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1,194 hedge funds and large institutions have $56.9B invested in Starbucks in 2015 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 438 increasing their positions, 507 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 54

21% more funds holding in top 10

Funds holding in top 10: 7186 (+15)

12% more capital invested

Capital invested by funds: $50.8B → $56.9B (+$6.1B)

5% more funds holding

Funds holding: 1,1421,194 (+52)

7% more call options, than puts

Call options by funds: $747M | Put options by funds: $697M

14% less repeat investments, than reductions

Existing positions increased: 438 | Existing positions reduced: 507

Holders
1,194
Holders Change
+52
Holders Change %
+4.55%
% of All Funds
32.17%
Holding in Top 10
86
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.13%
% of All Funds
2.32%
New
117
Increased
438
Reduced
507
Closed
54
Calls
$747M
Puts
$697M
Net Calls
+$49.2M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
WP
1101
WealthPLAN Partners
Nebraska
$100K -$16K -316 -14%
AWM
1102
AllSquare Wealth Management
New York
$100K -$1.98K -39 -2%
AIM
1103
Advantage Investment Management
Iowa
$97K
EWM
1104
Endurance Wealth Management
Rhode Island
$97K +$91.3K +1,800 New
ACM
1105
Aviance Capital Management
Florida
$97K +$91.6K +1,806 New
JFA
1106
JNBA Financial Advisors
Minnesota
$88K -$40.6K -800 -33%
SSG
1107
Summit Securities Group
New York
$86K -$6.77M -133,400 -99%
CS
1108
Credential Securities
$84.5K +$80K +1,576 New
CAW
1109
Cornerstone Advisors (Washington)
Washington
$84K +$38.6K +760 +93%
MAS
1110
Madden Advisory Services
Florida
$81K +$77.2K +1,521 New
PSI
1111
Pinnacle Summer Investments
Virginia
$75K -$55.9K -1,102 -44%
SHJ
1112
Sharkey, Howes & Javer
Colorado
$72K
LWA
1113
Lowe Wealth Advisors
Maryland
$60K
TCM
1114
TD Capital Management
Tennessee
$60K +$152 +3 +0.3%
NCM
1115
Nelson Capital Management
California
$59K -$32.5K -640 -37%
SIG
1116
Stanford Investment Group
California
$59K -$5.83K -115 -9%
SJIM
1117
St. Johns Investment Management
Florida
$59K
BL
1118
Balentine LLC
Georgia
$58K +$4.57K +90 +9%
CFSG
1119
Community Financial Services Group
Vermont
$57K
TIM
1120
Tortoise Investment Management
New York
$55K
FMB
1121
Field & Main Bank
Kentucky
$54K
ED
1122
Exane Derivatives
France
$49.8K -$122K -2,412 -72%
HF
1123
Hoxton Financial
West Virginia
$44K +$1.12K +22 +3%
BC
1124
Blackhill Capital
New Jersey
$43K
LWM
1125
LBA Wealth Management
Florida
$43K