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Starbucks
SBUX

Overview Fund Activity

1,741 hedge funds and large institutions have $72.1B invested in Starbucks in 2019 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 579 increasing their positions, 804 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,741
Holders Change
+41
Holders Change %
+2.41%
% of All Funds
37.87%
Holding in Top 10
94
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.05%
% of All Funds
2.04%
New
136
Increased
579
Reduced
804
Closed
73
Calls
$983M
Puts
$1.1B
Net Calls
-$118M
Net Calls Change
+$40.2M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$603M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$382M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$302M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$255M
5
Invesco
Invesco
Georgia
+$227M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$652M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$200M
3
Lazard Asset Management
Lazard Asset Management
New York
-$197M
4
Polen Capital Management
Polen Capital Management
Florida
-$191M
5
Capital International Investors
Capital International Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
ER
1126
Enlightenment Research
Florida
$738K +$738K +9,500 New
MWM
1127
Mission Wealth Management
California
$737K -$73.3K -874 -9%
OIM
1128
Orca Investment Management
Oregon
$737K +$737K +8,786 New
RMAM
1129
Raab & Moskowitz Asset Management
New Jersey
$732K -$119K -1,423 -14%
TH
1130
TCTC Holdings
Texas
$730K – – –
PSP
1131
Principal Street Partners
Tennessee
$730K +$129K +1,534 +21%
HFM
1132
Harvest Fund Management
China
$725K – – –
BHWM
1133
Bar Harbor Wealth Management
New Hampshire
$723K +$33.1K +395 +5%
HCM
1134
Hengehold Capital Management
Ohio
$718K – – –
AWM
1135
Altium Wealth Management
New York
$717K -$49.9K -595 -7%
MCM
1136
Manchester Capital Management
Vermont
$716K – – –
MFS
1137
Madrona Financial Services
Washington
$711K +$671 +8 +0.1%
SB
1138
Simmons Bank
Arkansas
$711K +$30.7K +366 +5%
KCM
1139
Kornitzer Capital Management
Kansas
$709K +$8.38K +100 +1%
PCAP
1140
Pratt Collard Advisory Partners
New York
$707K -$176K -2,100 -20%
GJIC
1141
Gamble Jones Investment Counsel
California
$705K – – –
SAM
1142
Shamrock Asset Management
Texas
$701K +$10.7K +128 +2%
LWM
1143
Liberty Wealth Management
California
$701K +$399K +4,764 +132%
MCM
1144
MV Capital Management
Maryland
$699K +$65.8K +785 +10%
HWA
1145
Heritage Wealth Advisors
Virginia
$699K +$325K +3,879 +87%
CWP
1146
Capital Wealth Planning
Florida
$697K -$951K -11,344 -58%
GC
1147
Grimes & Company
Massachusetts
$697K -$11.7K -140 -2%
HIM
1148
Hillsdale Investment Management
Ontario, Canada
$695K -$2.51K -30 -0.4%
CA
1149
Cambridge Advisors
Nebraska
$691K – – –
TWA
1150
TCI Wealth Advisors
Arizona
$686K -$19.5K -233 -3%
44 45
46
47 48