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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 %
CWM
1126
Cornerstone Wealth Management
Missouri
$342K +$17.3K +316 +5%
MCM
1127
MV Capital Management
Maryland
$332K -$33.2K -619 -9%
ACP
1128
Aviance Capital Partners
Florida
$331K -$3.03M -56,356 -90%
TIA
1129
Tiemann Investment Advisors
California
$327K -$10.7K -200 -3%
NA
1130
NewEdge Advisors
Louisiana
$324K +$64.5K +1,171 +25%
WIP
1131
Wellesley Investment Partners
Massachusetts
$323K – – –
TNB
1132
Thomasville National Bank
Georgia
$322K -$28.8K -538 -8%
TSS
1133
Thomas Story & Son
Indiana
$322K – – –
AIA
1134
AIMZ Investment Advisors
California
$321K – – –
IWM
1135
IHT Wealth Management
Illinois
$317K +$101K +1,834 +47%
JWA
1136
JFS Wealth Advisors
Pennsylvania
$314K +$1.24K +23 +0.4%
FPB
1137
First PREMIER Bank
South Dakota
$314K +$22.5K +420 +8%
AL
1138
Aspiriant LLC
California
$312K -$44.8K -835 -13%
WA
1139
Waverly Advisors
Alabama
$312K -$4.93K -92 -2%
FHA
1140
Flagship Harbor Advisors
Massachusetts
$311K -$8.45K -151 -3%
CWM
1141
Circle Wealth Management
New Jersey
$311K +$14.1K +263 +5%
SWA
1142
Sutton Wealth Advisors
Florida
$310K -$2.58K -48 -0.8%
LCP
1143
Legacy Capital Partners
Wisconsin
$309K -$14K -261 -4%
KM
1144
Kalos Management
Georgia
$309K +$309K +5,767 New
CIA
1145
Capital Investment Advisors
Georgia
$308K -$28.5K -530 -8%
SCI
1146
S&CO Inc
Massachusetts
$306K – – –
NERM
1147
New England Research & Management
Illinois
$301K -$32.3K -600 -10%
KSA
1148
Ken Stern & Associates
California
$300K -$4.41K -82 -1%
GIA
1149
Guyasuta Investment Advisors
Pennsylvania
$296K +$296K +5,505 New
Carson Wealth (CWM LLC)
1150
Carson Wealth (CWM LLC)
Nebraska
$295K +$11.2K +208 +4%
44 45
46
47 48