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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
$780M
2
Parnassus Investments
Parnassus Investments
California
$499M
3
MAM
Magellan Asset Management
Australia
$1.41B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$263M
5
Capital International Investors
Capital International Investors
California
$1.14B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$406M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$443M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.59B
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$31K
5
Capital World Investors
Capital World Investors
California
$2.2B
Name Holding Trade Value Shares
Change 		Shares
Change %
RBC
1376
Roble Belko & Company
Pennsylvania
$7K – – –
FFW
1377
Fusion Family Wealth
New York
$6K – – –
FA
1378
Fortis Advisors
Pennsylvania
$6K +$6K +106 New
WHG
1379
Westwood Holdings Group
Texas
$5K -$16.3K -306 -77%
EWM
1380
Edge Wealth Management
New York
$5K – – –
RWG
1381
Regal Wealth Group
California
$5K – – –
OFW
1382
Omnia Family Wealth
Florida
$4K -$12.3K -233 -75%
HWP
1383
Hefty Wealth Partners
Indiana
$4K – – –
RCM
1384
RB Capital Management
Nevada
$2.92K +$209 +3,892 +8%
PVH
1385
Psagot Value Holdings
Israel
$2K – – –
WAM
1386
Watermark Asset Management
California
$2K – – –
SC
1387
SouthState Corp
Florida
$1.67K +$182 +3,386 +12%
PO
1388
Private Ocean
California
$1K – – –
PCFFS
1389
Pacific Center for Financial Services
California
$1K – – –
BIMC
1390
Benson Investment Management Company
Virginia
$1K – – –
WWM
1391
Willingdon Wealth Management
North Carolina
$1K +$1K +22 New
Renaissance Technologies
1392
Renaissance Technologies
New York
– -$229M -3,918,784 Closed
Lord, Abbett & Co
1393
Lord, Abbett & Co
New Jersey
– -$35.8M -613,690 Closed
CC
1394
Carbonado Capital
New York
– -$29.2M -500,000 Closed
SCM
1395
Stevens Capital Management
Pennsylvania
– -$27M -462,390 Closed
CM
1396
Churchill Management
California
– -$26.4M -452,673 Closed
AAM
1397
Ardevora Asset Management
United Kingdom
– -$24.7M -424,200 Closed
FHAM
1398
Folger Hill Asset Management
New York
– -$14.6M -250,000 Closed
CWP
1399
Capital Wealth Planning
Florida
– -$14.1M -242,570 Closed
FA
1400
Friess Associates
Delaware
– -$14.1M -242,512 Closed
54 55
56
57 58