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Starbucks
SBUX

Overview Fund Activity

1,423 hedge funds and large institutions have $56.6B invested in Starbucks in 2016 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 545 increasing their positions, 542 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,423
Holders Change
+88
Holders Change %
+6.59%
% of All Funds
35.63%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
1.65%
New
185
Increased
545
Reduced
542
Closed
77
Calls
$1.06B
Puts
$1.31B
Net Calls
-$248M
Net Calls Change
-$3.77M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$307M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$301M
3
Capital World Investors
Capital World Investors
California
+$272M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$175M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$126M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$571M
2
JHIU
Janus Henderson Investors US
Colorado
-$204M
3
Wells Fargo
Wells Fargo
California
-$152M
4
MTB
Mizuho Trust & Banking
Japan
-$127M
5
BIT
BlackRock Institutional Trust
California
-$89.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
1151
CCM Investment Advisers
South Carolina
$326K -$46.3K -835 -12%
CHP
1152
Cable Hill Partners
Oregon
$322K +$3.95K +71 +1%
JWA
1153
JFS Wealth Advisors
Pennsylvania
$321K -$4.33K -78 -1%
SWA
1154
Sutton Wealth Advisors
Florida
$321K – – –
AWM
1155
AllSquare Wealth Management
New York
$317K +$210K +3,781 +196%
Carson Wealth (CWM LLC)
1156
Carson Wealth (CWM LLC)
Nebraska
$316K -$5.99K -108 -2%
SCI
1157
S&CO Inc
Massachusetts
$316K – – –
JIC
1158
Joel Isaacson & Co
New York
$311K +$611 +11 +0.2%
GLI
1159
Guardian Life Insurance
New York
$310K +$5.45K +98 +2%
DWM
1160
Darwin Wealth Management
Florida
$307K +$15K +271 +5%
KTC
1161
Kistler-Tiffany Companies
Pennsylvania
$307K +$59.3K +1,069 +24%
BONST
1162
Bank of Nova Scotia Trust
Ontario, Canada
$306K – – –
HCM
1163
Hilton Capital Management
New York
$306K – – –
MHS
1164
M Holdings Securities
Oregon
$306K +$306K +5,506 New
MMH
1165
Menora Mivtachim Holdings
Israel
$305K -$210K -3,780 -41%
FMWA
1166
Forvis Mazars Wealth Advisors
Missouri
$305K +$57.3K +1,034 +23%
BOS
1167
Bingham Osborn & Scarborough
California
$302K +$2.39K +43 +0.8%
LC
1168
LCNB Corp
Ohio
$301K +$301K +5,419 New
RWP
1169
RWA Wealth Partners
Massachusetts
$301K +$301K +5,428 New
FWP
1170
FAS Wealth Partners
Kansas
$300K +$1.56K +28 +0.5%
BWP
1171
Baldwin Wealth Partners
Massachusetts
$299K – – –
KSA
1172
Ken Stern & Associates
California
$298K -$16.7K -300 -5%
FCBT
1173
First Citizens Bank & Trust
North Carolina
$296K -$1K -18 -0.3%
MI
1174
Markston International
New York
$295K -$391K -7,060 -57%
LP
1175
LGL Partners
Pennsylvania
$295K – – –
45 46
47
48 49