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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 %
NEPWA
1001
New England Private Wealth Advisors
Massachusetts
$531K – – –
Members Trust
1002
Members Trust
Florida
$530K -$5K -93 -0.9%
FNBOH
1003
First National Bank of Hutchinson
Kansas
$528K -$28.3K -524 -5%
SA
1004
Strategic Advisors
New York
$525K -$455K -8,479 -46%
WP
1005
WMS Partners
Maryland
$523K +$29.8K +555 +6%
TSWM
1006
Triangle Securities Wealth Management
North Carolina
$522K +$58.8K +1,095 +13%
FNT
1007
First National Trust
Pennsylvania
$521K +$18.6K +347 +4%
SGCA
1008
Steel Grove Capital Advisors
Tennessee
$520K -$5.37K -100 -1%
TCM
1009
Traynor Capital Management
Pennsylvania
$516K -$180K -3,304 -26%
KWM
1010
Kingsview Wealth Management
Oregon
$513K +$18.7K +349 +4%
HHGA
1011
Halbert Hargrove Global Advisors
California
$508K -$9.34K -174 -2%
CBB
1012
Citizens Business Bank
California
$507K +$30.1K +561 +6%
GCP
1013
GSA Capital Partners
United Kingdom
$506K -$2.24M -41,758 -82%
CG
1014
Cutler Group
California
$506K -$1.83M -34,023 -78%
Fuller & Thaler Asset Management
1015
Fuller & Thaler Asset Management
California
$505K +$505K +9,400 New
OCM
1016
One Capital Management
California
$504K +$34.4K +640 +7%
BA
1017
BKS Advisors
Michigan
$503K +$26.8K +500 +6%
AIM
1018
Advantage Investment Management
Iowa
$499K +$423K +7,886 +559%
PP
1019
Patten & Patten
Tennessee
$498K +$30.9K +576 +7%
TRCT
1020
Tower Research Capital (TRC)
New York
$498K +$287K +5,352 +136%
CT
1021
Coastline Trust
Rhode Island
$498K +$313K +5,820 +169%
CCM
1022
Consolidated Capital Management
California
$498K +$498K +9,277 New
GJIC
1023
Gamble Jones Investment Counsel
California
$497K -$76.7K -1,428 -13%
IPAM
1024
ICICI Prudential Asset Management
India
$494K – – –
NFG
1025
Next Financial Group
Texas
$493K +$50.7K +910 +11%
39 40
41
42 43