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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 %
LB
1876
Legacy Bridge
Iowa
$22K – – –
AWM
1877
Avondale Wealth Management
Texas
$22K – – –
M
1878
Mirova
France
$22K – – –
HI
1879
Human Investing
Oregon
$21K -$1.01M -13,812 -98%
MA
1880
MCF Advisors
Kentucky
$21K +$816 +11 +4%
BAMG
1881
Brand Asset Management Group
Missouri
$19K -$72 -1 -0.4%
ST
1882
Sageworth Trust
Pennsylvania
$19K +$445 +6 +2%
HFA
1883
Hoover Financial Advisors
Pennsylvania
$19K +$19K +254 New
RIM
1884
Rockbridge Investment Management
New York
$19K +$19K +257 New
APC
1885
Aspire Private Capital
North Carolina
$18K +$17K +230 +1,643%
NPP
1886
New Potomac Partners
Maryland
$16K – – –
HWM
1887
Holloway Wealth Management
Florida
$16K -$10K – –
PP
1888
PrairieView Partners
Minnesota
$16K – – –
RWG
1889
Regal Wealth Group
California
$15K – – –
NG
1890
NWK Group
California
$15K – – –
AP
1891
Atwood & Palmer
Missouri
$15K – – –
DRS
1892
Deane Retirement Strategies
Louisiana
$15K – – –
CWM
1893
Cranbrook Wealth Management
Michigan
$15K – – –
FWM
1894
Filbrandt Wealth Management
Wisconsin
$15K +$75 +1 +0.5%
TCM
1895
TD Capital Management
Tennessee
$15K +$72 +1 +0.5%
HB
1896
Horizon Bancorp
Indiana
$15K +$7.86K +110 +110%
OAJ
1897
Ogorek Anthony Joseph
New York
$14K – – –
CHA
1898
Carmichael Hill & Associates
Maryland
$14K +$72 +1 +0.5%
TCCM
1899
Timber Creek Capital Management
Massachusetts
$13K – – –
SWM
1900
Selective Wealth Management
Virginia
$13K +$7.18K +100 +123%
74 75
76
77 78