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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 %
MLFP
2026
MPS Loria Financial Planners
Illinois
$154K +$54.7K +530 +55%
MWA
2027
Moser Wealth Advisors
Washington
$150K -$21.4K -200 -13%
PS
2028
Planned Solutions
California
$147K – – –
BEI
2029
Benjamin Edwards Inc
Missouri
$146K +$15.6K +146 +12%
ST
2030
Sageworth Trust
Pennsylvania
$139K +$112K +1,047 +419%
ETC
2031
Exchange Traded Concepts
Oklahoma
$138K +$138K +1,291 New
AJ
2032
Ashburton (Jersey)
Jersey
$135K -$303K -2,826 -69%
SIS
2033
Sound Income Strategies
Florida
$133K +$2.88K +27 +2%
RWA
2034
Ropes Wealth Advisors
Massachusetts
$133K +$54.6K +512 +70%
CCA
2035
Childress Capital Advisors
Texas
$131K +$131K +1,221 New
CA
2036
Crewe Advisors
Utah
$122K -$1.18K -11 -1%
ZC
2037
Zeit Capital
Colorado
$117K +$117K +1,096 New
HS
2038
Horan Securities
United States
$115K +$322 +3 +0.3%
BWA
2039
Burt Wealth Advisors
Maryland
$115K +$858 +8 +0.8%
CWP
2040
Concord Wealth Partners
Virginia
$110K +$110K +1,026 New
HCM
2041
Highlander Capital Management
New Jersey
$107K – – –
BA
2042
Bellwether Advisors
Nebraska
$105K +$105K +989 New
SMG
2043
Spectrum Management Group
Indiana
$99K – – –
YAL
2044
Your Advocates Ltd
Texas
$98K – – –
CYG
2045
Clean Yield Group
Vermont
$98K +$10.7K +100 +12%
IA
2046
Inspire Advisors
Idaho
$97K +$97K +904 New
HF
2047
Halpern Financial
Virginia
$96.3K – – –
BWA
2048
BDO Wealth Advisors
Florida
$96K +$13.4K +126 +16%
SIAG
2049
Safeguard Investment Advisory Group
California
$96K +$96K +899 New
OCM
2050
Orion Capital Management
California
$95K +$95K +890 New
80 81
82
83 84