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Starbucks
SBUX

Overview Fund Activity

1,423 hedge funds and large institutions have $56.6B invested in Starbucks in 2016 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 545 increasing their positions, 542 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,423
Holders Change
+88
Holders Change %
+6.59%
% of All Funds
35.63%
Holding in Top 10
66
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+13.79%
% of All Funds
1.65%
New
185
Increased
545
Reduced
542
Closed
77
Calls
$1.06B
Puts
$1.31B
Net Calls
-$248M
Net Calls Change
-$3.77M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$893M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.26B
3
Capital World Investors
3
Capital World Investors
California
$2.2B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$205M
5
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$423M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.99B
2
JHIU
2
Janus Henderson Investors US
Colorado
$923M
3
Wells Fargo
3
Wells Fargo
California
$705M
4
MTB
4
Mizuho Trust & Banking
Japan
$0
5
BIT
5
BlackRock Institutional Trust
California
$2.16B
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
1376
MinichMacGregor Wealth Management
New York
$26K -$9.74K -181 -27%
SFG
1377
SevenBridge Financial Group
Pennsylvania
$25K – – –
TFO
1378
Tarbox Family Office
California
$24K – – –
MUS
1379
Mitsubishi UFJ Securities
Japan
$23K – – –
WAS
1380
Winch Advisory Services
Wisconsin
$22K -$26.1K -461 -54%
EWM
1381
Edge Wealth Management
New York
$22K – – –
PA
1382
Perennial Advisors
New York
$21K +$21K +370 New
ECM
1383
Estabrook Capital Management
New York
$20.5K – – –
TWMP
1384
Taylor Wealth Management Partners
Massachusetts
$19K – – –
HI
1385
Hudock Inc
Pennsylvania
$19K +$53 +1 +0.3%
PCM
1386
Penserra Capital Management
California
$18K -$26.3K -493 -59%
RBC
1387
Roble Belko & Company
Pennsylvania
$18K +$14.9K +268 +479%
SIA
1388
SeaBridge Investment Advisors
New Jersey
$17K – – –
CAL
1389
Capital Advisors Ltd
Ohio
$17K – – –
RAM
1390
Riggs Asset Management
Pennsylvania
$17K – – –
FMP
1391
Financial Management Professionals
Texas
$16K -$10.5K -199 -40%
OAJ
1392
Ogorek Anthony Joseph
New York
$16K – – –
CJA
1393
C-J Advisory
California
$16K – – –
CWM
1394
Catamount Wealth Management
Connecticut
$16K +$14.6K +266 +1,064%
OFW
1395
Omnia Family Wealth
Florida
$15K +$15K +275 New
MA
1396
MCF Advisors
Kentucky
$14K -$3.86K -69 -22%
HCM
1397
Herndon Capital Management
Georgia
$11K -$424K -7,716 -97%
ACM
1398
Armbruster Capital Management
New York
$11K -$5.5K -100 -33%
TCCM
1399
Timber Creek Capital Management
Massachusetts
$11K – – –
CWM
1400
Cranbrook Wealth Management
Michigan
$11K – – –
54 55
56
57 58