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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 %
AFP
1051
Ausdal Financial Partners
Iowa
$444K -$1.94K -36 -0.4%
SCM
1052
Sterling Capital Management
North Carolina
$442K +$442K +8,238 New
TC
1053
Telemus Capital
Michigan
$441K -$108K -2,006 -20%
PFS
1054
Prospera Financial Services
Texas
$438K -$37K -688 -8%
ORI
1055
Oak Ridge Investments
Illinois
$437K -$8.77M -163,102 -95%
HS
1056
Huntington Steele
Pennsylvania
$436K -$161 -3 -0%
BWM
1057
BigSur Wealth Management
Florida
$435K – – –
PM
1058
Parametrica Management
Hong Kong
$433K +$805 +15 +0.2%
WSTAM
1059
Wilbanks Smith & Thomas Asset Management
Virginia
$433K +$40.5K +754 +10%
CAG
1060
Crestwood Advisors Group
Massachusetts
$431K -$46.7K -870 -10%
HCM
1061
Hengehold Capital Management
Ohio
$429K +$16.1K +300 +4%
CFA
1062
Capstone Financial Advisors
Illinois
$426K -$130K -2,413 -23%
CCP
1063
Corient Capital Partners
California
$421K -$46K -858 -10%
MCM
1064
Manchester Capital Management
Vermont
$421K – – –
IC
1065
Intersect Capital
California
$419K +$12.9K +240 +3%
LFR
1066
Lehman Financial Resources
Pennsylvania
$419K +$22K +410 +6%
APP
1067
Avantax Planning Partners
Iowa
$416K +$105K +1,950 +34%
GIA
1068
GHP Investment Advisors
Colorado
$412K +$966 +18 +0.2%
PP
1069
PagnatoKarp Partners
Virginia
$412K +$11.4K +212 +3%
HK
1070
Horizon Kinetics
New York
$411K +$17K +317 +4%
BCM
1071
Bluefin Capital Management
New York
$410K -$30.7K -572 -7%
KTC
1072
Kistler-Tiffany Companies
Pennsylvania
$410K -$8.26K -154 -2%
CAM
1073
Cypress Asset Management
Texas
$407K -$48.3K -900 -11%
BMCM
1074
Bryn Mawr Capital Management
Pennsylvania
$407K – – –
RWA
1075
River Wealth Advisors
Pennsylvania
$406K -$33.3K -620 -8%
41 42
43
44 45