SBUX icon

Starbucks
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 %
GBT
1101
Grove Bank & Trust
Florida
$366K +$1.93K +36 +0.5%
SXL
1102
Summit X LLC
Missouri
$366K +$59.3K +1,100 +19%
NSB
1103
Norway Savings Bank
Maine
$365K +$8.05K +150 +2%
Koshinski Asset Management
1104
Koshinski Asset Management
Illinois
$364K -$3.49K -65 -0.9%
BCM
1105
BTC Capital Management
Iowa
$363K -$269K -4,991 -43%
Fisher Asset Management
1106
Fisher Asset Management
Washington
$363K -$32.8K -610 -8%
SIC
1107
Sigma Investment Counselors
Michigan
$363K -$7.14K -133 -2%
PIM
1108
Penobscot Investment Management
Massachusetts
$363K – – –
MCM
1109
Maryland Capital Management
Maryland
$363K +$31.7K +590 +10%
BMM
1110
Buffington Mohr McNeal
Idaho
$361K -$44.8K -817 -11%
NHC
1111
Nicholas Hoffman & Company
Georgia
$361K -$13.4K -250 -4%
LC
1112
Lourd Capital
California
$360K +$2.52K +47 +0.7%
WP
1113
WealthPLAN Partners
Nebraska
$360K +$3.65K +68 +1%
FAM
1114
Fred Alger Management
New York
$356K -$45.2M -842,696 -99%
B
1115
Brightworth
Georgia
$356K +$356K +6,619 New
AFNAS
1116
American Financial Network Advisory Services
California
$356K +$356K +6,633 New
BIC
1117
Bridges Investment Counsel
Nebraska
$352K -$1.17M -21,832 -77%
AB
1118
Atlas Brown
Kentucky
$352K – – –
SWM
1119
SVA Wealth Management
Wisconsin
$350K -$1.54M -28,713 -82%
SPWA
1120
SteelBridge Private Wealth Advisors
Florida
$350K – – –
HIC
1121
Holderness Investments Company
North Carolina
$347K +$322 +6 +0.1%
NFG
1122
NewFocus Financial Group
Washington
$347K +$7.1K +132 +2%
EAM
1123
Evanson Asset Management
California
$344K -$5.36K -100 -2%
ATC
1124
Adirondack Trust Company
New York
$343K -$11.8K -220 -3%
HCM
1125
Hollencrest Capital Management
California
$342K -$37.3K -695 -10%
43 44
45
46 47