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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 %
TIP
1376
Torray Investment Partners
Maryland
$335K – – –
LC
1377
Lourd Capital
California
$334K -$201K -2,394 -38%
GIA
1378
Gladstone Institutional Advisory
Florida
$334K +$80.6K +963 +32%
MSAM
1379
Moloney Securities Asset Management
Missouri
$332K -$25.8K -308 -7%
BCWM
1380
Blue Chip Wealth Management
Florida
$330K – – –
GWS
1381
Glassman Wealth Services
Virginia
$330K +$5.54K +66 +2%
TC
1382
Truvestments Capital
Florida
$329K -$8.82K -105 -3%
LRIA
1383
Leonard Rickey Investment Advisors
Washington
$328K +$1.17K +14 +0.4%
BWM
1384
Baystate Wealth Management
Massachusetts
$327K -$1.69K -20 -0.5%
CAN
1385
Claraphi Advisory Network
United States
$326K +$326K +3,898 New
NCM
1386
Northwest Capital Management
Oregon
$325K -$9.47K -113 -3%
Diamond Hill Capital Management
1387
Diamond Hill Capital Management
Ohio
$323K -$36.5K -435 -10%
DIA
1388
Dana Investment Advisors
Wisconsin
$323K – – –
AIA
1389
Alera Investment Advisors
Illinois
$322K +$1.84K +22 +0.6%
SBSB
1390
Sullivan, Bruyette, Speros & Blaney
Virginia
$322K +$93.6K +1,115 +41%
Koshinski Asset Management
1391
Koshinski Asset Management
Illinois
$321K -$1.03M -12,342 -76%
AF
1392
Allworth Financial
California
$321K -$3.1K -37 -1%
LJAC
1393
L.J. Altfest & Co
New York
$320K -$5.53K -66 -2%
ISL
1394
Ingalls & Snyder LLC
New York
$319K – – –
TNB
1395
Thomasville National Bank
Georgia
$319K – – –
AP
1396
Appleton Partners
Massachusetts
$315K +$315K +3,760 New
SFSIG
1397
San Francisco Sentry Investment Group
California
$314K -$179K -2,140 -36%
WSCM
1398
Wellington Shields Capital Management
New York
$314K – – –
ACP
1399
Aveo Capital Partners
Colorado
$314K +$8.79K +97 +3%
TYCC
1400
Texas Yale Capital Corp
Florida
$312K -$312K -3,726 -50%
54 55
56
57 58