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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 %
KFI
1926
Key Financial Inc
Pennsylvania
$239K -$32.1K -300 -12%
EWA
1927
Evolution Wealth Advisors
Florida
$239K -$32K -300 -12%
RTC
1928
Riverview Trust Company
Washington
$239K – – –
CA
1929
CGN Advisors
Kansas
$239K +$239K +2,231 New
PA
1930
PFG Advisors
Arizona
$239K +$239K +2,234 New
NFG
1931
Nadler Financial Group
Illinois
$239K +$239K +2,236 New
SWM
1932
SVA Wealth Management
Wisconsin
$238K +$238K +2,226 New
MIAS
1933
Mason Investment Advisory Services
Virginia
$238K +$238K +2,223 New
SP
1934
Successful Portfolios
Florida
$237K -$47K -440 -17%
LWP
1935
Legacy Wealth Planning
Nevada
$236K -$46.3K -432 -16%
ATFA
1936
All Terrain Financial Advisors
Minnesota
$236K +$236K +2,208 New
BAM
1937
Boyar Asset Management
New York
$235K +$235K +2,194 New
SAA
1938
Southeast Asset Advisors
Georgia
$235K +$235K +2,200 New
MIM
1939
MTM Investment Management
South Carolina
$234K +$234K +2,187 New
ACM
1940
Ategra Capital Management
Virginia
$234K +$234K +2,186 New
MIM
1941
Moseley Investment Management
Florida
$233K -$364K -3,398 -61%
SFM
1942
Signet Financial Management
New Jersey
$233K -$42.5K -398 -15%
CWC
1943
Carolinas Wealth Consulting
North Carolina
$233K +$17.4K +163 +8%
OPWM
1944
Oxinas Partners Wealth Management
Indiana
$233K +$233K +2,180 New
JF
1945
JSF Financial
California
$233K +$233K +2,181 New
BFO
1946
Biltmore Family Office
North Carolina
$230K +$230K +2,150 New
KPW
1947
Kore Private Wealth
New York
$230K +$230K +2,151 New
CA
1948
Continuum Advisory
Idaho
$230K +$230K +2,155 New
FRA
1949
Front Row Advisors
California
$229K – – –
PJB
1950
Paul John Balson
California
$229K +$229K +2,144 New
76 77
78
79 80