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Starbucks
SBUX

Overview Fund Activity

1,741 hedge funds and large institutions have $72.1B invested in Starbucks in 2019 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 579 increasing their positions, 804 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,741
Holders Change
+41
Holders Change %
+2.41%
% of All Funds
37.87%
Holding in Top 10
94
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.05%
% of All Funds
2.04%
New
136
Increased
579
Reduced
804
Closed
73
Calls
$983M
Puts
$1.1B
Net Calls
-$118M
Net Calls Change
+$40.2M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$603M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$382M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$302M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$255M
5
Invesco
Invesco
Georgia
+$227M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$652M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$200M
3
Lazard Asset Management
Lazard Asset Management
New York
-$197M
4
Polen Capital Management
Polen Capital Management
Florida
-$191M
5
Capital International Investors
Capital International Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
NGA
726
Naples Global Advisors
Florida
$2.6M +$41.1K +490 +2%
NIC
727
Northwest Investment Counselors
Oregon
$2.6M -$57.4K -685 -2%
PA
728
Parallel Advisors
California
$2.59M -$456K -5,442 -15%
LSPW
729
Lake Street Private Wealth
Illinois
$2.59M -$117K -1,397 -4%
IIM
730
Intact Investment Management
Quebec, Canada
$2.58M -$989K -11,800 -28%
MIC
731
Means Investment Company
Maine
$2.57M -$24.5K -281 -0.9%
Rockefeller Capital Management
732
Rockefeller Capital Management
New York
$2.57M -$955K -11,393 -27%
VSWA
733
Vontobel Swiss Wealth Advisors
Switzerland
$2.55M +$2.55M +30,425 New
MIAN
734
Mariner Independent Advisor Network
Kansas
$2.54M -$107K -1,271 -4%
NIM
735
Nicollet Investment Management
Minnesota
$2.53M -$16.5K -197 -0.6%
DSC
736
Duncker Streett & Co
Missouri
$2.53M +$10.1K +120 +0.4%
EWM
737
Empirical Wealth Management
Washington
$2.52M +$155K +1,847 +7%
TA
738
Trellis Advisors
Washington
$2.51M +$4.36K +52 +0.2%
AWM
739
AE Wealth Management
Kansas
$2.51M +$1.34M +16,003 +115%
LNWWM
740
Laird Norton Wetherby Wealth Management
California
$2.5M -$179K -2,139 -7%
DLCIG
741
D.L. Carlson Investment Group
New Hampshire
$2.49M -$102K -1,219 -4%
WKWM
742
Walter & Keenan Wealth Management
Indiana
$2.49M – – –
Rafferty Asset Management
743
Rafferty Asset Management
New York
$2.49M -$83.3K -994 -3%
PT
744
Plimoth Trust
Massachusetts
$2.46M -$202K -2,405 -8%
AF
745
Arrow Financial
New York
$2.44M -$86.5K -1,032 -3%
UR
746
USCA RIA
Texas
$2.43M -$8.13K -97 -0.3%
SSWM
747
Sheets Smith Wealth Management
North Carolina
$2.43M -$121K -1,442 -5%
HW
748
Hedeker Wealth
Illinois
$2.43M +$333K +3,968 +16%
CNBT
749
Canandaigua National Bank & Trust
New York
$2.42M -$561K -6,697 -19%
AR
750
Advisory Research
Illinois
$2.42M -$2.93M -34,896 -55%
28 29
30
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