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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 %
SHCM
1176
Stokes & Hubbell Capital Management
Louisiana
$260K +$260K +4,839 New
KFA
1177
Kays Financial Advisory
Georgia
$259K -$16.3K -304 -6%
EWM
1178
Evermay Wealth Management
Virginia
$259K – – –
LCM
1179
Liberty Capital Management
Michigan
$258K – – –
TA
1180
TMD & Associates
Arizona
$256K +$17.3K +322 +7%
AIP
1181
ARS Investment Partners
New York
$255K -$5.37K -100 -2%
MI
1182
Markston International
New York
$255K – – –
MC
1183
Matisse Capital
Oregon
$254K -$1.56K -29 -0.6%
AMM
1184
American Money Management
California
$254K +$53.8K +1,001 +27%
FM
1185
Family Management
New York
$252K +$252K +4,695 New
SWA
1186
SFMG Wealth Advisors
Texas
$251K -$37.2K -691 -13%
BC
1187
Blueport Capital
Texas
$251K +$52.2K +973 +26%
PFP
1188
Pinnacle Financial Partners
Tennessee
$250K -$313K -5,830 -56%
SGK
1189
Steigerwald Gordon & Koch
Virginia
$250K -$6.33K -118 -2%
IUHSA
1190
Itau Unibanco Holding S.A.
Brazil
$248K +$234K +1,381 +1,726%
TA
1191
Tiedemann Advisors
New York
$245K -$933K -17,374 -79%
NSAM
1192
North Star Asset Management
Wisconsin
$245K +$10.7K +200 +5%
SSWM
1193
Sheets Smith Wealth Management
North Carolina
$242K – – –
CCT
1194
Chemung Canal Trust
New York
$241K -$2.92M -54,383 -92%
BAM
1195
Belpointe Asset Management
Nevada
$241K +$241K +4,482 New
GAM
1196
Gotham Asset Management
New York
$241K +$241K +4,493 New
GEA
1197
Glen Eagle Advisors
New Jersey
$238K -$212K -3,950 -47%
VDI
1198
Vaughan David Investments
Illinois
$237K -$13.2K -245 -5%
AA
1199
Ancora Advisors
Ohio
$236K +$23.8K +442 +11%
BCM
1200
Becker Capital Management
Oregon
$236K +$236K +4,399 New
46 47
48
49 50