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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 %
UIA
1976
UBP Investment Advisors
Switzerland
$214K +$214K +2,000 New
SPIO
1977
Seven Post Investment Office
California
$214K +$214K +2,003 New
EWM
1978
EPG Wealth Management
Georgia
$213K +$213K +1,988 New
WCM
1979
WealthBridge Capital Management
Ohio
$212K +$212K +1,980 New
WAAG
1980
Wealth Alliance Advisory Group
Kansas
$212K +$212K +1,980 New
CWA
1981
Clearview Wealth Advisors
Oregon
$212K +$212K +1,980 New
ACM
1982
Anfield Capital Management
California
$212K +$212K +1,983 New
ACM
1983
Allred Capital Management
Texas
$212K +$212K +1,991 New
MWM
1984
Mattern Wealth Management
Kansas
$211K -$73.7K -690 -26%
TSS
1985
Two Sigma Securities
New York
$210K -$911K -8,499 -81%
AWM
1986
Adams Wealth Management
Utah
$210K -$14K -131 -6%
VCM
1987
Vigilant Capital Management
Maine
$210K +$965 +9 +0.5%
RPCA
1988
Running Point Capital Advisors
California
$210K +$210K +1,965 New
SRCM
1989
Swift Run Capital Management
Virginia
$209K +$209K +1,950 New
SCM
1990
Southport Capital Management
Tennessee
$208K +$208K +1,941 New
HPC
1991
Hobart Private Capital
North Carolina
$207K +$207K +1,938 New
NEGWA
1992
New England Guild Wealth Advisors
Connecticut
$207K +$207K +1,931 New
ATWA
1993
Arbor Trust Wealth Advisors
Michigan
$207K +$207K +1,937 New
SCA
1994
STALEY CAPITAL ADVISERS
Pennsylvania
$207K +$207K +1,937 New
PFBT
1995
Parkside Financial Bank & Trust
Missouri
$206K +$46.4K +433 +29%
BWM
1996
Baystate Wealth Management
Massachusetts
$205K +$427 +4 +0.2%
RIM
1997
Regent Investment Management
Kentucky
$205K +$205K +1,914 New
GCIG
1998
Grand Central Investment Group
Florida
$205K +$205K +1,916 New
HPCM
1999
Hunter Perkins Capital Management
Illinois
$205K +$205K +1,920 New
VC
2000
Vestor Capital
Illinois
$204K +$64.3K +600 +46%
78 79
80
81 82