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Starbucks
SBUX

Overview Fund Activity

1,423 hedge funds and large institutions have $56.6B invested in Starbucks in 2016 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 545 increasing their positions, 542 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,423
Holders Change
+88
Holders Change %
+6.59%
% of All Funds
35.63%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
1.65%
New
185
Increased
545
Reduced
542
Closed
77
Calls
$1.06B
Puts
$1.31B
Net Calls
-$248M
Net Calls Change
-$3.77M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$307M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$301M
3
Capital World Investors
Capital World Investors
California
+$272M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$175M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$126M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$571M
2
JHIU
Janus Henderson Investors US
Colorado
-$204M
3
Wells Fargo
Wells Fargo
California
-$152M
4
MTB
Mizuho Trust & Banking
Japan
-$127M
5
BIT
BlackRock Institutional Trust
California
-$89.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
951
Savant Capital
Illinois
$733K +$42.9K +773 +6%
GXMC
952
Global X Management Company
New York
$731K +$66.2K +1,192 +10%
DWT
953
Dorsey & Whitney Trust
South Dakota
$725K +$46.4K +835 +7%
SGCA
954
Steel Grove Capital Advisors
Tennessee
$725K +$404K +7,279 +126%
GWCM
955
Godshalk Welsh Capital Management
Pennsylvania
$722K -$22.2K -400 -3%
IAA
956
Independent Advisor Alliance
North Carolina
$721K +$721K +12,511 New
EHWM
957
Eads & Heald Wealth Management
Georgia
$716K -$1.94K -35 -0.3%
CFG
958
Citizens Financial Group
Rhode Island
$705K -$42.1K -757 -6%
PCMM
959
Private Capital Management (Minnesota)
Minnesota
$702K -$158K -2,850 -18%
WPW
960
Waldron Private Wealth
Pennsylvania
$694K -$24.1K -434 -3%
IDBONY
961
Israel Discount Bank of New York
New York
$694K +$694K +12,502 New
MHIC
962
Marble Harbor Investment Counsel
Massachusetts
$692K – – –
PFS
963
Prospera Financial Services
Texas
$689K -$47.4K -848 -6%
RG
964
Rathbones Group
United Kingdom
$687K +$44.4K +800 +7%
TCM
965
Traynor Capital Management
Pennsylvania
$685K -$2.01K -36 -0.3%
FNT
966
First National Trust
Pennsylvania
$685K +$55.5K +999 +9%
LNC
967
Lincoln National Corp
Pennsylvania
$682K -$382K -6,885 -36%
BG
968
Bahl & Gaynor
Ohio
$681K +$20.6K +371 +3%
MCA
969
Mercer Capital Advisers
New Jersey
$677K +$1.39K +25 +0.2%
BCM
970
BTC Capital Management
Iowa
$676K +$167K +3,010 +33%
IFAM
971
Institutional & Family Asset Management
Colorado
$675K -$44.8K -807 -6%
Fisher Asset Management
972
Fisher Asset Management
Washington
$675K +$108K +1,948 +19%
MCM
973
Mengis Capital Management
Oregon
$673K +$22.8K +410 +4%
TCM
974
Telos Capital Management
California
$672K +$8.22K +148 +1%
VWM
975
Venturi Wealth Management
Texas
$666K -$111K -2,000 -14%
37 38
39
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