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Starbucks
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 %
NFG
1226
Nadler Financial Group
Illinois
$256K -$698 -12 -0.3%
OA
1227
Opes Advisors
California
$256K – – –
PCM
1228
Penserra Capital Management
California
$256K +$256K +4,400 New
NSAM
1229
North Star Asset Management
Wisconsin
$255K +$255K +4,369 New
PTC
1230
Philadelphia Trust Company
Pennsylvania
$255K +$255K +4,370 New
MWM
1231
Mission Wealth Management
California
$254K -$115K -1,975 -31%
OAM
1232
Oxford Asset Management
United Kingdom
$254K +$254K +4,363 New
AIA
1233
Avalon Investment & Advisory
Texas
$253K -$394K -6,761 -61%
AAM
1234
Autus Asset Management
Arizona
$250K – – –
AFA
1235
Abacus FCF Advisors
Florida
$250K +$128K +2,199 +105%
ITIM
1236
Indiana Trust & Investment Management
Indiana
$248K -$6.41K -110 -3%
Squarepoint
1237
Squarepoint
New York
$247K +$247K +4,241 New
LWIC
1238
Leith Wheeler Investment Counsel
British Columbia, Canada
$245K -$2.22K -38 -0.9%
WP
1239
WealthSource Partners
California
$245K +$245K +4,201 New
LIM
1240
Leavell Investment Management
Alabama
$244K +$21.8K +375 +10%
FWCM
1241
First Western Capital Management
California
$238K -$94.5K -1,623 -28%
CAW
1242
Cornerstone Advisors (Washington)
Washington
$237K +$66.9K +1,150 +39%
BW
1243
Bison Wealth
Georgia
$235K -$99.9K -1,716 -30%
GAM
1244
Griffin Asset Management
New York
$235K +$235K +4,033 New
BFA
1245
Bragg Financial Advisors
North Carolina
$234K +$234K +4,014 New
RA
1246
RFG Advisory
Alabama
$233K -$6.81K -118 -3%
TFO
1247
Tarbox Family Office
California
$233K – – –
Aristotle Capital Management
1248
Aristotle Capital Management
California
$233K – – –
PWSG
1249
Pacific Wealth Strategies Group
California
$232K +$12.8K +220 +6%
RC
1250
Roundview Capital
New Jersey
$232K +$232K +3,975 New
48 49
50
51 52