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SBUX

Overview Fund Activity

1,545 hedge funds and large institutions have $59.5B invested in Starbucks in 2017 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 571 increasing their positions, 568 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,545
Holders Change
+155
Holders Change %
+11.15%
% of All Funds
35.09%
Holding in Top 10
48
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+33.33%
% of All Funds
1.09%
New
243
Increased
571
Reduced
568
Closed
74
Calls
$1.05B
Puts
$2.47B
Net Calls
-$1.42B
Net Calls Change
-$59.8M

Top Buyers

1
EIP
Epoch Investment Partners
New York
+$310M
2
Morgan Stanley
Morgan Stanley
New York
+$302M
3
MAM
Magellan Asset Management
Australia
+$272M
4
Lazard Asset Management
Lazard Asset Management
New York
+$180M
5
Capital International Investors
Capital International Investors
California
+$144M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$316M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$217M
3
BlackRock
BlackRock
New York
-$204M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$154M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$110M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
801
Moody National Bank Trust Division
Texas
$1.4M -$6.89K -120 -0.5%
Edgewood Management
802
Edgewood Management
Connecticut
$1.4M -$20.7K -360 -1%
SC
803
Saturna Capital
Washington
$1.4M -$384K -6,686 -22%
FFA
804
First Foundation Advisors
California
$1.4M -$5.63K -98 -0.4%
MF
805
Magnetar Financial
Illinois
$1.39M +$291K +5,061 +26%
LCP
806
Legacy Capital Partners
Wisconsin
$1.39M +$1.06M +18,450 +321%
GXMC
807
Global X Management Company
New York
$1.39M +$304K +5,298 +28%
FNB
808
Farmers National Bank
Kentucky
$1.38M +$335K +5,835 +32%
NIM
809
Nexus Investment Management
Ontario, Canada
$1.38M – – –
PHS
810
Pekin Hardy Strauss
Illinois
$1.38M -$12.5K -218 -0.9%
WIS
811
Wright Investors Service
Connecticut
$1.38M +$399K +6,955 +41%
CWM
812
CMH Wealth Management
New Hampshire
$1.37M +$2.02K +35 +0.1%
CA
813
Cetera Advisors
Colorado
$1.37M -$373K -6,542 -21%
LA
814
LVW Advisors
New York
$1.37M +$59.1K +1,029 +5%
KA
815
Kovack Advisors
Florida
$1.36M -$295K -5,141 -18%
ZCI
816
Zevenbergen Capital Investments
Washington
$1.36M -$77.3K -1,345 -5%
PAM
817
Pegasus Asset Management
New York
$1.35M +$1.35M +23,496 New
GKFF
818
George Kaiser Family Foundation
Oklahoma
$1.35M – – –
TCOT
819
Trust Company of Toledo
Ohio
$1.33M -$36.2K -630 -3%
ASN
820
Advisory Services Network
Georgia
$1.33M +$667K +11,611 +100%
UBG
821
United Bank (Georgia)
Georgia
$1.33M +$63.8K +1,112 +5%
FAM
822
Formidable Asset Management
Ohio
$1.33M +$4.13K +72 +0.3%
H
823
HoyleCohen
California
$1.33M +$1.33M +23,107 New
Cerity Partners
824
Cerity Partners
New York
$1.32M +$58.5K +1,018 +5%
MFS
825
Monetta Financial Services
Illinois
$1.32M +$1.32M +23,000 New
31 32
33
34 35