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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 %
RCAMU
976
Rothschild & Co Asset Management US
Connecticut
$633K +$1.75K +30 +0.3%
CFA
977
Capstone Financial Advisors
Illinois
$630K -$68K -1,165 -10%
FANJ
978
Financial Architects (New Jersey)
New Jersey
$630K -$13.6K -233 -2%
I
979
IberiaBank
Louisiana
$627K +$350K +5,982 +126%
PFA
980
Paradigm Financial Advisors
Missouri
$626K -$9.63K -165 -2%
FBFS
981
First Business Financial Services
Wisconsin
$626K +$626K +10,729 New
FBT
982
First Bankers Trust
Kentucky
$620K +$47.4K +812 +8%
SMG
983
Spectrum Management Group
Indiana
$619K -$394K -6,743 -39%
IHL
984
Investment House LLC
California
$619K +$35K +600 +6%
CAG
985
Crestwood Advisors Group
Massachusetts
$616K -$533K -8,810 -46%
GJIC
986
Gamble Jones Investment Counsel
California
$615K -$9.99K -171 -2%
WPA
987
West Paces Advisors
Georgia
$614K – – –
BDF
988
Balasa Dinverno & Foltz
$610K +$26.6K +455 +5%
WI
989
WrapManager Inc
California
$609K +$41.9K +717 +7%
PP
990
Pegasus Partners
Wisconsin
$607K – – –
BC
991
Bartlett & Co
Ohio
$606K -$30.7K -525 -5%
RCM
992
Radnor Capital Management
Pennsylvania
$605K -$40.9K -700 -6%
CSIC
993
Clifford Swan Investment Counsel
California
$604K +$51.5K +882 +9%
ZCA
994
Zeke Capital Advisors
Pennsylvania
$601K +$192K +3,291 +47%
FAM
995
Fortaleza Asset Management
Illinois
$596K – – –
FNBOH
996
First National Bank of Hutchinson
Kansas
$593K -$19.3K -330 -3%
TC
997
Telemus Capital
Michigan
$592K +$146K +2,501 +33%
PFP
998
Pinnacle Financial Partners
Tennessee
$590K +$64.6K +1,106 +12%
BCM
999
Becker Capital Management
Oregon
$587K – – –
MIS
1000
Morningstar Investment Services
Illinois
$587K +$587K +10,046 New
38 39
40
41 42