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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
$613M
2
Polen Capital Management
Polen Capital Management
Florida
$940M
3
Fisher Asset Management
Fisher Asset Management
Washington
$573M
4
JSP
Jackson Square Partners
California
$266M
5
Nordea Investment Management
Nordea Investment Management
Sweden
$508M

Top Sellers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$139M
2
Two Sigma Advisers
Two Sigma Advisers
New York
$15.1M
3
AQR Capital Management
AQR Capital Management
Connecticut
$20.7M
4
MAM
Magellan Asset Management
Australia
$2.13B
5
American Century Companies
American Century Companies
Missouri
$234M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFW
2026
Omnia Family Wealth
Florida
– -$226K -3,443 Closed
CWM
2027
Circle Wealth Management
New Jersey
– -$214K -3,249 Closed
APW
2028
Aurora Private Wealth
New Jersey
– -$211K -3,211 Closed
ATFA
2029
All Terrain Financial Advisors
Minnesota
– -$211K -3,208 Closed
PCMC
2030
Private Capital Management (Colorado)
Colorado
– -$210K -3,200 Closed
PPP
2031
Private Portfolio Partners
New Jersey
– -$210K -3,197 Closed
NWS
2032
Newport Wealth Strategies
California
– -$231K -3,142 Closed
RIM
2033
Regent Investment Management
Kentucky
– -$205K -3,114 Closed
TWM
2034
Titus Wealth Management
California
– -$201K -3,062 Closed
FI
2035
Fosun International
China
– -$205K -3,025 Closed
KFI
2036
Key Financial Inc
Pennsylvania
– -$172K -2,532 Closed
FGAM
2037
Financial Gravity Asset Management
Texas
– -$12.3K -2,076 Closed
CAN
2038
Claraphi Advisory Network
United States
– -$96K -1,453 Closed
PAM
2039
Paradigm Asset Management
New York
– -$95.3K -1,450 Closed
CS
2040
Capital Square
Tennessee
– -$87K -1,327 Closed
EWM
2041
EPG Wealth Management
Georgia
– -$84K -1,277 Closed
PHK
2042
Point72 Hong Kong
Hong Kong
– -$50K -766 Closed
AA
2043
Advisory Alpha
Michigan
– -$55.7K -741 Closed
AC
2044
AlphaCore Capital
California
– -$32K -480 Closed
LSA
2045
Lion Street Advisors
Texas
– -$24K -370 Closed
AT
2046
Arden Trust
Delaware
– -$18K -277 Closed
JWBC
2047
John W. Brooker & Co
California
– -$18K -275 Closed
BDWM
2048
Brewin Dolphin Wealth Management
Ireland
– -$12.2K -185 Closed
FA
2049
Fortis Advisors
Pennsylvania
– -$11K -160 Closed
PCMK
2050
Paragon Capital Management (Kansas)
Kansas
– -$10K -150 Closed
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