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SBUX

Overview Fund Activity

1,435 hedge funds and large institutions have $60.5B invested in Starbucks in 2017 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 623 increasing their positions, 515 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,435
Holders Change
+13
Holders Change %
+0.91%
% of All Funds
35.83%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
1.35%
New
109
Increased
623
Reduced
515
Closed
82
Calls
$778M
Puts
$1.45B
Net Calls
-$673M
Net Calls Change
-$280M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$784M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$727M
3
Morgan Stanley
Morgan Stanley
New York
+$482M
4
Sands Capital Management
Sands Capital Management
Virginia
+$193M
5
Renaissance Technologies
Renaissance Technologies
New York
+$193M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$534M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$195M
3
HMP
HS Management Partners
New York
-$124M
4
Citadel Advisors
Citadel Advisors
Florida
-$116M
5
CGT
Capital Guardian Trust
California
-$95.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIP
1151
Wellesley Investment Partners
Massachusetts
$351K – – –
LCP
1152
Legacy Capital Partners
Wisconsin
$351K +$351K +6,011 New
BFM
1153
Boston Financial Management
Massachusetts
$350K -$61.9K -1,062 -15%
TSS
1154
Thomas Story & Son
Indiana
$350K – – –
BCM
1155
Blume Capital Management
California
$350K – – –
AIA
1156
AIMZ Investment Advisors
California
$349K – – –
PAS
1157
Partnervest Advisory Services
California
$346K +$53.8K +922 +18%
WA
1158
Waverly Advisors
Alabama
$345K +$3.74K +64 +1%
FC
1159
Ferris Capital
Massachusetts
$344K +$344K +5,894 New
CWM
1160
Cornerstone Wealth Management
Missouri
$343K +$61.7K +1,070 +22%
JWA
1161
JFS Wealth Advisors
Pennsylvania
$340K +$2.39K +41 +0.7%
SWA
1162
Sutton Wealth Advisors
Florida
$339K +$2.8K +48 +0.8%
APP
1163
Avantax Planning Partners
Iowa
$338K +$31K +532 +10%
SCI
1164
S&CO Inc
Massachusetts
$332K – – –
FHA
1165
Flagship Harbor Advisors
Massachusetts
$332K +$523 +9 +0.2%
NCM
1166
Noesis Capital Mangement
Florida
$331K -$4.95K -85 -1%
JFGIW
1167
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$330K -$242K -4,159 -42%
KSA
1168
Ken Stern & Associates
California
$330K +$1.34K +23 +0.4%
SXL
1169
Summit X LLC
Missouri
$329K +$329K +5,689 New
JIC
1170
Joel Isaacson & Co
New York
$328K +$583 +10 +0.2%
CFA
1171
Carroll Financial Associates
North Carolina
$322K +$117 +2 +0%
CWM
1172
Circle Wealth Management
New Jersey
$322K +$1.23K +21 +0.4%
AWA
1173
Arete Wealth Advisors
Illinois
$319K +$41.9K +720 +15%
FPB
1174
First PREMIER Bank
South Dakota
$317K +$41.2K +707 +15%
NWP
1175
Northstar Wealth Partners
Connecticut
$315K -$1.5K -26 -0.5%
45 46
47
48 49