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Starbucks
SBUX

Overview Fund Activity

1,741 hedge funds and large institutions have $72.1B invested in Starbucks in 2019 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 579 increasing their positions, 804 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,741
Holders Change
+41
Holders Change %
+2.41%
% of All Funds
37.87%
Holding in Top 10
94
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.05%
% of All Funds
2.04%
New
136
Increased
579
Reduced
804
Closed
73
Calls
$983M
Puts
$1.1B
Net Calls
-$118M
Net Calls Change
+$40.2M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$603M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$382M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$302M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$255M
5
Invesco
Invesco
Georgia
+$227M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$652M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$200M
3
Lazard Asset Management
Lazard Asset Management
New York
-$197M
4
Polen Capital Management
Polen Capital Management
Florida
-$191M
5
Capital International Investors
Capital International Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
1076
RBA Wealth Management
California
$842K -$6.79K -81 -0.8%
MHIC
1077
Marble Harbor Investment Counsel
Massachusetts
$842K – – –
BCWM
1078
Bartlett & Co Wealth Management
Ohio
$841K +$2.26K +27 +0.3%
BC
1079
Bartlett & Co
Ohio
$841K +$2.26K +27 +0.3%
UMA
1080
USA Mutuals Advisors
Texas
$838K – – –
PVH
1081
Psagot Value Holdings
Israel
$838K – – –
PAM
1082
Palisade Asset Management
Minnesota
$838K – – –
HHII
1083
H&H International Investment
California
$838K – – –
HSA
1084
HBK Sorce Advisory
Pennsylvania
$835K +$145K +1,724 +21%
CWM
1085
Centric Wealth Management
Illinois
$828K +$25.6K +305 +3%
NIM
1086
Northeast Investment Management
Massachusetts
$828K +$275K +3,275 +50%
SWMG
1087
Signature Wealth Management Group
Georgia
$826K +$30K +342 +4%
CCM
1088
CWH Capital Management
Washington
$821K -$86.1K -1,026 -9%
CB
1089
CNB Bank
Pennsylvania
$819K -$120K -1,432 -13%
RC
1090
RegentAtlantic Capital
New Jersey
$817K -$37.7K -450 -4%
Fisher Asset Management
1091
Fisher Asset Management
Washington
$817K +$67.9K +810 +9%
IA
1092
IFG Advisory
Georgia
$812K -$634K -7,575 -44%
HCM
1093
Hollencrest Capital Management
California
$812K +$1.09K +13 +0.1%
FMTC
1094
Farmers & Merchants Trust Company
California
$810K +$55.4K +660 +7%
DA
1095
Duality Advisers
Florida
$808K -$11.9M -142,250 -94%
EGM
1096
Engineers Gate Manager
New York
$806K -$1.59M -19,010 -66%
IWA
1097
Independence Wealth Advisors
Virginia
$806K – – –
WC
1098
Whitnell & Co
Illinois
$805K – – –
IWM
1099
IHT Wealth Management
Illinois
$797K -$255K -3,041 -24%
Verition Fund Management
1100
Verition Fund Management
Connecticut
$796K -$1.55M -18,527 -66%
42 43
44
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