SBUX icon

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 %
ITIM
1851
Indiana Trust & Investment Management
Indiana
$294K -$9.2K -86 -3%
FFG
1852
Frisch Financial Group
New York
$293K +$963 +9 +0.3%
WDG
1853
Wealth Dimensions Group
Ohio
$292K +$292K +2,732 New
SRC
1854
Sage Rhino Capital
California
$291K -$535 -5 -0.2%
PAG
1855
Private Advisory Group
Washington
$290K -$52.6K -492 -15%
ST
1856
Somerset Trust
Pennsylvania
$290K +$6.64K +62 +2%
CAL
1857
Capital Analysts LLC
Pennsylvania
$287K -$16K -150 -5%
FNBOSM
1858
First National Bank of South Miami
Florida
$287K -$2.14K -20 -0.7%
PAM
1859
Peak Asset Management
Colorado
$287K +$25.6K +239 +10%
BCM
1860
Brookmont Capital Management
Texas
$286K -$204K -1,903 -42%
AHB
1861
Abner Herrman & Brock
New Jersey
$286K -$55.3K -517 -16%
FIB
1862
First Interstate Bank
Montana
$285K -$377K -3,521 -57%
AWM
1863
Aevitas Wealth Management
Massachusetts
$284K +$284K +2,655 New
MFA
1864
Mayflower Financial Advisors
Massachusetts
$283K +$283K +2,647 New
SQA
1865
Simon Quick Advisors
New Jersey
$281K -$104K -975 -27%
MHR
1866
Matthew Hamilton Rosenberg
$281K – – –
HFA
1867
High Falls Advisors
New York
$281K +$281K +2,627 New
AL
1868
Aspiriant LLC
California
$280K +$18.9K +176 +7%
IR
1869
Invictus RG
Bermuda
$280K +$280K +2,620 New
BW
1870
Bison Wealth
Georgia
$279K +$279K +2,606 New
GCA
1871
Gradient Capital Advisors
California
$278K -$18.5K -173 -6%
OWM
1872
Opes Wealth Management
California
$277K -$34.3K -321 -11%
RWA
1873
RGT Wealth Advisors
Texas
$277K +$277K +2,586 New
AFG
1874
Allegheny Financial Group
Pennsylvania
$277K +$277K +2,592 New
RHJA
1875
Rice Hall James & Associates
California
$276K -$5.34K -50 -2%
73 74
75
76 77