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SBUX

Overview Fund Activity

1,390 hedge funds and large institutions have $54.9B invested in Starbucks in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 585 increasing their positions, 561 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,390
Holders Change
-45
Holders Change %
-3.14%
% of All Funds
34.71%
Holding in Top 10
36
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-33.33%
% of All Funds
0.9%
New
93
Increased
585
Reduced
561
Closed
123
Calls
$878M
Puts
$2.23B
Net Calls
-$1.36B
Net Calls Change
-$684M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$655M
2
Parnassus Investments
Parnassus Investments
California
+$499M
3
MAM
Magellan Asset Management
Australia
+$411M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$263M
5
Capital International Investors
Capital International Investors
California
+$252M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.54B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$668M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$550M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$295M
5
Capital World Investors
Capital World Investors
California
-$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
551
Clarius Group LLC
Washington
$3.35M -$218K -4,063 -6%
HIM
552
Hermes Investment Management
United Kingdom
$3.35M – – –
AC
553
Alley Company
Illinois
$3.34M +$48.5K +903 +1%
ZAM
554
Zevin Asset Management
Massachusetts
$3.34M +$89.1K +1,658 +3%
LDB
555
Lee, Danner & Bass
Tennessee
$3.32M +$161K +3,007 +5%
KPF
556
K2 Principal Fund
Ontario, Canada
$3.31M +$3.31M +61,679 New
HR
557
Howe & Rusling
New York
$3.28M -$95.9K -1,786 -3%
PA
558
Pinnacle Associates
New York
$3.27M -$44.5K -829 -1%
LMGAM
559
Liberty Mutual Group Asset Management
Massachusetts
$3.26M -$1.78M -33,177 -35%
ECAM
560
East Coast Asset Management
Massachusetts
$3.26M +$63.2K +1,177 +2%
EDRH
561
Edmond de Rothschild Holding
Switzerland
$3.26M -$507K -9,443 -13%
PJSIMP
562
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.25M -$88.5K -1,647 -3%
TCM
563
Tradewinds Capital Management
Washington
$3.23M -$77.1K -1,436 -2%
HIC
564
Hartline Investment Corp
Illinois
$3.23M -$20.3K -377 -0.6%
Pacer Advisors
565
Pacer Advisors
Pennsylvania
$3.22M +$381K +7,086 +13%
BAS
566
Brown Advisory Securities
Maryland
$3.21M -$17.3K -322 -0.5%
FTIOP
567
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.2M -$236K -4,395 -7%
PWS
568
Peloton Wealth Strategists
Indiana
$3.19M +$37.6K +700 +1%
HWA
569
HCR Wealth Advisors
California
$3.18M +$39.6K +737 +1%
IFAM
570
Institutional & Family Asset Management
Colorado
$3.18M +$84.9K +1,580 +3%
GH
571
GAM Holding
Switzerland
$3.18M -$18M -334,251 -85%
TF
572
TIAA FSB
Florida
$3.17M +$106K +1,982 +3%
BA
573
Bristlecone Advisors
Washington
$3.12M +$263K +4,889 +9%
DCM
574
Donaldson Capital Management
Indiana
$3.12M +$74.7K +1,390 +2%
CCM
575
Carderock Capital Management
Maryland
$3.09M -$68.6K -1,277 -2%
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