SBUX icon

Starbucks
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 %
NRS
1201
Neville Rodie & Shaw
New York
$236K +$236K +4,400 New
WPC
1202
Waters Parkerson & Co
Louisiana
$236K +$236K +4,400 New
TMC
1203
Trellus Management Company
Florida
$236K +$236K +4,401 New
RIM
1204
Regent Investment Management
Kentucky
$235K -$16.1K -300 -6%
KF
1205
Krilogy Financial
Missouri
$234K -$23.2K -432 -9%
DWM
1206
Destination Wealth Management
California
$234K +$234K +4,351 New
SCA
1207
Snowden Capital Advisors
New York
$233K +$233K +4,340 New
RA
1208
RFG Advisory
Alabama
$231K +$8.86K +161 +4%
FHA
1209
First Horizon Advisors
Tennessee
$231K +$38.8K +723 +20%
WCA
1210
Whetstone Capital Advisors
Kansas
$231K +$231K +4,300 New
RGC
1211
Roberts, Glore & Co
Illinois
$230K -$8.07K -150 -3%
FAM
1212
Foresters Asset Management
Ontario, Canada
$229K – – –
PMFA
1213
Plante Moran Financial Advisors
Michigan
$228K -$24.1K -449 -10%
NFG
1214
Nadler Financial Group
Illinois
$228K -$7.99K -149 -3%
ITIM
1215
Indiana Trust & Investment Management
Indiana
$227K -$1.56K -29 -0.7%
OA
1216
Oxbow Advisors
Texas
$226K -$1.78M -33,173 -89%
BAC
1217
Boys Arnold & Co
North Carolina
$226K +$15.6K +290 +7%
LWIC
1218
Leith Wheeler Investment Counsel
British Columbia, Canada
$225K – – –
CC
1219
Courier Capital
New York
$223K +$223K +4,151 New
NCM
1220
Noesis Capital Mangement
Florida
$220K -$85.1K -1,586 -28%
CPA
1221
Clear Perspective Advisors
Illinois
$220K +$204K +3,800 +1,267%
CAW
1222
Cornerstone Advisors (Washington)
Washington
$219K – – –
LJAC
1223
L.J. Altfest & Co
New York
$219K +$10.8K +201 +5%
TFO
1224
Tarbox Family Office
California
$218K +$3.22K +60 +2%
MWP
1225
MYCIO Wealth Partners
Pennsylvania
$217K +$13.8K +256 +7%
47 48
49
50 51