SBUX icon

Starbucks
SBUX

Overview Fund Activity

1,435 hedge funds and large institutions have $60.5B invested in Starbucks in 2017 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 623 increasing their positions, 515 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,435
Holders Change
+13
Holders Change %
+0.91%
% of All Funds
35.83%
Holding in Top 10
54
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-6.9%
% of All Funds
1.35%
New
109
Increased
623
Reduced
515
Closed
82
Calls
$778M
Puts
$1.45B
Net Calls
-$673M
Net Calls Change
-$280M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$810M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.11B
3
Morgan Stanley
Morgan Stanley
New York
$1.76B
4
Sands Capital Management
Sands Capital Management
Virginia
$752M
5
Renaissance Technologies
Renaissance Technologies
New York
$229M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.32B
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
$0
3
HMP
HS Management Partners
New York
$0
4
Citadel Advisors
Citadel Advisors
Florida
$26.9M
5
CGT
Capital Guardian Trust
California
$77.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
1301
Quadrant Capital Group
Ohio
$189K +$51K +920 +37%
HA
1302
Harfst & Associates
Wyoming
$186K +$164K +2,821 +758%
VFA
1303
Virtus Fund Advisers
Connecticut
$185K -$16.2M -278,426 -99%
BSAM
1304
Blue Sky Asset Management
Colorado
$185K +$185K +3,180 New
CB
1305
Community Bank
New York
$174K – – –
AF
1306
Allworth Financial
California
$174K +$174 +3 +0.1%
AW
1307
Alpha Windward
Massachusetts
$172K -$291 -5 -0.2%
JWM
1308
Jacobus Wealth Management
Wisconsin
$168K – – –
AIP
1309
Almanack Investment Partners
Pennsylvania
$165K +$165K +2,829 New
BL
1310
Balentine LLC
Georgia
$159K +$6.42K +110 +4%
MCIA
1311
Mountain Capital Investment Advisors
Colorado
$158K +$158K +2,708 New
MLFP
1312
MPS Loria Financial Planners
Illinois
$153K +$153K +2,888 New
VCM
1313
Versant Capital Management
Arizona
$151K -$465 -8 -0.3%
CWM
1314
Cedar Wealth Management
California
$149K – – –
PK
1315
Pflug Koory
Nebraska
$146K -$11.7K -200 -7%
ACM
1316
Aviance Capital Management
Florida
$146K +$146K +2,500 New
RP
1317
Rowlandmiller & Partners
Georgia
$142K – – –
JFA
1318
JNBA Financial Advisors
Minnesota
$141K -$25.6K -440 -15%
ADL
1319
Asset Dedication LLC
California
$141K -$20.5K -357 -13%
ACM
1320
AUA Capital Management
Pennsylvania
$139K +$43.9K +750 +46%
RFM
1321
Royal Fund Management
Florida
$137K +$58 +1 +0%
KPCM
1322
Kings Point Capital Management
New York
$135K – – –
GBBWRPM
1323
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$131K -$24.7K -423 -16%
SIAS
1324
Shine Investment Advisory Services
Colorado
$128K +$128K +2,195 New
MBI
1325
Montrusco Bolton Investments
Quebec, Canada
$126K +$126K +2,164 New
51 52
53
54 55