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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 %
EWM
826
Evercore Wealth Management
New York
$1.42M -$119K -2,050 -8%
First Manhattan
827
First Manhattan
New York
$1.42M -$173K -2,996 -11%
CA
828
Cetera Advisors
Colorado
$1.41M +$18.5K +320 +1%
P
829
Pitcairn
Pennsylvania
$1.41M -$1.71M -29,484 -55%
HW
830
Hedeker Wealth
Illinois
$1.4M -$28.3K -489 -2%
MNBTD
831
Moody National Bank Trust Division
Texas
$1.4M -$14.5K -250 -1%
NERM
832
New England Research & Management
Illinois
$1.4M +$328K +5,675 +31%
TF
833
Tompkins Financial
New York
$1.39M +$110K +1,895 +9%
AIIMS
834
Analyst IMS Investment Management Services
Israel
$1.39M -$140K -2,485 -9%
NIM
835
Nexus Investment Management
Ontario, Canada
$1.39M – – –
WIS
836
Wright Investors Service
Connecticut
$1.39M – – –
LOAMS
837
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.39M -$234K -4,037 -14%
FMC
838
First Merchants Corp
Indiana
$1.38M +$113K +1,950 +9%
H
839
HoyleCohen
California
$1.38M +$40.5K +700 +3%
PGIM
840
Pacific Global Investment Management
California
$1.37M +$126K +2,177 +10%
CWM
841
CMH Wealth Management
New Hampshire
$1.37M +$24.2K +430 +2%
FAM
842
Formidable Asset Management
Ohio
$1.36M +$25.6K +442 +2%
ZAM
843
Zevin Asset Management
Massachusetts
$1.36M -$2.05M -35,392 -60%
FFSOTS
844
Fiduciary Financial Services of The Southwest
Texas
$1.36M -$326K -5,633 -19%
GKFF
845
George Kaiser Family Foundation
Oklahoma
$1.36M – – –
KA
846
Kovack Advisors
Florida
$1.35M -$15.3K -265 -1%
OIA
847
Optimum Investment Advisors
Illinois
$1.35M +$63.3K +1,093 +5%
CIA
848
Cascade Investment Advisors
Oregon
$1.35M +$1.24M +21,400 +1,146%
TVWM
849
Tower View Wealth Management
Wisconsin
$1.34M +$31.8K +549 +2%
TCOT
850
Trust Company of Toledo
Ohio
$1.34M -$4.17K -72 -0.3%
32 33
34
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