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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 %
W
1276
Wealthquest
Ohio
$445K – – –
MC
1277
Montag & Caldwell
Georgia
$444K -$30M -358,640 -99%
ZIG
1278
Zuckerman Investment Group
Illinois
$443K +$28.1K +335 +7%
WP
1279
WMS Partners
Maryland
$443K +$151K +1,800 +52%
SSWM
1280
Smith Salley Wealth Management
North Carolina
$441K +$31.7K +378 +8%
AIA
1281
AIMZ Investment Advisors
California
$439K – – –
LSAG
1282
Lake Street Advisors Group
New Hampshire
$439K +$52K +620 +13%
RG
1283
Rikoon Group
New Mexico
$438K -$148K -1,766 -25%
BWP
1284
Bernardo Wealth Planning
Pennsylvania
$437K -$9.23K -110 -2%
HFA
1285
High Falls Advisors
New York
$437K +$17.4K +208 +4%
ATC
1286
Adirondack Trust Company
New York
$436K – – –
FMWA
1287
Forvis Mazars Wealth Advisors
Missouri
$435K -$44.3K -528 -9%
CCM
1288
Compton Capital Management
Rhode Island
$434K -$16.8K -200 -4%
PP
1289
PagnatoKarp Partners
Virginia
$433K -$275K -3,281 -39%
CWM
1290
Cornerstone Wealth Management
Missouri
$433K -$197K -2,358 -31%
MWC
1291
MBM Wealth Consultants
Missouri
$432K +$20.1K +238 +5%
LP
1292
LGL Partners
Pennsylvania
$431K -$19.7K -235 -4%
CG
1293
Cutler Group
California
$427K -$431K -5,146 -50%
PB
1294
Pinnacle Bancorp
Nebraska
$426K +$13.8K +165 +3%
GSWM
1295
Golden State Wealth Management
California
$425K +$14.5K +173 +4%
MIS
1296
Morningstar Investment Services
Illinois
$421K -$8.63K -103 -2%
AF
1297
Advisornet Financial
Minnesota
$421K +$85.1K +1,015 +25%
RIA
1298
Realta Investment Advisors
Delaware
$420K +$20.2K +241 +5%
TIA
1299
Tiemann Investment Advisors
California
$419K -$8.38K -100 -2%
GC
1300
Gruss & Co
Florida
$419K +$419K +5,000 New
50 51
52
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