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Starbucks
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 %
ACI
626
Alpha Cubed Investments
California
$2.49M +$498K +9,267 +25%
GLRA
627
Gerald L. Ray & Associates
Texas
$2.49M -$5.53K -103 -0.2%
RA
628
RiverPark Advisors
New York
$2.45M – – –
SBL
629
Sargent Bickham Lagudis
Colorado
$2.45M -$1.09M -20,350 -31%
BRWA
630
B. Riley Wealth Advisors
Florida
$2.43M -$382K -7,102 -14%
GWM
631
Geneos Wealth Management
Colorado
$2.4M +$283K +5,258 +13%
LTI
632
Laffer Tengler Investments
Tennessee
$2.39M -$170K -3,165 -7%
CBU
633
CIBC Bank USA
Illinois
$2.37M +$52.1K +970 +2%
MYLI
634
Meiji Yasuda Life Insurance
Japan
$2.35M +$478K +8,910 +26%
MCWS
635
McKinley Carter Wealth Services
West Virginia
$2.34M +$26.3K +490 +1%
MC
636
Moors & Cabot
Massachusetts
$2.34M +$798K +14,839 +52%
CCM
637
Chickasaw Capital Management
Tennessee
$2.33M -$75.2K -1,400 -3%
FPFS
638
First Personal Financial Services
North Carolina
$2.33M +$1.07M +20,007 +86%
ICOA
639
Investment Centers of America
North Dakota
$2.33M -$260K -4,857 -10%
NSIM
640
North Star Investment Management
Illinois
$2.28M +$194K +3,607 +9%
HVIA
641
Hudson Valley Investment Advisors
New York
$2.26M -$59.9K -1,115 -3%
EWA
642
EP Wealth Advisors
California
$2.26M -$3.01K -56 -0.1%
DLA
643
Douglas Lane & Associates
New York
$2.25M -$1.44M -26,759 -39%
PS
644
Pensionfund Sabic
Netherlands
$2.23M – – –
LFAS
645
Level Four Advisory Services
Texas
$2.23M +$177K +3,288 +9%
RW
646
Rand Wealth
Maryland
$2.21M +$68K +1,266 +3%
1SB
647
1ST Source Bank
Indiana
$2.19M -$764K -14,227 -26%
WA1
648
Wimmer Associates 1
California
$2.19M -$116K -2,158 -5%
II
649
IFM Investors
Australia
$2.18M +$42.8K +797 +2%
SIMM
650
Stillwater Investment Management (Minnesota)
Minnesota
$2.17M +$3.01K +56 +0.1%
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