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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 %
GCA
1951
Greenwood Capital Associates
South Carolina
$229K +$229K +2,144 New
MA
1952
MJP Associates
Connecticut
$228K +$228K +2,132 New
SFP
1953
Shepherd Financial Partners
Massachusetts
$227K +$227K +2,107 New
HFG
1954
Heron Financial Group
New York
$226K +$226K +2,187 New
TNB
1955
Thomasville National Bank
Georgia
$225K +$225K +2,104 New
CWM
1956
Curi Wealth Management
North Carolina
$225K +$225K +2,112 New
SAS
1957
Sanford Advisory Services
Michigan
$224K +$224K +2,095 New
AP
1958
Americana Partners
Texas
$224K +$224K +2,099 New
HCIA
1959
Hochman Cole Investment Advisors
Illinois
$223K +$223K +2,087 New
PCMC
1960
Private Capital Management (Colorado)
Colorado
$223K +$223K +2,089 New
TGAM
1961
TBH Global Asset Management
Tennessee
$222K +$222K +2,077 New
RRA
1962
Round Rock Advisors
Connecticut
$221K +$221K +2,074 New
FIA
1963
Foundations Investment Advisors
Arizona
$221K +$221K +2,091 New
FMN
1964
Financial Management Network
California
$221K +$221K +2,092 New
AWP
1965
Abacus Wealth Partners
California
$220K +$220K +2,058 New
GIP
1966
Granite Investment Partners
California
$219K +$219K +2,050 New
ACA
1967
Affinity Capital Advisors
California
$218K +$218K +2,036 New
RWB
1968
RMR Wealth Builders
New Jersey
$217K -$119K -1,115 -35%
SSWG
1969
Seven Springs Wealth Group
Tennessee
$217K +$6.74K +63 +3%
OWP
1970
Obermeyer Wealth Partners
Colorado
$217K +$217K +2,032 New
MAM
1971
Marquette Asset Management
Minnesota
$216K – – –
OFW
1972
Omnia Family Wealth
Florida
$215K +$215K +2,012 New
CCM
1973
Crossvault Capital Management
Texas
$215K +$215K +2,008 New
AAM
1974
AR Asset Management
California
$214K +$214K +2,000 New
VAM
1975
Veritas Asset Management
United Kingdom
$214K +$214K +2,000 New
77 78
79
80 81