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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 %
Lido Advisors
951
Lido Advisors
California
$716K -$178K -3,656 -20%
DBRC
952
D.B. Root & Company
Pennsylvania
$709K +$64.9K +1,329 +10%
WG
953
Winton Group
United Kingdom
$708K -$4.5M -91,962 -86%
IA
954
IFG Advisory
Georgia
$707K +$282K +5,772 +66%
SC
955
Slow Capital
California
$702K -$80.2K -1,643 -10%
BC
956
Burney Company
Virginia
$701K -$1.46M -29,943 -68%
AWM
957
AE Wealth Management
Kansas
$699K -$133K -2,718 -16%
BCM
958
Becker Capital Management
Oregon
$696K -$14.3K -293 -2%
IWM
959
IHT Wealth Management
Illinois
$696K +$288K +5,893 +70%
WI
960
Wintrust Investments
Illinois
$696K +$313K +6,416 +82%
ACH
961
ArrowMark Colorado Holdings
Colorado
$681K -$35.4K -725 -5%
NFG
962
Nations Financial Group
Iowa
$681K +$65.8K +1,346 +11%
H
963
HoyleCohen
California
$676K -$488K -9,977 -42%
FMBTD
964
First Midwest Bank Trust Division
Illinois
$676K -$256K -5,244 -27%
EHWM
965
Eads & Heald Wealth Management
Georgia
$676K -$10.7K -220 -2%
DT
966
Diversified Trust
Tennessee
$675K – – –
BP
967
Ballentine Partners
Massachusetts
$673K +$103K +2,115 +18%
CCWA
968
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$671K +$10.1K +207 +2%
MS
969
Marshall & Sullivan
Washington
$666K -$4.3K -88 -0.6%
CF
970
Centaurus Financial
California
$664K +$299K +6,115 +82%
WPW
971
Waldron Private Wealth
Pennsylvania
$658K – – –
GFPC
972
Global Financial Private Capital
Florida
$657K -$190K -3,887 -22%
DWT
973
Dorsey & Whitney Trust
South Dakota
$650K +$120K +2,460 +23%
MCM
974
Mengis Capital Management
Oregon
$647K +$9.76K +200 +2%
BCM
975
Brookmont Capital Management
Texas
$647K +$45.9K +941 +8%
37 38
39
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