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Starbucks
SBUX

Overview Fund Activity

1,492 hedge funds and large institutions have $48.2B invested in Starbucks in 2018 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 553 increasing their positions, 673 reducing their positions, and 163 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,492
Holders Change
-81
Holders Change %
-5.15%
% of All Funds
34.2%
Holding in Top 10
26
Holding in Top 10 Change
-24
Holding in Top 10 Change %
-48%
% of All Funds
0.6%
New
98
Increased
553
Reduced
673
Closed
163
Calls
$866M
Puts
$2.45B
Net Calls
-$1.59B
Net Calls Change
+$151M

Top Buyers

1
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$692M
2
Bank of America
Bank of America
North Carolina
+$155M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$150M
4
HMP
HS Management Partners
New York
+$128M
5
Parnassus Investments
Parnassus Investments
California
+$124M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$948M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$350M
3
EVM
Eaton Vance Management
Massachusetts
-$248M
4
TCIM
TIAA CREF Investment Management
New York
-$172M
5
HL
Harding Loevner
New Jersey
-$135M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCM
926
Force Capital Management
New York
$782K +$48.9K +1,000 +7%
ZAM
927
Zevin Asset Management
Massachusetts
$777K -$371K -7,594 -32%
MIP
928
Marietta Investment Partners
Wisconsin
$777K -$21K -430 -3%
AWA
929
Arete Wealth Advisors
Illinois
$769K -$198K -4,055 -20%
MHIC
930
Marble Harbor Investment Counsel
Massachusetts
$769K +$56.1K +1,148 +8%
PPSG
931
Princeton Portfolio Strategies Group
New Jersey
$761K -$206K -4,216 -21%
IDBONY
932
Israel Discount Bank of New York
New York
$760K +$8.44K +173 +1%
PGCM
933
Prescott Group Capital Management
Oklahoma
$758K -$82.3K -1,685 -10%
CI Investments Inc
934
CI Investments Inc
Ontario, Canada
$757K +$757K +15,500 New
SFA
935
Sequoia Financial Advisors
Ohio
$754K -$44.6K -914 -6%
BCM
936
Brown Capital Management
Maryland
$754K +$4.74K +97 +0.6%
BB
937
Bell Bank
North Dakota
$752K +$96.8K +1,983 +15%
BOS
938
Bingham Osborn & Scarborough
California
$749K +$5.37K +110 +0.7%
TFA
939
Toth Financial Advisory
Virginia
$747K +$159K +3,260 +27%
CPA
940
Clear Perspective Advisors
Illinois
$743K +$76.8K +1,572 +12%
SNT
941
Security National Trust
West Virginia
$742K – – –
DPIM
942
Duff & Phelps Investment Management
Illinois
$738K -$15.1K -310 -2%
MC
943
Marcus Capital
Illinois
$738K +$45.2K +925 +7%
MCM
944
Mainstay Capital Management
Michigan
$734K -$4.4K -90 -0.6%
BOC
945
Barbara Oil Co
Illinois
$733K – – –
DCM
946
Dupont Capital Management
Delaware
$731K +$731K +14,965 New
KFC
947
Klingenstein Fields & Co
New York
$729K -$3.67K -75 -0.5%
PIM
948
Profit Investment Management
Maryland
$729K – – –
VIA
949
Vident Investment Advisory
Georgia
$728K -$24.9K -510 -3%
GI
950
Glovista Investments
New Jersey
$718K -$24.4K -500 -3%
36 37
38
39 40