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1,338 hedge funds and large institutions have $54.1B invested in Starbucks in 2016 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 562 increasing their positions, 540 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 562 | Existing positions reduced: 540

2% less funds holding

Funds holding: 1,3681,338 (-30)

7% less capital invested

Capital invested by funds: $57.9B → $54.1B (-$3.78B)

17% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 87

21% less call options, than puts

Call options by funds: $936M | Put options by funds: $1.18B

33% less funds holding in top 10

Funds holding in top 10: 8658 (-28)

Holders
1,338
Holders Change
-30
Holders Change %
-2.19%
% of All Funds
35.71%
Holding in Top 10
58
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-32.56%
% of All Funds
1.55%
New
72
Increased
562
Reduced
540
Closed
87
Calls
$936M
Puts
$1.18B
Net Calls
-$244M
Net Calls Change
-$224M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1126
FCG Advisors
New Jersey
$289K -$53.9K -963 -15%
FCBT
1127
First Citizens Bank & Trust
North Carolina
$289K -$11.9K -212 -4%
RIG
1128
Roosevelt Investment Group
New York
$288K -$35.3K -632 -11%
EWM
1129
Evermay Wealth Management
Virginia
$288K -$25.7K -460 -8%
WC
1130
Whitnell & Co
Illinois
$287K
LP
1131
LGL Partners
Pennsylvania
$286K
DWM
1132
Darwin Wealth Management
Florida
$285K -$53.2K -952 -15%
CAM
1133
CG Asset Management
New York
$283K -$259K -4,625 -47%
AFP
1134
Ausdal Financial Partners
Iowa
$282K -$51.6K -922 -15%
IAS
1135
IMA Advisory Services
Colorado
$282K
CFA
1136
Carroll Financial Associates
North Carolina
$282K +$23.3K +416 +9%
NGA
1137
Naples Global Advisors
Florida
$281K +$19.2K +343 +7%
RGC
1138
Roberts, Glore & Co
Illinois
$279K -$9.79K -175 -3%
GS
1139
Girard Securities
California
$278K -$166K -2,971 -37%
PNC
1140
Park National Corp
Ohio
$278K +$727 +13 +0.3%
TSWM
1141
Triangle Securities Wealth Management
North Carolina
$274K -$2.74K -49 -1%
EWM
1142
Elite Wealth Management
Washington
$273K -$44.7K -800 -14%
IP
1143
Investment Partners
Ohio
$273K +$282K +5,035 New
CLM
1144
ClearBridge LLC (Maryland)
Maryland
$272K
LC
1145
Lourd Capital
California
$271K -$19K -340 -6%
ZIG
1146
Zuckerman Investment Group
Illinois
$271K
NFG
1147
Nadler Financial Group
Illinois
$270K -$4.87K -87 -2%
BHTS
1148
Bar Harbor Trust Services
Maine
$268K
NCM
1149
Narwhal Capital Management
Georgia
$265K
MCM
1150
Maryland Capital Management
Maryland
$265K +$273K +4,890 New