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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 %
ACM
651
Alpha Capital Management
Texas
$2.53M -$74.9K -1,293 -3%
AIA
652
Allegis Investment Advisors
Idaho
$2.52M -$273K -4,717 -10%
AF
653
Arrow Financial
New York
$2.52M +$529K +9,142 +27%
TPWA
654
TRUE Private Wealth Advisors
Oregon
$2.5M -$135K -2,334 -5%
KWM
655
Kingsview Wealth Management
Oregon
$2.5M +$1.93M +33,350 +340%
CAPTRUST Financial Advisors
656
CAPTRUST Financial Advisors
North Carolina
$2.5M -$869K -15,460 -26%
MCWS
657
McKinley Carter Wealth Services
West Virginia
$2.5M +$30.5K +527 +1%
CCM
658
Chickasaw Capital Management
Tennessee
$2.49M +$46.5K +803 +2%
EIM
659
Essex Investment Management
Massachusetts
$2.48M -$238K -4,110 -9%
BRWA
660
B. Riley Wealth Advisors
Florida
$2.48M -$68.6K -1,184 -3%
RC
661
Reik & Co
New York
$2.47M -$57.9K -1,000 -2%
SCA
662
Strategic Capital Advisers
Colorado
$2.46M – – –
I
663
IberiaBank
Louisiana
$2.46M -$230K -3,973 -9%
VFA
664
Valeo Financial Advisors
Indiana
$2.46M +$218K +3,771 +10%
BCMO
665
Buckingham Capital Management (Ohio)
Ohio
$2.44M -$282K -4,877 -10%
WAM
666
Wealthspire Advisors (Maryland)
Maryland
$2.43M +$484K +8,357 +25%
PIMJS
667
PKO Investment Management Joint-Stock
Poland
$2.42M – – –
EWA
668
EP Wealth Advisors
California
$2.4M -$553K -9,556 -19%
NSIM
669
North Star Investment Management
Illinois
$2.4M -$49.2K -850 -2%
BMC
670
Benin Management Corp
Connecticut
$2.4M +$448K +7,735 +23%
RW
671
Rand Wealth
Maryland
$2.38M +$34.3K +593 +1%
PMG
672
ProVise Management Group
Florida
$2.37M +$578K +9,990 +32%
HI
673
Horizon Investments
North Carolina
$2.35M +$2.35M +40,557 New
PWW
674
Pettyjohn Wood & White
Virginia
$2.35M +$49.2K +850 +2%
BOH
675
Bank of Hawaii
Hawaii
$2.34M +$184K +3,176 +9%
25 26
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