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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 %
IIM
876
Ipswich Investment Management
Massachusetts
$903K -$365K -6,800 -29%
SOADOR
877
State of Alaska Department of Revenue
Alaska
$899K +$701K +13,055 +354%
LOAME
878
Lombard Odier Asset Management (Europe)
United Kingdom
$887K – – –
MIP
879
Marietta Investment Partners
Wisconsin
$877K – – –
DPIM
880
Duff & Phelps Investment Management
Illinois
$874K -$11.8K -220 -1%
RWP
881
RWA Wealth Partners
Massachusetts
$860K +$43K +800 +5%
TG
882
Threshold Group
Washington
$859K +$859K +16,000 New
AFG
883
Albion Financial Group
Utah
$857K – – –
CAL
884
Capital Analysts LLC
Pennsylvania
$847K +$38.2K +712 +5%
MS
885
Marshall & Sullivan
Washington
$846K – – –
SIAP
886
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$842K – – –
HCMT
887
Highland Capital Management (Tennessee)
Tennessee
$842K +$194K +3,614 +30%
BCM
888
Brown Capital Management
Maryland
$838K -$50.7K -944 -6%
LWAC
889
Laurel Wealth Advisors (California)
California
$834K +$51.5K +960 +7%
DWM
890
Darwin Wealth Management
Florida
$833K +$134K +2,501 +19%
IH
891
IFC Holdings
Florida
$825K -$296K -5,530 -26%
BOS
892
Bingham Osborn & Scarborough
California
$820K +$293K +5,457 +56%
GFPC
893
Global Financial Private Capital
Florida
$817K +$561K +10,443 +219%
SNT
894
Security National Trust
West Virginia
$816K – – –
MFW
895
Mosaic Family Wealth
Missouri
$816K +$48.6K +905 +6%
VF
896
Virtu Financial
New York
$816K +$816K +15,199 New
BCM
897
Brookmont Capital Management
Texas
$814K +$5.96K +111 +0.7%
SIM
898
Sonora Investment Management
Arizona
$812K +$623K +11,600 +330%
DT
899
Diversified Trust
Tennessee
$809K -$19.1K -355 -2%
CONA
900
Capital One National Association
New York
$807K -$843K -15,693 -51%
34 35
36
37 38