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Starbucks
SBUX

Overview Fund Activity

1,741 hedge funds and large institutions have $72.1B invested in Starbucks in 2019 Q2 according to their latest regulatory filings, with 136 funds opening new positions, 579 increasing their positions, 804 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,741
Holders Change
+41
Holders Change %
+2.41%
% of All Funds
37.87%
Holding in Top 10
94
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+16.05%
% of All Funds
2.04%
New
136
Increased
579
Reduced
804
Closed
73
Calls
$983M
Puts
$1.1B
Net Calls
-$118M
Net Calls Change
+$40.2M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$603M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$382M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$302M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$255M
5
Invesco
Invesco
Georgia
+$227M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$652M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$200M
3
Lazard Asset Management
Lazard Asset Management
New York
-$197M
4
Polen Capital Management
Polen Capital Management
Florida
-$191M
5
Capital International Investors
Capital International Investors
California
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1251
Aries Wealth Management
Maine
$482K -$8.6K -98 -2%
AWA
1252
ARS Wealth Advisors
Florida
$482K +$24.5K +292 +5%
DWM
1253
Dorchester Wealth Management
Quebec, Canada
$482K +$25.4K +303 +6%
SPL
1254
Smart Portfolios LLC
Washington
$480K – – –
SMFG
1255
Sumitomo Mitsui Financial Group
Japan
$480K +$480K +5,750 New
NBG
1256
Nancy B. Gardiner
$478K – – –
Simplex Trading
1257
Simplex Trading
Illinois
$476K +$476K +5,680 New
JWA
1258
JFS Wealth Advisors
Pennsylvania
$474K – – –
PFO
1259
Pathstone Family Office
New Jersey
$473K -$7.28K -87 -2%
MFW
1260
Mosaic Family Wealth
Missouri
$473K +$76K +907 +19%
NERM
1261
New England Research & Management
Illinois
$472K +$44.1K +525 +10%
JFGIW
1262
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$470K -$17.6K -210 -4%
FHA
1263
Flagship Harbor Advisors
Massachusetts
$470K -$10.1K -120 -2%
JFL
1264
Jarislowsky, Fraser Ltd
Quebec, Canada
$468K -$238K -2,840 -34%
BFG
1265
Beacon Financial Group
Texas
$466K +$12.6K +151 +3%
ZAM
1266
Zevin Asset Management
Massachusetts
$464K -$11.7K -140 -2%
HCM
1267
Hilton Capital Management
New York
$463K – – –
AC
1268
Abbrea Capital
California
$463K +$8.8K +105 +2%
F
1269
F3Logic
Minnesota
$461K +$18.7K +223 +4%
BAM
1270
Bruderman Asset Management
New York
$459K -$336K -4,009 -42%
PFA
1271
Paradigm Financial Advisors
Missouri
$459K – – –
FP
1272
Foundry Partners
Minnesota
$459K +$459K +5,478 New
SWA
1273
Sutton Wealth Advisors
Florida
$458K -$27.2K -325 -6%
IC
1274
Intersect Capital
California
$449K +$670 +8 +0.1%
BWFA
1275
Baltimore-Washington Financial Advisors
Maryland
$448K – – –
49 50
51
52 53