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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 %
RP
1276
Rowlandmiller & Partners
Georgia
$125K -$5.38K -100 -4%
VNA
1277
Valley National Advisers
Pennsylvania
$114K +$1.4K +26 +1%
CFG
1278
CKW Financial Group
Hawaii
$112K – – –
SMFG
1279
Sumitomo Mitsui Financial Group
Japan
$111K +$111K +2,036 New
SHJ
1280
Sharkey, Howes & Javer
Colorado
$107K – – –
KPCM
1281
Kings Point Capital Management
New York
$103K -$21.6K -400 -17%
AIS
1282
AlphaOne Investment Services
Pennsylvania
$103K +$103K +1,909 New
CIA
1283
Cascade Investment Advisors
Oregon
$100K – – –
AOWM
1284
Alpha Omega Wealth Management
Virginia
$98K -$5.3K -99 -5%
EWM
1285
Endurance Wealth Management
Rhode Island
$97K – – –
DRS
1286
Deane Retirement Strategies
Louisiana
$97K – – –
Group One Trading
1287
Group One Trading
Illinois
$94K -$866K -16,150 -90%
GBBWRPM
1288
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$94K -$26.8K -498 -22%
CFD
1289
Creative Financial Designs
Indiana
$92K +$1.93K +36 +2%
SFPIA
1290
Stevens First Principles Investment Advisors
California
$91K – – –
CCA
1291
Catalyst Capital Advisors
New York
$91K – – –
BWL
1292
Bogart Wealth LLC
Virginia
$83K +$83K +1,514 New
SIAS
1293
Shine Investment Advisory Services
Colorado
$81K -$36.2K -678 -31%
AP
1294
Atwood & Palmer
Missouri
$78K -$4.2K -78 -5%
HIIFS
1295
Harel Insurance Investments & Financial Services
Israel
$78K – – –
LWA
1296
Lowe Wealth Advisors
Maryland
$75K +$10.8K +201 +17%
HDIM
1297
Hanson & Doremus Investment Management
Vermont
$74K – – –
WA
1298
WealthTrust-Arizona
Arizona
$74K +$14.2K +265 +24%
CCM
1299
Cribstone Capital Management
Maine
$72K – – –
BTIS
1300
BB&T Investment Services
North Carolina
$71K +$17.2K +312 +32%
50 51
52
53 54