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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 %
IC
1476
Inscription Capital
Texas
$285K – – –
PFP
1477
Pinnacle Financial Partners
Tennessee
$283K -$22.5K -255 -7%
EMG
1478
Ellington Management Group
Connecticut
$283K +$283K +3,200 New
PIM
1479
Penobscot Investment Management
Massachusetts
$282K – – –
NFG
1480
Nations Financial Group
Iowa
$282K +$282K +3,339 New
CAG
1481
Csenge Advisory Group
Florida
$281K +$281K +3,177 New
FIM
1482
Fernwood Investment Management
Massachusetts
$280K +$19.1K +216 +7%
MMPW
1483
Mitchell McLeod Pugh & Williams
Alabama
$274K – – –
EWM
1484
Elite Wealth Management
Washington
$274K – – –
LCM
1485
Laurion Capital Management
New York
$274K +$274K +3,101 New
LIM
1486
Leavell Investment Management
Alabama
$273K -$27.4K -310 -9%
SGK
1487
Steigerwald Gordon & Koch
Virginia
$273K +$354 +4 +0.1%
FA
1488
FCG Advisors
New Jersey
$272K -$8.49K -96 -3%
CPIG
1489
Chicago Partners Investment Group
Illinois
$271K +$18K +216 +7%
RIA
1490
Regal Investment Advisors
Michigan
$268K -$51K -576 -16%
FC
1491
Ferris Capital
Massachusetts
$266K -$530 -6 -0.2%
CCM
1492
Carlson Capital Management
Minnesota
$266K +$3.18K +36 +1%
WMC
1493
Westwood Management Corporation
Illinois
$265K – – –
LWM
1494
Liberty Wealth Management
California
$264K -$475K -5,373 -64%
NEPWA
1495
New England Private Wealth Advisors
Massachusetts
$262K +$353 +4 +0.1%
CPSAC
1496
Chas P. Smith & Associates (CPS)
Florida
$261K -$9.72K -110 -4%
PWM
1497
Perigon Wealth Management
California
$260K +$40.2K +466 +18%
HHGA
1498
Halbert Hargrove Global Advisors
California
$259K -$10.1K -114 -4%
SRC
1499
Sage Rhino Capital
California
$259K +$442 +5 +0.2%
RWA
1500
River Wealth Advisors
Pennsylvania
$258K +$3.8K +43 +1%
58 59
60
61 62