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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 %
VCM
1601
Versant Capital Management
Arizona
$149K -$53K -634 -26%
PAM
1602
Paradigm Asset Management
New York
$147K -$105K -1,250 -42%
GT
1603
Glenmede Trust
Pennsylvania
$145K -$9.84K -117,354 -6%
SFPIA
1604
Stevens First Principles Investment Advisors
California
$143K – – –
WEC
1605
Winslow Evans & Crocker
Massachusetts
$140K -$5.42K -64 -4%
LWS
1606
Lucia Wealth Services
California
$139K – – –
TFA
1607
Transamerica Financial Advisors
Florida
$139K +$139K +1,654 New
SCM
1608
Silvant Capital Management
Georgia
$137K – – –
QAM
1609
QCI Asset Management
New York
$134K +$3.36K +40 +3%
TL
1610
TrueWealth LLC
Georgia
$129K – – –
IWA
1611
Intercontinental Wealth Advisors
Texas
$128K – – –
SJIM
1612
St. Johns Investment Management
Florida
$126K – – –
HDIM
1613
Hanson & Doremus Investment Management
Vermont
$116K +$20.1K +240 +21%
AC
1614
Avestar Capital
New York
$115K -$14.8K -183 -11%
WG
1615
Welch Group
Alabama
$111K +$111K +1,329 New
CCM
1616
Cribstone Capital Management
Maine
$109K – – –
KPCM
1617
Kings Point Capital Management
New York
$105K +$21.1K +251 +25%
LWA
1618
Lenox Wealth Advisors
New York
$105K +$84K +999 +400%
PFBT
1619
Parkside Financial Bank & Trust
Missouri
$104K +$12.1K +145 +13%
VC
1620
Vestor Capital
Illinois
$99K -$53.5K -635 -35%
TSW
1621
Thompson Siegel & Walmsley
Virginia
$97K -$25K -300 -21%
CAL
1622
Capital Analysts LLC
Pennsylvania
$89K -$31.8K -381 -26%
BWA
1623
Burt Wealth Advisors
Maryland
$89K – – –
DWM
1624
Doyle Wealth Management
Florida
$85K +$85K +1,010 New
SLF
1625
Sun Life Financial
Ontario, Canada
$84K -$93.6K -1,117 -53%
63 64
65
66 67