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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 %
AIM
1201
Acropolis Investment Management
Missouri
$280K +$280K +4,800 New
WEC
1202
Winslow Evans & Crocker
Massachusetts
$280K +$98.7K +1,693 +55%
KF
1203
Krilogy Financial
Missouri
$279K -$79.9K -1,370 -22%
SGK
1204
Steigerwald Gordon & Koch
Virginia
$279K +$13.6K +233 +5%
BONST
1205
Bank of Nova Scotia Trust
Ontario, Canada
$278K – – –
MC
1206
Matisse Capital
Oregon
$278K – – –
GFPC
1207
Global Financial Private Capital
Florida
$278K +$45.8K +785 +20%
MI
1208
Markston International
New York
$277K -$33.4K -573 -11%
Cerity Partners
1209
Cerity Partners
New York
$275K -$2.63M -18,673 -91%
PMFA
1210
Plante Moran Financial Advisors
Michigan
$274K -$15.4K -265 -5%
LCM
1211
Liberty Capital Management
Michigan
$274K – – –
RIM
1212
Regent Investment Management
Kentucky
$273K +$17.5K +300 +7%
NA
1213
NewEdge Advisors
Louisiana
$273K +$273K +4,715 New
SBA
1214
Seven Bridges Advisors
New York
$272K +$272K +4,664 New
VDI
1215
Vaughan David Investments
Illinois
$271K – – –
SFWA
1216
Summit Financial Wealth Advisors
Louisiana
$271K +$8.74K +150 +3%
WPP
1217
Whalerock Point Partners
Rhode Island
$270K +$22.9K +393 +9%
FNB
1218
Farmers National Bank
Kentucky
$269K +$269K +4,615 New
HB
1219
Homrich & Berg
Georgia
$264K +$17.5K +300 +7%
SSWM
1220
Sheets Smith Wealth Management
North Carolina
$263K – – –
TA
1221
TMD & Associates
Arizona
$259K -$239K -4,101 -48%
RGC
1222
Roberts, Glore & Co
Illinois
$258K – – –
YMRC
1223
Yorktown Management & Research Company
Virginia
$257K – – –
FAM
1224
Foresters Asset Management
Ontario, Canada
$257K – – –
TG
1225
TLP Group
Illinois
$257K +$257K +4,407 New
47 48
49
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