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Starbucks
SBUX

Overview Fund Activity

1,423 hedge funds and large institutions have $56.6B invested in Starbucks in 2016 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 545 increasing their positions, 542 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,423
Holders Change
+88
Holders Change %
+6.59%
% of All Funds
35.63%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
1.65%
New
185
Increased
545
Reduced
542
Closed
77
Calls
$1.06B
Puts
$1.31B
Net Calls
-$248M
Net Calls Change
-$3.77M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$307M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$301M
3
Capital World Investors
Capital World Investors
California
+$272M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$175M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$126M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$571M
2
JHIU
Janus Henderson Investors US
Colorado
-$204M
3
Wells Fargo
Wells Fargo
California
-$152M
4
MTB
Mizuho Trust & Banking
Japan
-$127M
5
BIT
BlackRock Institutional Trust
California
-$89.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
1226
CT Financial Advisors
Pennsylvania
$240K – – –
RBC
1227
Ronald Blue & Co
Georgia
$239K -$11.5K -207 -5%
SFWA
1228
Summit Financial Wealth Advisors
Louisiana
$239K +$1.83K +33 +0.8%
IFB
1229
iAB Financial Bank
Indiana
$239K +$239K +4,297 New
Group One Trading
1230
Group One Trading
Illinois
$237K -$483K -8,688 -67%
CFP
1231
Cornerstone Financial Partners
North Carolina
$237K +$237K +4,255 New
NFG
1232
Nadler Financial Group
Illinois
$234K -$42.7K -768 -15%
CAI
1233
Capital Advisors Inc
Oklahoma
$234K +$234K +4,211 New
MSAM
1234
Moloney Securities Asset Management
Missouri
$234K +$234K +4,215 New
RHJA
1235
Rice Hall James & Associates
California
$233K – – –
WA
1236
Waverly Advisors
Alabama
$230K +$230K +4,137 New
LIM
1237
Leavell Investment Management
Alabama
$229K -$382K -6,876 -63%
AHB
1238
Abner Herrman & Brock
New Jersey
$227K -$6.37K -113 -3%
RFS
1239
Rockefeller Financial Services
New York
$227K – – –
NCM
1240
Noesis Capital Mangement
Florida
$226K +$19.4K +350 +9%
Aristotle Capital Management
1241
Aristotle Capital Management
California
$222K – – –
BC
1242
Blueport Capital
Texas
$221K +$221K +3,972 New
WPP
1243
Whalerock Point Partners
Rhode Island
$220K – – –
GRP
1244
Global Retirement Partners
California
$220K +$220K +3,968 New
CI
1245
Cavalier Investments
Georgia
$219K +$4.16K +75 +2%
MGIA
1246
Moneta Group Investment Advisors
Missouri
$219K +$12.8K +231 +6%
AA
1247
Ancora Advisors
Ohio
$219K +$219K +3,933 New
KA
1248
KLCM Advisors
Wisconsin
$217K +$217K +3,902 New
CIC
1249
Cutler Investment Counsel
Oregon
$216K -$722 -13 -0.3%
MBT
1250
Montecito Bank & Trust
California
$213K – – –
48 49
50
51 52