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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 %
RIM
2101
Rockbridge Investment Management
New York
$46K +$18.6K +174 +68%
RDFA
2102
Ritter Daniher Financial Advisory
Ohio
$46K +$46K +431 New
KFS
2103
Kelly Financial Services
Massachusetts
$44.7K -$2.99K -28 -6%
CPFP
2104
Clear Perspectives Financial Planning
Ohio
$44K +$44K +414 New
KLWA
2105
Kelly Lawrence W & Associates
California
$43K – – –
SA
2106
SRH Advisors
Kansas
$43K – – –
VRM
2107
Vectors Research Management
New York
$43K – – –
FFA
2108
Freedman Financial Associates
Massachusetts
$43K +$43K +400 New
PWA
2109
Phoenix Wealth Advisors
North Carolina
$39K +$39K +361 New
PCA
2110
Providence Capital Advisors
North Carolina
$37K -$3.87M -36,396 -99%
APWA
2111
Atlas Private Wealth Advisors
New Jersey
$37K +$2.8K +26 +8%
ARMC
2112
American Research & Management Company
Massachusetts
$35K – – –
BC
2113
Barnett & Company
Tennessee
$35K – – –
FFG
2114
Fortem Financial Group
California
$35K +$35K +330 New
AA
2115
AlphaMark Advisors
Kentucky
$34K – – –
PCFFS
2116
Pacific Center for Financial Services
California
$34K – – –
BBHBI
2117
B, B, H, & B Inc
Alabama
$33K +$33K +315 New
AWM
2118
Avondale Wealth Management
Texas
$32K – – –
LB
2119
Legacy Bridge
Iowa
$32K – – –
APW
2120
Acima Private Wealth
Virginia
$32K – – –
OPW
2121
Oxler Private Wealth
New York
$32K +$32K +300 New
ETI
2122
Enterprise Trust & Investment
California
$31K – – –
DAM
2123
Delta Asset Management
Tennessee
$31K +$8.02K +74 +35%
CFN
2124
Cordasco Financial Network
Florida
$30K -$39.8K -375 -57%
HWM
2125
Holloway Wealth Management
Florida
$30K -$24K – –
83 84
85
86 87