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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 %
SMH
2001
Sanders Morris Harris
Texas
– -$894K -10,644 Closed
GTCM
2002
Gyon Technologies Capital Management
New Jersey
– -$629K -9,565 Closed
RG
2003
Renaissance Group
Kentucky
– -$606K -9,225 Closed
PCAP
2004
Pratt Collard Advisory Partners
New York
– -$578K -8,789 Closed
BI
2005
Bramshill Investments
Florida
– -$550K -8,360 Closed
TCA
2006
Transcend Capital Advisors
New Jersey
– -$523K -8,072 Closed
QOP
2007
Quinn Opportunity Partners
Virginia
– -$460K -7,000 Closed
CM
2008
Columbus Macro
Pennsylvania
– -$432K -6,565 Closed
DTL
2009
Dynamic Technology Lab
Singapore
– -$422K -6,420 Closed
GC
2010
Guardian Capital
Ontario, Canada
– -$421K -6,400 Closed
SW
2011
SkyOak Wealth
Michigan
– -$413K -6,287 Closed
SI
2012
Scharf Investments
California
– -$400K -6,093 Closed
XM
2013
XTX Markets
New York
– -$368K -5,592 Closed
PP
2014
PagnatoKarp Partners
Virginia
– -$360K -5,475 Closed
LMAM
2015
Legg Mason Asset Management
Japan
– -$352K -5,346 Closed
FM
2016
Fondren Management
Texas
– -$329K -5,000 Closed
GC
2017
Gruss & Co
Florida
– -$329K -5,000 Closed
SC
2018
Scholtz & Company
Connecticut
– -$321K -4,880 Closed
JIM
2019
Jupiter Investment Management
United Kingdom
– -$309K -4,710 Closed
GIA
2020
Gladstone Institutional Advisory
Florida
– -$306K -4,653 Closed
SMC
2021
Smith, Moore & Co
Missouri
– -$297K -4,518 Closed
AP
2022
Americana Partners
Texas
– -$278K -4,236 Closed
LFASL
2023
Lugano Financial Advisors SA (LFA)
Switzerland
– -$325K -3,827 Closed
BFO
2024
Biltmore Family Office
North Carolina
– -$247K -3,750 Closed
VAG
2025
VisionPoint Advisory Group
Texas
– -$227K -3,454 Closed
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