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 %
HW
1501
Hamilton Wealth
California
$246K +$8.4K +100 +4%
SRC
1502
Sage Rhino Capital
California
$245K +$245K +2,926 New
ACM
1503
Allred Capital Management
Texas
$243K -$6.3K -74 -3%
RHJA
1504
Rice Hall James & Associates
California
$243K – – –
RWA
1505
River Wealth Advisors
Pennsylvania
$241K -$12.3K -147 -5%
WDL
1506
Well Done LLC
Michigan
$239K -$32.3K -385 -12%
MF
1507
Manchester Financial
California
$238K +$84 +1 +0%
ESBC
1508
E.S. Barr & Co
Kentucky
$237K -$8.38K -100 -3%
DWA
1509
Dougherty Wealth Advisers
Minnesota
$237K – – –
DWM
1510
Destination Wealth Management
California
$237K +$29.7K +354 +14%
HCP
1511
Holt Capital Partners
Texas
$235K -$25.2K -300 -10%
AWM
1512
AllSquare Wealth Management
New York
$235K -$8.39K -100 -3%
GVAG
1513
Great Valley Advisor Group
Delaware
$233K -$19.1K -226 -8%
DWM
1514
Darwin Wealth Management
Florida
$233K -$3.44K -41 -1%
GCA
1515
Gradient Capital Advisors
California
$231K -$33.6K -400 -13%
AFNAS
1516
American Financial Network Advisory Services
California
$231K -$6.27K -75 -3%
NPF
1517
Norris Perne & French
Michigan
$230K – – –
WCM
1518
Wedge Capital Management
North Carolina
$230K +$230K +2,740 New
WPW
1519
Winthrop Partners - WNY
New York
$228K – – –
CHA
1520
Cooper/Haims Advisors
New York
$226K -$176K -2,093 -44%
AJ
1521
Ashburton (Jersey)
Jersey
$226K +$154K +1,833 +213%
TFF
1522
The Family Firm
Maryland
$225K -$12.8K -153 -5%
LCM
1523
Liberty Capital Management
Michigan
$223K +$223K +2,660 New
CH
1524
Canton Hathaway
Rhode Island
$222K +$8.62K +103 +4%
HL
1525
HeadInvest LLC
Maine
$222K +$222K +2,650 New
59 60
61
62 63