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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 %
SWA
1376
Stratos Wealth Advisors
Ohio
$362K -$707 -8 -0.2%
CMI
1377
Clare Market Investments
Texas
$357K -$304K -3,444 -46%
RW
1378
REDW Wealth
New Mexico
$356K +$28.3K +320 +9%
MWM
1379
Meridian Wealth Management
Kentucky
$356K +$44.3K +500 +14%
Kayne Anderson Rudnick Investment Management
1380
Kayne Anderson Rudnick Investment Management
California
$356K +$195K +2,213 +122%
AFM
1381
Abbot Financial Management
Massachusetts
$354K -$44.3K -500 -11%
HCM
1382
Hodges Capital Management
Texas
$354K -$8.77K -99 -2%
ZIC
1383
ZWJ Investment Counsel
Georgia
$354K -$7.86K -89 -2%
Aristotle Capital Management
1384
Aristotle Capital Management
California
$354K – – –
TIP
1385
Torray Investment Partners
Maryland
$354K – – –
AWE
1386
Avidian Wealth Enterprises
Texas
$353K +$353K +3,991 New
NFG
1387
NewFocus Financial Group
Washington
$351K -$6.54K -74 -2%
HIS
1388
Harvest Investment Services
Illinois
$350K -$7.95K -92 -2%
BWM
1389
Baystate Wealth Management
Massachusetts
$350K +$7.69K +87 +2%
CW
1390
CreativeOne Wealth
Kansas
$350K +$57.2K +647 +20%
BCWM
1391
Blue Chip Wealth Management
Florida
$348K – – –
SBSB
1392
Sullivan, Bruyette, Speros & Blaney
Virginia
$348K +$8.84K +100 +3%
NNP
1393
Nachman Norwood & Parrott
South Carolina
$348K +$36.3K +411 +12%
SXL
1394
Summit X LLC
Missouri
$347K -$22.1K -249 -6%
AL
1395
Aspiriant LLC
California
$346K -$42K -474 -11%
LRIA
1396
Leonard Rickey Investment Advisors
Washington
$344K -$2.12K -24 -0.6%
NCM
1397
Northwest Capital Management
Oregon
$344K +$443 +5 +0.1%
AF
1398
Allworth Financial
California
$344K +$5.4K +61 +2%
MWP
1399
MYCIO Wealth Partners
Pennsylvania
$343K +$20.2K +229 +6%
FNBOSM
1400
First National Bank of South Miami
Florida
$342K – – –
54 55
56
57 58