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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 %
JGIA
1901
Jackson Grant Investment Advisers
Connecticut
$13K +$8.76K +122 +207%
PIMG
1902
Patriot Investment Management Group
Tennessee
$12.4K +$12.4K +169 New
ECM
1903
Estabrook Capital Management
New York
$12.4K – – –
BBA
1904
Braun-Bostich & Associates
Pennsylvania
$12K +$2.86K +40 +31%
PCA
1905
Providence Capital Advisors
North Carolina
$11K – – –
JSC
1906
Jackson Square Capital
California
$11K – – –
FP
1907
Financial Perspectives
Minnesota
$10.4K +$5.52K +75 +114%
RBC
1908
Roble Belko & Company
Pennsylvania
$9K – – –
CWA
1909
Carolina Wealth Advisors
South Carolina
$9K +$144 +2 +2%
CFFP
1910
Center for Financial Planning
Michigan
$8K -$3.33K -45 -29%
PW
1911
Price Wealth
Texas
$8K +$8K +107 New
TJHA
1912
Thomas J. Herzfeld Advisors
Florida
$8K +$8K +110 New
MFT
1913
Moisand Fitzgerald Tamayo
Florida
$8K +$8K +114 New
HGWM
1914
Harvest Group Wealth Management
Massachusetts
$7K -$8.68K -124 -55%
ARMC
1915
American Research & Management Company
Massachusetts
$7K -$7K -100 -50%
CWA
1916
Core Wealth Advisors
Florida
$7K – – –
IAS
1917
IMA Advisory Services
Colorado
$6K – – –
CP
1918
Corbenic Partners
Pennsylvania
$6K – – –
HFS
1919
HBC Financial Services
Washington
$6K +$225 +7 +4%
WAMC
1920
Western Asset Management Company
California
$6K +$3.79K +43 +172%
JG
1921
Jefferies Group
New York
$4.52K -$1.58K -21,425 -26%
FWM
1922
Focused Wealth Management
New York
$4K – – –
FCH
1923
Freestone Capital Holdings
Washington
$3.63K +$696 +9,456 +24%
HFM
1924
Hartford Financial Management
Connecticut
$3K – – –
IWP
1925
IAG Wealth Partners
Wisconsin
$3K – – –
75 76
77
78 79