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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 %
GTAM
1001
Global Trust Asset Management
Florida
$602K +$8.16K +167 +1%
SBA
1002
Secrest Blakey & Associates
North Carolina
$597K +$16.5K +338 +3%
EGM
1003
Engineers Gate Manager
New York
$596K +$596K +12,200 New
PG
1004
Pendal Group
Australia
$595K -$52.8K -1,080 -8%
CFG
1005
Citizens Financial Group
Rhode Island
$595K -$106K -2,159 -15%
AFG
1006
Albion Financial Group
Utah
$594K +$16.4K +335 +3%
PA
1007
Pinnacle Associates
New York
$592K -$1.84M -37,593 -76%
MCM
1008
Maryland Capital Management
Maryland
$586K +$3.27K +67 +0.6%
SWM
1009
SeaCrest Wealth Management
New York
$581K -$22.7K -465 -4%
Rockefeller Capital Management
1010
Rockefeller Capital Management
New York
$578K +$91.2K +1,866 +19%
AAM
1011
Auxier Asset Management
Oregon
$570K – – –
SGCA
1012
Steel Grove Capital Advisors
Tennessee
$569K – – –
LWM
1013
Lenox Wealth Management
Ohio
$566K -$12.2K -250 -2%
PV
1014
Private Vista
Illinois
$564K -$28.9K -591 -5%
RAM
1015
Redmond Asset Management
Virginia
$561K +$1.95K +40 +0.3%
CONA
1016
Capital One National Association
New York
$559K -$108K -2,209 -16%
W
1017
Wealthfront
California
$557K -$1.89M -38,777 -77%
PO
1018
Private Ocean
California
$556K -$21.8K -447 -4%
Fuller & Thaler Asset Management
1019
Fuller & Thaler Asset Management
California
$552K – – –
Edgewood Management
1020
Edgewood Management
Connecticut
$551K -$9.48K -194 -2%
AMCA
1021
Arthur M. Cohen & Associates
Illinois
$551K – – –
CSIC
1022
Clifford Swan Investment Counsel
California
$551K +$81.8K +1,674 +17%
RG
1023
Rikoon Group
New Mexico
$550K +$4.89K +100 +0.9%
LCM
1024
Leisure Capital Management
California
$550K +$301K +6,166 +121%
WAM
1025
Winslow Asset Management
Ohio
$547K -$128K -2,618 -19%
39 40
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