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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 %
ICM
876
IMS Capital Management
Oregon
$1.22M – – –
OAM
877
Oak Asset Management
California
$1.22M +$66.3K +1,145 +6%
KI
878
Koch Industries
Kansas
$1.22M +$900K +15,532 +284%
GFA
879
Gifford Fong Associates
California
$1.22M +$1.22M +21,000 New
AR
880
Advisory Research
Illinois
$1.21M +$1.01M +17,455 +495%
HSA
881
HBK Sorce Advisory
Pennsylvania
$1.2M +$6.83K +118 +0.6%
AWCI
882
Alpine Woods Capital Investors
New York
$1.19M – – –
FLI
883
Family Legacy Inc
South Carolina
$1.19M +$16.3K +281 +1%
PI
884
Putnam Investments
Massachusetts
$1.18M -$91K -1,573 -7%
LSA
885
L & S Advisors
California
$1.18M -$16.6K -287 -1%
VR
886
Viridian RIA
Washington
$1.17M +$1.17M +19,890 New
T
887
TOBAM
France
$1.17M +$1.17M +20,134 New
AC
888
Arjuna Capital
North Carolina
$1.16M +$16.1K +278 +1%
MOS
889
MGO One Seven
Ohio
$1.16M +$834K +14,414 +257%
PCG
890
Private Capital Group
Connecticut
$1.16M +$47.3K +818 +4%
Acadian Asset Management
891
Acadian Asset Management
Massachusetts
$1.15M +$672K +11,607 +141%
HCM
892
Horan Capital Management
Maryland
$1.15M +$59.3K +1,025 +5%
PFSC
893
Peoples Financial Services Corp
Pennsylvania
$1.15M -$2.9K -50 -0.3%
FMTCOCP
894
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.15M -$59.3K -1,025 -5%
PPSG
895
Princeton Portfolio Strategies Group
New Jersey
$1.15M – – –
AWA
896
Arete Wealth Advisors
Illinois
$1.15M -$130K -2,250 -10%
CC
897
Cannell & Co
New York
$1.14M -$5.79K -100 -0.5%
RFA
898
Reilly Financial Advisors
California
$1.14M +$38.1K +658 +3%
LNC
899
Lincoln National Corp
Pennsylvania
$1.14M -$1.01M -17,487 -47%
HAG
900
HighPoint Advisor Group
Illinois
$1.13M -$49.2K -869 -4%
34 35
36
37 38