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SBUX

Overview Fund Activity

1,759 hedge funds and large institutions have $74.7B invested in Starbucks in 2019 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 534 increasing their positions, 903 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,759
Holders Change
+18
Holders Change %
+1.03%
% of All Funds
38.63%
Holding in Top 10
81
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-13.83%
% of All Funds
1.78%
New
102
Increased
534
Reduced
903
Closed
72
Calls
$1.11B
Puts
$1.49B
Net Calls
-$378M
Net Calls Change
-$259M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$273M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$247M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$167M
4
DZ Bank
DZ Bank
Germany
+$138M
5
Victory Capital Management
Victory Capital Management
Texas
+$135M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
-$353M
2
Parnassus Investments
Parnassus Investments
California
-$285M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$240M
4
MAM
Magellan Asset Management
Australia
-$202M
5
Man Group
Man Group
United Kingdom
-$191M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIC
1251
Holderness Investments Company
North Carolina
$547K -$140K -1,585 -20%
GI
1252
Gradient Investments
Minnesota
$547K – – –
CCM
1253
Crabel Capital Management
California
$546K +$546K +6,177 New
PAI
1254
Pittenger & Anderson Inc
Nebraska
$544K -$22.1K -250 -4%
BFM
1255
Boston Financial Management
Massachusetts
$543K -$23.6K -267 -4%
CIA
1256
CSat Investment Advisory
Michigan
$542K -$294K -3,323 -35%
PAMG
1257
Patton Albertson Miller Group
Tennessee
$542K +$80.6K +911 +17%
MCP
1258
Mirador Capital Partners
California
$538K -$297K -3,355 -36%
HCM
1259
Howland Capital Management
Massachusetts
$537K +$216K +2,445 +67%
KB
1260
Kimelman & Baird
New York
$534K -$4.42K -50 -0.8%
SCG
1261
Sonata Capital Group
Washington
$532K – – –
WP
1262
WealthPLAN Partners
Nebraska
$532K +$7.81K +93 +1%
TSS
1263
Thomas Story & Son
Indiana
$531K – – –
RCAG
1264
Rehmann Capital Advisory Group
Michigan
$531K -$86.6K -979 -14%
HR
1265
Howe & Rusling
New York
$530K – – –
OWA
1266
One Wealth Advisors
California
$529K +$120K +1,358 +29%
AOWM
1267
Alpha Omega Wealth Management
Virginia
$527K +$353K +4,312 +202%
PL
1268
Perpetual Ltd
Australia
$526K – – –
BWM
1269
BerganKDV Wealth Management
Minnesota
$525K -$65.6K -741 -11%
GPA
1270
Garrison Point Advisors
California
$523K – – –
AFP
1271
Ausdal Financial Partners
Iowa
$520K +$70.8K +801 +16%
BAM
1272
Belpointe Asset Management
Nevada
$518K -$287K -3,251 -36%
WWM
1273
Windsor Wealth Management
Indiana
$517K -$24.1K -286 -4%
WP
1274
WMS Partners
Maryland
$514K +$46.9K +531 +10%
AWA
1275
ARS Wealth Advisors
Florida
$509K +$530 +6 +0.1%
49 50
51
52 53