SBUX icon

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 %
MMPW
1476
Mitchell McLeod Pugh & Williams
Alabama
$260K – – –
PWAG
1477
Polaris Wealth Advisory Group
California
$260K +$260K +3,075 New
TH
1478
Timber Hill
Connecticut
$260K +$260K +3,100 New
EAM
1479
Evanson Asset Management
California
$258K -$256K -3,049 -50%
SGK
1480
Steigerwald Gordon & Koch
Virginia
$258K -$69.4K -830 -21%
HJA
1481
Hugh Johnson Advisors
New York
$257K -$2.1K -25 -0.8%
CPSAC
1482
Chas P. Smith & Associates (CPS)
Florida
$257K – – –
ESB
1483
Essex Savings Bank
Connecticut
$257K +$141K +1,679 +121%
PFGIA
1484
Patriot Financial Group Insurance Agency
Massachusetts
$255K -$3.42K -40 -1%
FFG
1485
Frisch Financial Group
New York
$254K +$6.8K +81 +3%
HHGA
1486
Halbert Hargrove Global Advisors
California
$254K +$254K +3,035 New
FC
1487
Ferris Capital
Massachusetts
$253K – – –
WMC
1488
Westwood Management Corporation
Illinois
$251K – – –
UIA
1489
UBP Investment Advisors
Switzerland
$251K – – –
Capstone Investment Advisors
1490
Capstone Investment Advisors
New York
$251K +$251K +2,995 New
NC
1491
Noked Capital
Israel
$251K +$251K +3,000 New
NI
1492
Noked Israel
Israel
$251K +$251K +3,000 New
NIM
1493
NuWave Investment Management
New Jersey
$250K +$232K +2,772 +1,295%
OWM
1494
Opes Wealth Management
California
$249K -$13.2K -158 -5%
LDFR
1495
Lehman & Derafelo Financial Resources
Pennsylvania
$249K – – –
CCM
1496
Carlson Capital Management
Minnesota
$249K – – –
NEPWA
1497
New England Private Wealth Advisors
Massachusetts
$249K +$249K +2,962 New
ITIM
1498
Indiana Trust & Investment Management
Indiana
$248K -$28.5K -340 -10%
FIM
1499
Fernwood Investment Management
Massachusetts
$247K -$16.7K -200 -6%
CCMG
1500
Clark Capital Management Group
Pennsylvania
$246K -$223K -2,664 -48%
58 59
60
61 62