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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 %
CA
1301
Calton & Associates
Florida
$460K -$176K -1,996 -28%
ATC
1302
Adirondack Trust Company
New York
$459K – – –
CWM
1303
Cornerstone Wealth Management
Missouri
$458K – – –
GSWM
1304
Golden State Wealth Management
California
$457K +$7.79K +88 +2%
TIA
1305
Tiemann Investment Advisors
California
$455K +$13.3K +150 +3%
BWFA
1306
Baltimore-Washington Financial Advisors
Maryland
$454K -$17.7K -200 -4%
RIA
1307
Realta Investment Advisors
Delaware
$452K +$8.48K +96 +2%
FP
1308
Foundry Partners
Minnesota
$451K -$33.1K -375 -7%
PFA
1309
Paradigm Financial Advisors
Missouri
$449K -$35.3K -399 -7%
MWC
1310
MBM Wealth Consultants
Missouri
$448K -$5.04K -57 -1%
MIS
1311
Morningstar Investment Services
Illinois
$444K -$354 -4 -0.1%
BAC
1312
Boys Arnold & Co
North Carolina
$443K -$88.3K -1,000 -17%
SSWM
1313
Smith Salley Wealth Management
North Carolina
$443K -$21.5K -243 -5%
PP
1314
PagnatoKarp Partners
Virginia
$443K -$14K -158 -3%
KC
1315
Knuff & Co
California
$438K +$2.12K +24 +0.5%
CM
1316
Castleark Management
Illinois
$435K -$1.94M -21,930 -82%
NB
1317
NBT Bank
New York
$430K +$66.3K +750 +18%
SWA
1318
Sutton Wealth Advisors
Florida
$429K -$54.3K -614 -11%
MC
1319
Montag & Caldwell
Georgia
$425K -$44.3K -500 -9%
CCM
1320
Compton Capital Management
Rhode Island
$425K -$33.2K -375 -7%
C
1321
Cerebellum
California
$420K +$38.7K +438 +10%
BWP
1322
Bernardo Wealth Planning
Pennsylvania
$417K -$43.6K -493 -9%
CAN
1323
Claraphi Advisory Network
United States
$417K +$73K +827 +21%
REMPR
1324
Roof Eidam Maycock Peralta (REMP)
California
$416K – – –
FHC
1325
First Heartland Consultants
Missouri
$414K -$8.75K -99 -2%
51 52
53
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