SBUX icon

Starbucks
SBUX

Overview Fund Activity

1,573 hedge funds and large institutions have $58.8B invested in Starbucks in 2018 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 604 increasing their positions, 645 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,573
Holders Change
+28
Holders Change %
+1.81%
% of All Funds
36.1%
Holding in Top 10
50
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.17%
% of All Funds
1.15%
New
137
Increased
604
Reduced
645
Closed
93
Calls
$985M
Puts
$2.72B
Net Calls
-$1.74B
Net Calls Change
-$321M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$688M
2
Morgan Stanley
Morgan Stanley
New York
+$403M
3
EVM
Eaton Vance Management
Massachusetts
+$307M
4
SI
Scharf Investments
California
+$166M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$152M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$790M
2
Ameriprise
Ameriprise
Minnesota
-$548M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$361M
4
Brown Advisory
Brown Advisory
Maryland
-$276M
5
State Street
State Street
Massachusetts
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
601
Cadence Bank
Mississippi
$3.13M +$3.13M +54,053 New
ECAM
602
East Coast Asset Management
Massachusetts
$3.13M -$186K -3,221 -6%
RCM
603
RB Capital Management
Nevada
$3.12M -$51.8K -894 -2%
MYIA
604
Mount Yale Investment Advisors
Colorado
$3.12M +$3.12M +53,828 New
BCA
605
Bray Capital Advisors
Florida
$3.11M -$183K -3,164 -6%
CCM
606
Carderock Capital Management
Maryland
$3.09M -$304K -5,246 -9%
HRC
607
Hoertkorn Richard Charles
$3.09M +$11.6K +200 +0.4%
SFG
608
SNS Financial Group
Minnesota
$3.05M -$344K -5,946 -10%
LTI
609
Laffer Tengler Investments
Tennessee
$3.05M +$467K +8,060 +18%
WSTAM
610
Wilbanks Smith & Thomas Asset Management
Virginia
$3.04M +$2.6M +44,987 +592%
BFEC
611
Benjamin F. Edwards & Company
Missouri
$3.04M -$95.1K -1,643 -3%
VFA
612
Voya Financial Advisors
Connecticut
$3.03M +$1.03M +17,772 +52%
GAM
613
Griffin Asset Management
New York
$3.02M +$146K +2,526 +5%
SFS
614
Sowell Financial Services
Arkansas
$3M +$28.1K +495 +0.9%
CIG
615
Consolidated Investment Group
Colorado
$2.99M – – –
CI
616
Cigna Investments
Connecticut
$2.98M -$61.7K -1,065 -2%
AWP
617
Ascent Wealth Partners
New York
$2.95M +$55.9K +966 +2%
BA
618
Bristlecone Advisors
Washington
$2.94M -$207K -3,576 -7%
GWM
619
Geneos Wealth Management
Colorado
$2.94M +$188K +3,251 +7%
HCM
620
HGI Capital Management
New York
$2.94M +$2.94M +50,714 New
PCTC
621
Perkins Coie Trust Company
Washington
$2.92M +$1.94M +33,532 +198%
OGC
622
Oak Grove Capital
New Hampshire
$2.91M -$440K -7,600 -13%
W
623
Wealthfront
California
$2.91M +$949K +16,389 +49%
RR
624
Robotti Robert
$2.9M – – –
UMA
625
USA Mutuals Advisors
Texas
$2.9M +$1.74M +30,000 +150%
23 24
25
26 27