SBUX icon

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 %
BEAM
951
Baker Ellis Asset Management
Washington
$925K -$11.6K -200 -1%
AAM
952
Azzad Asset Management
Virginia
$923K +$29.5K +509 +3%
VIA
953
Vident Investment Advisory
Georgia
$915K +$130K +2,186 +17%
ACA
954
Anchor Capital Advisors
Massachusetts
$912K +$912K +15,750 New
CEP
955
Chicago Equity Partners
Illinois
$908K +$908K +15,680 New
CIC
956
Cornercap Investment Counsel
Georgia
$904K -$325K -5,608 -26%
IAM
957
Impax Asset Management
New Hampshire
$894K +$122K +2,106 +16%
DPIM
958
Duff & Phelps Investment Management
Illinois
$893K -$29.5K -510 -3%
IDBONY
959
Israel Discount Bank of New York
New York
$892K -$2.2K -38 -0.2%
BCM
960
Brown Capital Management
Maryland
$888K +$39.1K +675 +5%
TAMH
961
Taikang Asset Management (HK)
Hong Kong
$884K +$662K +11,424 +298%
BOS
962
Bingham Osborn & Scarborough
California
$882K -$1.33K -23 -0.2%
SNT
963
Security National Trust
West Virginia
$880K – – –
GI
964
Glovista Investments
New Jersey
$879K +$46.3K +800 +6%
RCM
965
RNC Capital Management
California
$875K -$226K -3,900 -21%
MCM
966
Mainstay Capital Management
Michigan
$875K +$171K +2,953 +24%
CC
967
Chicago Capital
Illinois
$873K +$873K +15,080 New
KFC
968
Klingenstein Fields & Co
New York
$868K – – –
BOC
969
Barbara Oil Co
Illinois
$868K – – –
FCM
970
Force Capital Management
New York
$868K +$353K +6,099 +69%
PIM
971
Profit Investment Management
Maryland
$864K – – –
VDFA
972
Vickerman & Driscoll Financial Advisors
Washington
$852K +$14.5K +250 +2%
ACH
973
ArrowMark Colorado Holdings
Colorado
$849K – – –
LOAME
974
Lombard Odier Asset Management (Europe)
United Kingdom
$848K -$89.5K -1,546 -10%
MHIC
975
Marble Harbor Investment Counsel
Massachusetts
$845K +$99.2K +1,715 +13%
37 38
39
40 41