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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 %
BFA
1476
Bragg Financial Advisors
North Carolina
– -$234K -4,014 Closed
RC
1477
Roundview Capital
New Jersey
– -$232K -3,975 Closed
BCM
1478
Brookstone Capital Management
Illinois
– -$229K -3,934 Closed
SCM
1479
Schnieders Capital Management
California
– -$226K -3,875 Closed
MBT
1480
Montecito Bank & Trust
California
– -$223K -3,841 Closed
HPC
1481
HM Payson & Co
Maine
– -$222K -3,809 Closed
IT
1482
Independence Trust
Tennessee
– -$220K -3,772 Closed
LCOV
1483
London Company of Virginia
Virginia
– -$216K -3,700 Closed
NB
1484
NBT Bank
New York
– -$215K -3,694 Closed
PBO
1485
Peoples Bank (Ohio)
Ohio
– -$214K -3,675 Closed
MHS
1486
M Holdings Securities
Oregon
– -$214K -3,669 Closed
PRHC
1487
P.R. Herzig & Co
New York
– -$213K -3,650 Closed
CNBT
1488
Canandaigua National Bank & Trust
New York
– -$210K -3,598 Closed
MGIA
1489
Moneta Group Investment Advisors
Missouri
– -$209K -3,580 Closed
AR
1490
Advisory Research
Illinois
– -$209K -3,576 Closed
B
1491
Bailard
California
– -$208K -3,563 Closed
AHB
1492
Abner Herrman & Brock
New Jersey
– -$208K -3,559 Closed
CBA
1493
Coastal Bridge Advisors
Connecticut
– -$205K -3,518 Closed
DLG
1494
Daniel L. Goodwin
– -$204K -3,500 Closed
CA
1495
Callahan Advisors
Texas
– -$202K -3,470 Closed
IC
1496
InterOcean Capital
Illinois
– -$202K -3,470 Closed
FMA
1497
FNY Managed Accounts
New York
– -$199K -3,416 Closed
HA
1498
Harfst & Associates
Wyoming
– -$186K -3,193 Closed
BSAM
1499
Blue Sky Asset Management
Colorado
– -$185K -3,180 Closed
MLFP
1500
MPS Loria Financial Planners
Illinois
– -$153K -2,888 Closed
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