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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 %
BCM
926
Boltwood Capital Management
California
$1.04M -$23.6K -407 -2%
MCM
927
MAI Capital Management
Ohio
$1.03M -$207K -3,567 -17%
MIM
928
Marco Investment Management
Georgia
$1.03M -$752 -13 -0.1%
HCM
929
Hollencrest Capital Management
California
$1.02M +$5.09K +88 +0.5%
GFPC
930
Global Financial Private Capital
Florida
$1M +$90.7K +1,568 +10%
PGCM
931
Prescott Group Capital Management
Oklahoma
$996K – – –
MWAC
932
Mariner Wealth Advisors (Cincinnati)
Ohio
$988K -$84.5K -1,461 -8%
AWM
933
AE Wealth Management
Kansas
$986K +$167K +2,892 +20%
Twin Tree Management
934
Twin Tree Management
Texas
$984K -$2.79M -48,159 -74%
SIAP
935
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$977K +$63.7K +1,100 +7%
MCA
936
Mercer Capital Advisers
New Jersey
$974K +$247K +4,275 +34%
DIA
937
Denver Investment Advisors
Colorado
$963K -$156K -2,697 -14%
HCM
938
Hall Capital Management
Rhode Island
$955K -$42K -725 -4%
SCA
939
Snowden Capital Advisors
New York
$950K +$486K +8,390 +105%
PHIMC
940
Private Harbour Investment Management & Counsel
Ohio
$947K +$947K +16,362 New
SFA
941
Sequoia Financial Advisors
Ohio
$946K +$118K +2,045 +14%
MIP
942
Marietta Investment Partners
Wisconsin
$945K – – –
CG
943
Caprock Group
Idaho
$938K -$269K -4,653 -22%
FFC
944
First Financial Corp
Indiana
$936K -$137K -2,366 -13%
SLG
945
Stanley-Laman Group
Pennsylvania
$933K +$78.5K +1,356 +9%
NB
946
Nicolet Bankshares
Wisconsin
$932K -$6.89K -119 -0.7%
AA
947
Ancora Advisors
Ohio
$931K +$441K +7,611 +90%
SC
948
Slow Capital
California
$927K +$66.2K +1,144 +8%
CT
949
Coastline Trust
Rhode Island
$927K +$135K +2,340 +17%
TRCT
950
Tower Research Capital (TRC)
New York
$926K -$1.08M -18,565 -54%
36 37
38
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