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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 %
AWM
1701
Avondale Wealth Management
Texas
$27K – – –
FMP
1702
Financial Management Professionals
Texas
$27K – – –
BWL
1703
Bogart Wealth LLC
Virginia
$27K – – –
SIA
1704
SeaBridge Investment Advisors
New Jersey
$27K – – –
ETI
1705
Enterprise Trust & Investment
California
$26K – – –
MA
1706
MCF Advisors
Kentucky
$24K – – –
BAMG
1707
Brand Asset Management Group
Missouri
$23K – – –
DAM
1708
Delta Asset Management
Tennessee
$23K +$19.3K +217 +517%
CJA
1709
C-J Advisory
California
$22K -$2.07K -23 -9%
NPP
1710
New Potomac Partners
Maryland
$20K – – –
SIAS
1711
Shine Investment Advisory Services
Colorado
$20K +$16.6K +188 +482%
GWAG
1712
Garrett Wealth Advisory Group
Texas
$19.7K +$19.7K +223 New
GWA
1713
Guidant Wealth Advisors
Illinois
$19K – – –
ARMC
1714
American Research & Management Company
Massachusetts
$18K – – –
AP
1715
Atwood & Palmer
Missouri
$18K – – –
DRS
1716
Deane Retirement Strategies
Louisiana
$18K – – –
APSP
1717
Asset Planning Services (Pennsylvania)
Pennsylvania
$18K – – –
TCM
1718
TD Capital Management
Tennessee
$18K +$88 +1 +0.5%
EWM
1719
Endurance Wealth Management
Rhode Island
$18K +$9K +100 +100%
AM
1720
Atwater Malick
Pennsylvania
$18K +$18K +202 New
OAJ
1721
Ogorek Anthony Joseph
New York
$17K – – –
BDWM
1722
Brewin Dolphin Wealth Management
Ireland
$16.4K – – –
Credit Agricole
1723
Credit Agricole
France
$16K – – –
WWM
1724
Willingdon Wealth Management
North Carolina
$16K +$14K +158 +718%
LJHT
1725
Laurie J. Hall Trustee
$15K -$2.14K -25 -13%
67 68
69
70 71