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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 %
LSAG
1351
Lake Street Advisors Group
New Hampshire
$386K -$6.83K -91 -2%
LA
1352
Legacy Advisors
Pennsylvania
$386K – – –
BG
1353
Bellevue Group
Switzerland
$383K – – –
APW
1354
Acima Private Wealth
Virginia
$383K – – –
WAP
1355
Wealthcare Advisory Partners
Pennsylvania
$383K +$2.3K +26 +0.6%
BHB
1356
Bank Hapoalim BM
Israel
$382K +$382K +4,320 New
BFA
1357
Bragg Financial Advisors
North Carolina
$381K +$95.2K +1,075 +33%
JIP
1358
Jaffetilchin Investment Partners
Florida
$380K -$27.5K -311 -7%
MCM
1359
Murphy Capital Management
New Jersey
$380K +$103K +1,165 +37%
AJ
1360
Ashburton (Jersey)
Jersey
$380K +$142K +1,603 +60%
SCM
1361
Stordahl Capital Management
Colorado
$379K -$13.7K -155 -3%
TC
1362
Truvestments Capital
Florida
$378K +$31.6K +358 +9%
TAM
1363
Tradition Asset Management
Virginia
$375K – – –
SMC
1364
Smith, Moore & Co
Missouri
$373K -$8.58K -97 -2%
TSWM
1365
Triangle Securities Wealth Management
North Carolina
$372K -$30.9K -349 -8%
LWIC
1366
Leith Wheeler Investment Counsel
British Columbia, Canada
$371K – – –
SAM
1367
Strategy Asset Managers
California
$371K +$45.8K +518 +14%
BCM
1368
Brookstone Capital Management
Illinois
$371K +$48.3K +547 +15%
PG
1369
Patten Group
Tennessee
$368K – – –
VDI
1370
Vaughan David Investments
Illinois
$367K -$5.57K -63 -1%
FBT
1371
First Bank & Trust
South Dakota
$366K -$6.88K -78 -2%
ATPW
1372
Ashton Thomas Private Wealth
Arizona
$366K +$64.3K +727 +21%
CGA
1373
Crescent Grove Advisors
Illinois
$365K +$365K +4,124 New
WP
1374
WealthSource Partners
California
$364K -$20.1K -227 -5%
BOPW
1375
Brandywine Oak Private Wealth
Pennsylvania
$364K – – –
53 54
55
56 57