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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 %
FP
1076
Foundry Partners
Minnesota
$406K – – –
RWA
1077
Ropes Wealth Advisors
Massachusetts
$403K – – –
FBA
1078
Front Barnett Associates
Illinois
$400K -$2.69K -50 -0.7%
ANRIA
1079
American National Registered Investment Advisor
Texas
$399K -$126K -2,350 -24%
MSR
1080
Main Street Research
Connecticut
$397K -$6.63M -123,503 -94%
SMC
1081
Smith, Moore & Co
Missouri
$396K +$396K +7,364 New
PAI
1082
Pittenger & Anderson Inc
Nebraska
$393K -$622K -11,585 -61%
PAS
1083
Partnervest Advisory Services
California
$392K +$73.8K +1,375 +23%
MCP
1084
Mirador Capital Partners
California
$390K +$54 +1 +0%
WMC
1085
Westwood Management Corporation
Illinois
$387K – – –
FC
1086
Ferris Capital
Massachusetts
$386K +$69.8K +1,300 +22%
PFS
1087
Physicians Financial Services
North Carolina
$384K – – –
RC
1088
RegentAtlantic Capital
New Jersey
$382K +$41.5K +774 +12%
SBA
1089
Seven Bridges Advisors
New York
$382K +$131K +2,441 +52%
PL
1090
Perpetual Ltd
Australia
$380K -$9.78M -176,332 -96%
MFS
1091
Madrona Financial Services
Washington
$380K – – –
BCM
1092
Blume Capital Management
California
$380K +$57.5K +1,070 +18%
PWSG
1093
Pacific Wealth Strategies Group
California
$380K +$166K +3,086 +77%
VWM
1094
Venturi Wealth Management
Texas
$377K – – –
BBI
1095
Baxter Bros Inc
Connecticut
$377K +$107 +2 +0%
CFA
1096
Carroll Financial Associates
North Carolina
$374K +$72.7K +1,332 +24%
BRF
1097
B. Riley Financial
California
$371K +$371K +6,911 New
WIA
1098
Westbourne Investment Advisors
Maryland
$370K +$10.7K +200 +3%
FCBT
1099
First Citizens Bank & Trust
North Carolina
$367K -$2.62M -48,726 -88%
AFM
1100
Abbot Financial Management
Massachusetts
$366K – – –
42 43
44
45 46