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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 %
ECG
1326
Edge Capital Group
Georgia
$383K +$383K +4,571 New
PMFA
1327
Plante Moran Financial Advisors
Michigan
$382K +$2.01K +24 +0.5%
PSF
1328
Pacific Sun Financial
California
$382K +$382K +4,555 New
AHB
1329
Abner Herrman & Brock
New Jersey
$380K +$71.2K +848 +23%
AFM
1330
Abbot Financial Management
Massachusetts
$377K – – –
DI
1331
Diligent Investors
California
$376K +$73.5K +877 +24%
MC
1332
Matisse Capital
Oregon
$373K -$32.8K -391 -8%
CAW
1333
Cornerstone Advisors (Washington)
Washington
$373K +$23K +274 +7%
PWP
1334
Principle Wealth Partners
Connecticut
$370K +$22.6K +270 +7%
MCM
1335
Marathon Capital Management
Maryland
$369K -$2.09K -25 -0.6%
WPC
1336
Waters Parkerson & Co
Louisiana
$369K – – –
GBT
1337
Grove Bank & Trust
Florida
$367K +$10.7K +128 +3%
LA
1338
Legacy Advisors
Pennsylvania
$366K -$550K -6,557 -60%
AL
1339
Aspiriant LLC
California
$366K +$752 +9 +0.2%
THWM
1340
Taylor Hoffman Wealth Management
Virginia
$364K +$84 +1 +0%
WP
1341
WealthSource Partners
California
$364K +$81.7K +976 +29%
APW
1342
Acima Private Wealth
Virginia
$363K – – –
BG
1343
Bellevue Group
Switzerland
$363K +$363K +4,334 New
C
1344
Cerebellum
California
$362K -$27.9K -333 -7%
SMC
1345
Smith, Moore & Co
Missouri
$362K -$23.7K -282 -6%
WAP
1346
Wealthcare Advisory Partners
Pennsylvania
$361K -$3.61K -43 -1%
TA
1347
TMD & Associates
Arizona
$361K +$15.5K +185 +4%
CCM
1348
Cadence Capital Management
Massachusetts
$356K -$46.1K -550 -11%
TAM
1349
Tradition Asset Management
Virginia
$356K +$356K +4,250 New
CCFM
1350
Clear Creek Financial Management
Washington
$356K +$356K +4,250 New
52 53
54
55 56