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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 %
PAS
1451
Park Avenue Securities
New York
– -$605K -10,833 Closed
RCAMU
1452
Rothschild & Co Asset Management US
Connecticut
– -$617K -10,573 Closed
FAM
1453
Fortaleza Asset Management
Illinois
– -$595K -10,210 Closed
MC
1454
Miles Capital
Iowa
– -$525K -9,003 Closed
HCA
1455
Harbour Capital Advisors
Virginia
– -$438K -7,511 Closed
EMG
1456
Ellington Management Group
Connecticut
– -$437K -7,500 Closed
AP
1457
Appleton Partners
Massachusetts
– -$413K -7,090 Closed
PI
1458
PineBridge Investments
New York
– -$408K -7,003 Closed
WG
1459
Welch Group
Alabama
– -$406K -6,956 Closed
CC
1460
Cipher Capital
New York
– -$395K -6,766 Closed
NWP
1461
Northstar Wealth Partners
Connecticut
– -$315K -5,451 Closed
LP
1462
LGL Partners
Pennsylvania
– -$310K -5,311 Closed
FA
1463
FCG Advisors
New Jersey
– -$305K -5,237 Closed
MWM
1464
Meridian Wealth Management
Kentucky
– -$284K -4,875 Closed
SFWA
1465
Summit Financial Wealth Advisors
Louisiana
– -$271K -4,650 Closed
PCM
1466
Penserra Capital Management
California
– -$256K -4,400 Closed
YMRC
1467
Yorktown Management & Research Company
Virginia
– -$257K -4,400 Closed
PTC
1468
Philadelphia Trust Company
Pennsylvania
– -$255K -4,370 Closed
MWM
1469
Mission Wealth Management
California
– -$254K -4,364 Closed
OAM
1470
Oxford Asset Management
United Kingdom
– -$254K -4,363 Closed
OA
1471
Opes Advisors
California
– -$256K -4,295 Closed
AAM
1472
Autus Asset Management
Arizona
– -$250K -4,289 Closed
Squarepoint
1473
Squarepoint
New York
– -$247K -4,241 Closed
LIM
1474
Leavell Investment Management
Alabama
– -$244K -4,193 Closed
FWCM
1475
First Western Capital Management
California
– -$238K -4,086 Closed
57 58
59
60 61