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SBUX

Overview Fund Activity

1,422 hedge funds and large institutions have $59.6B invested in Starbucks in 2017 Q1 according to their latest regulatory filings, with 119 funds opening new positions, 531 increasing their positions, 629 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,422
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
35.45%
Holding in Top 10
58
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-12.12%
% of All Funds
1.45%
New
119
Increased
531
Reduced
629
Closed
101
Calls
$1.04B
Puts
$1.43B
Net Calls
-$393M
Net Calls Change
-$145M

Top Buyers

1
BlackRock
BlackRock
New York
+$4.8B
2
MAM
Magellan Asset Management
Australia
+$1.09B
3
Sands Capital Management
Sands Capital Management
Virginia
+$560M
4
Capital World Investors
Capital World Investors
California
+$290M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$258M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.34B
2
Jennison Associates
Jennison Associates
New York
-$1.1B
3
Brown Advisory
Brown Advisory
Maryland
-$291M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$167M
5
Millennium Management
Millennium Management
New York
-$163M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
901
Nations Financial Group
Iowa
$894K -$11.7K -200 -1%
RWP
902
RWA Wealth Partners
Massachusetts
$894K +$577K +9,889 +182%
CG
903
Caprock Group
Idaho
$887K -$776K -13,300 -47%
SNT
904
Security National Trust
West Virginia
$887K – – –
BIC
905
Bridges Investment Counsel
Nebraska
$883K -$803K -13,757 -48%
DT
906
Diversified Trust
Tennessee
$880K -$9.81K -168 -1%
MFW
907
Mosaic Family Wealth
Missouri
$875K +$255K +4,369 +41%
PIM
908
Profit Investment Management
Maryland
$871K – – –
RG
909
Rathbones Group
United Kingdom
$864K +$141K +2,415 +20%
IAA
910
Independent Advisor Alliance
North Carolina
$858K +$130K +2,231 +18%
TPWA
911
TRUE Private Wealth Advisors
Oregon
$857K +$38.8K +670 +5%
OFS
912
Orrstown Financial Services
Pennsylvania
$851K -$40.2K -689 -5%
WIS
913
Wright Investors Service
Connecticut
$849K -$441K -7,546 -34%
GXMC
914
Global X Management Company
New York
$849K +$80.2K +1,374 +10%
SIAP
915
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$838K +$838K +14,350 New
Fisher Asset Management
916
Fisher Asset Management
Washington
$830K +$120K +2,052 +17%
BB
917
Bell Bank
North Dakota
$825K -$2.92K -50 -0.4%
LWAC
918
Laurel Wealth Advisors (California)
California
$824K +$317K +5,437 +63%
FB
919
Fulton Bank
Pennsylvania
$823K -$681K -11,657 -45%
CLOS
920
Compagnie Lombard Odier SCmA
Switzerland
$819K -$201K -3,450 -20%
DAM
921
Deltec Asset Management
New York
$817K -$1.25M -21,500 -61%
CAL
922
Capital Analysts LLC
Pennsylvania
$806K -$2.36M -40,412 -75%
ED
923
Exane Derivatives
France
$802K -$21.1K -361 -3%
SFA
924
Sequoia Financial Advisors
Ohio
$802K -$40.1K -686 -5%
RFA
925
Reilly Financial Advisors
California
$802K +$24.9K +426 +3%
35 36
37
38 39