.62K -90 -3%
FC
1827
Fusion Capital
South Carolina
$311K +$1.18K +11 +0.4%
RCG
1828
Rock Creek Group
District of Columbia
$310K -$12.1K -113 -4%
MWP
1829
Meridian Wealth Partners
Pennsylvania
$310K +$107 +1 +0%
LDFR
1830
Lehman & Derafelo Financial Resources
Pennsylvania
$308K -$107K -1,000 -26%
LCM
1831
Laurion Capital Management
New York
$307K -$1.83M -17,069 -86%
CWM
1832
Connecticut Wealth Management
Connecticut
$307K +$23.9K +223 +8%
AP
1833
Appleton Partners
Massachusetts
$304K -$26.9K -252 -8%
NJBEST
1834
New Jersey Better Educational Savings Trust
New Jersey
$303K -$189K -1,769 -38%
DWA
1835
Dougherty Wealth Advisers
Minnesota
$303K – – –
ESBC
1836
E.S. Barr & Co
Kentucky
$303K – – –
DOA
1837
D'Orazio & Associates
Virginia
$303K +$3.32K +31 +1%
WSC
1838
Wellington Shields & Co
New York
$302K – – –
CSPAM
1839
Cary Street Partners Asset Management
Virginia
$302K +$302K +2,822 New
PAMP
1840
Polar Asset Management Partners
Ontario, Canada
$301K -$193K -1,799 -39%
CSWG
1841
Cardinal Strategic Wealth Guidance
Kentucky
$301K -$52.2K -488 -15%
ZF
1842
Zhang Financial
Michigan
$300K -$43.1K -403 -13%
JFA
1843
Johanson Financial Advisors
California
$299K +$2.46K +23 +0.8%
DC
1844
DeDora Capital
California
$297K -$5.13K -48 -2%
PWA
1845
Physician Wealth Advisors
Utah
$297K +$105 +1 +0%
SWM
1846
Sugarloaf Wealth Management
Georgia
$296K -$42K -393 -12%
SW
1847
StrongBox Wealth
Missouri
$296K +$47.2K +441 +19%
CCG
1848
Ceeto Capital Group
Florida
$295K +$428 +4 +0.1%
LCM
1849
Liberty Capital Management
Michigan
$295K +$295K +2,759 New
CCM
1850
Carlson Capital Management
Minnesota
$294K -$10.8K -102 -4%
72 73
74
75 76