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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 %
Cetera Investment Advisers
976
Cetera Investment Advisers
Illinois
$586K -$458K -8,533 -44%
PV
977
Private Vista
Illinois
$586K +$242K +4,502 +70%
PCMM
978
Private Capital Management (Minnesota)
Minnesota
$585K +$83.2K +1,550 +17%
SS
979
Sunbelt Securities
Texas
$578K +$578K +10,755 New
PFA
980
Paradigm Financial Advisors
Missouri
$576K – – –
Balyasny Asset Management
981
Balyasny Asset Management
Illinois
$574K -$6.64M -123,606 -92%
VWA
982
V Wealth Advisors
Kansas
$574K +$286K +5,298 +99%
CAAS
983
Capital Asset Advisory Services
Michigan
$572K -$34.9K -650 -6%
ATC
984
Argent Trust Co
Tennessee
$572K +$102K +1,901 +22%
SLF
985
Sun Life Financial
Ontario, Canada
$569K +$2.68K +50 +0.5%
AGM
986
Alpine Global Management
New York
$565K +$565K +10,521 New
PP
987
Pegasus Partners
Wisconsin
$560K +$1.08K +20 +0.2%
BC
988
Bartlett & Co
Ohio
$557K – – –
WIM
989
Westside Investment Management
California
$556K – – –
WI
990
WrapManager Inc
California
$553K -$47K -876 -8%
DWT
991
Dorsey & Whitney Trust
South Dakota
$549K -$113K -2,109 -17%
FANJ
992
Financial Architects (New Jersey)
New Jersey
$547K +$57.2K +1,066 +12%
FIM
993
Freedom Investment Management
Connecticut
$545K -$395K -7,356 -42%
CCA
994
Checchi Capital Advisers
California
$545K -$26.9K -501 -5%
IIC
995
Integrated Investment Consultants
Michigan
$543K – – –
SMG
996
Spectrum Management Group
Indiana
$542K -$29.2K -543 -5%
CSIC
997
Clifford Swan Investment Counsel
California
$540K -$123K -2,282 -19%
CB
998
Chemical Bank
Michigan
$539K -$373K -6,935 -41%
GC
999
Gruss & Co
Florida
$537K +$269K +5,000 +100%
PBT
1000
Pictet Bank & Trust
Bahamas
$533K -$526K -9,800 -50%
38 39
40
41 42