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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 %
CMA
1876
Cedar Mountain Advisors
Oregon
$276K +$2.04K +19 +0.7%
SPL
1877
Smart Portfolios LLC
Washington
$275K -$339K -3,166 -55%
LF
1878
Lantz Financial
Illinois
$275K +$275K +2,569 New
LF
1879
LifeSteps Financial
California
$274K – – –
CWM
1880
Cedar Wealth Management
California
$273K – – –
MCP
1881
Mirador Capital Partners
California
$272K -$5.47K -51 -2%
SCM
1882
Stonehearth Capital Management
Massachusetts
$272K – – –
WLPWM
1883
Walled Lake Planning & Wealth Management
Illinois
$271K +$214 +2 +0.1%
SCA
1884
Sage Capital Advisors
South Dakota
$271K +$11.9K +115 +5%
TPCM
1885
Three Peaks Capital Management
Colorado
$270K -$1.92K -18 -0.7%
GBBWRPM
1886
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$269K +$269K +2,515 New
BAAM
1887
Baker Avenue Asset Management
California
$268K -$44.7K -419 -14%
ACG
1888
Allen Capital Group
Nebraska
$267K -$20.4K -191 -7%
AWM
1889
AllSquare Wealth Management
New York
$267K – – –
HIC
1890
Hartline Investment Corp
Illinois
$267K – – –
WAM
1891
WNY Asset Management
New York
$266K +$266K +2,470 New
SPC
1892
Stewart & Patten Company
California
$264K +$534 +5 +0.2%
TCMP
1893
Thrive Capital Management (Pennsylvania)
Pennsylvania
$264K +$264K +2,468 New
KPCM
1894
Kings Point Capital Management
New York
$262K +$45.6K +426 +21%
QIM
1895
Quest Investment Management
Oregon
$261K +$261K +2,441 New
NCM
1896
Northwest Capital Management
Oregon
$259K -$10.1K -94 -4%
IRC
1897
Investors Research Corp
Georgia
$259K – – –
GJCM
1898
Grand Jean Capital Management
California
$258K +$214 +2 +0.1%
SMA
1899
Sage Mountain Advisors
Georgia
$258K +$258K +2,411 New
SWM
1900
Salvus Wealth Management
New Jersey
$258K +$258K +2,439 New
74 75
76
77 78