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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 %
VI
1151
Versor Investments
New York
$295K +$295K +5,500 New
WPP
1152
Whalerock Point Partners
Rhode Island
$292K +$43K +800 +17%
AssetMark Inc
1153
AssetMark Inc
California
$291K +$10.8K +201 +4%
JFGIW
1154
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$289K -$16.1K -300 -5%
FWP
1155
FAS Wealth Partners
Kansas
$289K +$215 +4 +0.1%
PNC
1156
Park National Corp
Ohio
$289K +$1.77K +33 +0.6%
AT
1157
Argent Trust
Texas
$288K -$536 -10 -0.2%
HWA
1158
Heritage Wealth Advisors
Virginia
$288K +$20.2K +376 +8%
NGA
1159
Naples Global Advisors
Florida
$284K +$5.21K +97 +2%
AIM
1160
Acropolis Investment Management
Missouri
$284K +$26.3K +490 +10%
CCM
1161
Cadence Capital Management
Massachusetts
$281K -$1.66M -30,938 -86%
AC
1162
Abbrea Capital
California
$281K -$80.1K -1,490 -22%
BFM
1163
Boston Financial Management
Massachusetts
$278K -$44.8K -833 -14%
AIA
1164
Avalon Investment & Advisory
Texas
$278K +$44.8K +833 +19%
TG
1165
TLP Group
Illinois
$276K +$39.6K +739 +17%
BONST
1166
Bank of Nova Scotia Trust
Ontario, Canada
$274K +$17.7K +328 +7%
AWM
1167
AllSquare Wealth Management
New York
$274K +$274K +5,100 New
AFA
1168
Abacus FCF Advisors
Florida
$270K +$39.6K +738 +17%
FLI
1169
Family Legacy Inc
South Carolina
$269K -$832K -15,466 -76%
ZIG
1170
Zuckerman Investment Group
Illinois
$269K – – –
HIMC
1171
Heritage Investors Management Corp
Maryland
$267K – – –
RPG
1172
Risk Paradigm Group
Texas
$267K -$134K -2,500 -33%
BHTS
1173
Bar Harbor Trust Services
Maine
$265K -$54 -1 -0%
RA
1174
Rational Advisors
New York
$263K -$378K -7,048 -59%
FMWA
1175
Forvis Mazars Wealth Advisors
Missouri
$260K -$16K -299 -6%
45 46
47
48 49