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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 %
HB
1226
Homrich & Berg
Georgia
$216K -$27.8K -516 -11%
Aristotle Capital Management
1227
Aristotle Capital Management
California
$215K – – –
QOP
1228
Quinn Opportunity Partners
Virginia
$215K +$215K +4,000 New
BW
1229
Bison Wealth
Georgia
$213K -$3.6K -67 -2%
JIC
1230
Joel Isaacson & Co
New York
$211K -$91K -1,694 -30%
NME
1231
Notis-McConarty Edward
$210K – – –
BWM
1232
Baystate Wealth Management
Massachusetts
$210K +$220 +4 +0.1%
CAM
1233
Covenant Asset Management
New Jersey
$210K +$3.12K +58 +2%
MSAM
1234
Moloney Securities Asset Management
Missouri
$209K +$54 +1 +0%
DIA
1235
Dana Investment Advisors
Wisconsin
$207K -$70.1K -1,303 -25%
KP
1236
Keel Point
Alabama
$207K -$52.7K -981 -20%
SIC
1237
SFE Investment Counsel
California
$207K – – –
WP
1238
WealthSource Partners
California
$206K -$19.9K -370 -9%
CAI
1239
Capital Advisors Inc
Oklahoma
$205K -$2.69K -50 -1%
CIC
1240
Cutler Investment Counsel
Oregon
$204K -$1.24K -23 -0.6%
EA
1241
Emerald Advisers
Pennsylvania
$203K -$180K -3,350 -47%
BKA
1242
Brick & Kyle Associates
Pennsylvania
$203K +$322 +6 +0.2%
TYCC
1243
Texas Yale Capital Corp
Florida
$200K – – –
JT
1244
Jump Trading
Illinois
$193K -$77.5K -1,441 -29%
SAM
1245
SignalPoint Asset Management
Missouri
$192K -$1.03M -19,253 -84%
SQA
1246
Simon Quick Advisors
New Jersey
$186K +$82.8K +1,542 +80%
Loomis, Sayles & Company
1247
Loomis, Sayles & Company
Massachusetts
$180K – – –
CLM
1248
ClearBridge LLC (Maryland)
Maryland
$179K – – –
ST
1249
Smithfield Trust
Pennsylvania
$178K – – –
GLI
1250
Guardian Life Insurance
New York
$176K +$482 +9 +0.3%
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