SBUX icon

Starbucks
SBUX

Overview Fund Activity

1,193 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, 506 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
+52
Holders Change %
+4.56%
% 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
506
Closed
54
Calls
$747M
Puts
$697M
Net Calls
+$49.2M
Net Calls Change
+$117M

Top Buyers

1
Bank of New York Mellon
1
Bank of New York Mellon
New York
$1.77B
2
Jennison Associates
2
Jennison Associates
New York
$1.56B
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$159M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$150M
5
Capital International Investors
5
Capital International Investors
California
$536M

Top Sellers

1
Northern Trust
1
Northern Trust
Illinois
$1.32B
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$519M
3
State Street
3
State Street
Massachusetts
$3.09B
4
Westfield Capital Management
4
Westfield Capital Management
Massachusetts
$1.73M
5
Invesco
5
Invesco
Georgia
$770M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1101
AllSquare Wealth Management
New York
$100K -$2.1K -39 -2%
AIM
1102
Advantage Investment Management
Iowa
$97K – – –
EWM
1103
Endurance Wealth Management
Rhode Island
$97K +$97K +1,800 New
ACM
1104
Aviance Capital Management
Florida
$97K +$97K +1,806 New
JFA
1105
JNBA Financial Advisors
Minnesota
$88K -$42.9K -800 -33%
SSG
1106
Summit Securities Group
New York
$86K -$7.17M -133,400 -99%
CS
1107
Credential Securities
$84.5K +$84.5K +1,576 New
CAW
1108
Cornerstone Advisors (Washington)
Washington
$84K +$40.6K +760 +93%
MAS
1109
Madden Advisory Services
Florida
$81K +$81K +1,521 New
PSI
1110
Pinnacle Summer Investments
Virginia
$75K -$59K -1,102 -44%
SHJ
1111
Sharkey, Howes & Javer
Colorado
$72K – – –
LWA
1112
Lowe Wealth Advisors
Maryland
$60K – – –
TCM
1113
TD Capital Management
Tennessee
$60K +$161 +3 +0.3%
NCM
1114
Nelson Capital Management
California
$59K -$34.1K -640 -37%
SIG
1115
Stanford Investment Group
California
$59K -$6.15K -115 -9%
SJIM
1116
St. Johns Investment Management
Florida
$59K – – –
BL
1117
Balentine LLC
Georgia
$58K +$4.86K +90 +9%
CFSG
1118
Community Financial Services Group
Vermont
$57K – – –
TIM
1119
Tortoise Investment Management
New York
$55K – – –
FMB
1120
Field & Main Bank
Kentucky
$54K – – –
ED
1121
Exane Derivatives
France
$49.8K -$129K -2,412 -72%
HF
1122
Hoxton Financial
West Virginia
$44K +$1.18K +22 +3%
BC
1123
Blackhill Capital
New Jersey
$43K – – –
LWM
1124
LBA Wealth Management
Florida
$43K – – –
AC
1125
Alexandria Capital
Virginia
$41K -$324 -6 -0.8%
43 44
45
46 47