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Starbucks
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 %
VFA
1301
Virtus Fund Advisers
Connecticut
$70K -$102K -1,888 -59%
FCFS
1302
First Command Financial Services
Texas
$70K – – –
FCB
1303
First Command Bank
Texas
$70K – – –
ACM
1304
Aviance Capital Management
Florida
$65K -$68.5K -1,283 -51%
PSC
1305
Prentiss Smith & Co
Vermont
$64K +$16K +300 +33%
HS
1306
Horan Securities
United States
$62K -$2.25K -40 -3%
TCM
1307
TD Capital Management
Tennessee
$62K +$268 +5 +0.4%
EFSCE
1308
Enterprise Financial Services Corp (EFSC)
Missouri
$61K -$16.5K -310 -21%
OIA
1309
OneDigital Investment Advisors
Kansas
$59K -$15.1K -282 -20%
SJIM
1310
St. Johns Investment Management
Florida
$59K – – –
GRP
1311
Global Retirement Partners
California
$57K -$146K -2,732 -72%
VC
1312
Vestor Capital
Illinois
$57K +$908 +17 +2%
AWMS
1313
Advocacy Wealth Management Services
Georgia
$56K +$22.4K +400 +67%
HT
1314
Heritage Trust
Oklahoma
$55K +$17.1K +317 +45%
FWM
1315
Focused Wealth Management
New York
$55K +$27.5K +517 +100%
DSN
1316
D. Scott Neal
Kentucky
$54K – – –
TIM
1317
Tortoise Investment Management
New York
$53K – – –
LWM
1318
Lenox Wealth Management
Ohio
$53K +$15.9K +298 +43%
EMG
1319
ETF Managers Group
New Jersey
$49K +$4.06K +75 +9%
RFWA
1320
RPg Family Wealth Advisory
Massachusetts
$48.1K -$33.6K -625 -41%
MRCM
1321
M&R Capital Management
New Jersey
$46K – – –
ANBT
1322
American National Bank & Trust
Texas
$45K – – –
IP
1323
Isthmus Partners
Wisconsin
$44K – – –
CHC
1324
City Holding Co
West Virginia
$43K – – –
JGIA
1325
Jackson Grant Investment Advisers
Connecticut
$43K +$3.03K +56 +8%
51 52
53
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