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Starbucks
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
$1.01B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.44B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$870M
4
DZ Bank
DZ Bank
Germany
$243M
5
Victory Capital Management
Victory Capital Management
Texas
$142M

Top Sellers

1
Polen Capital Management
Polen Capital Management
Florida
$646M
2
Parnassus Investments
Parnassus Investments
California
$197M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$1.95B
4
MAM
Magellan Asset Management
Australia
$2.52B
5
Man Group
Man Group
United Kingdom
$188M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCCM
1726
Timber Creek Capital Management
Massachusetts
$15K – – –
EWA
1727
Evolution Wealth Advisors
Florida
$15K – – –
HGWM
1728
Harvest Group Wealth Management
Massachusetts
$15K +$13.3K +154 +770%
1IA
1729
1834 Investment Advisors
Wisconsin
$14K -$18.7K -207 -57%
HWM
1730
Holloway Wealth Management
Florida
$13K -$13K – –
UB
1731
UMB Bank
Missouri
$12K -$8.2K -92,751 -41%
AGA
1732
Accuvest Global Advisors
Utah
$12K -$754K -8,802 -98%
PCA
1733
Providence Capital Advisors
North Carolina
$12K -$681 -8 -5%
RBC
1734
Roble Belko & Company
Pennsylvania
$11K – – –
CAGAS
1735
Capital Advisory Group Advisory Services
Minnesota
$11K +$5.13K +55 +87%
SIS
1736
Sound Income Strategies
Florida
$10K – – –
CCMW
1737
Cypress Capital Management (Wyoming)
Wyoming
$10K – – –
TAIM
1738
TD Ameritrade Investment Management
Nebraska
$9K -$79.9K -888 -90%
RWG
1739
Regal Wealth Group
California
$9K +$1.14K +13 +14%
PWMG
1740
Prestige Wealth Management Group
New Jersey
$8K +$2.94K +32 +58%
IAS
1741
IMA Advisory Services
Colorado
$7K – – –
NCM
1742
New Capital Management
Texas
$7K +$95 +1 +1%
SWM
1743
Selective Wealth Management
Virginia
$7K +$7K +81 New
LFG
1744
Larson Financial Group
Missouri
$6K -$4.88K -52 -45%
PCFFS
1745
Pacific Center for Financial Services
California
$6K +$2.78K +32 +86%
LTI
1746
Laffer Tengler Investments
Tennessee
$5.75K +$5.75K +65 New
DP
1747
Denver PWM
Colorado
$5.7K +$5.7K +65 New
MIM
1748
Macroview Investment Management
Maryland
$5K – – –
JGIA
1749
Jackson Grant Investment Advisers
Connecticut
$5K – – –
FWM
1750
Focused Wealth Management
New York
$5K +$4.91K +55 +5,500%
68 69
70
71 72