SBUX icon

Starbucks
SBUX

Overview Fund Activity

1,479 hedge funds and large institutions have $54.6B invested in Starbucks in 2018 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 500 increasing their positions, 696 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,479
Holders Change
-13
Holders Change %
-0.87%
% of All Funds
33.87%
Holding in Top 10
35
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+34.62%
% of All Funds
0.8%
New
119
Increased
500
Reduced
696
Closed
116
Calls
$1.29B
Puts
$2.81B
Net Calls
-$1.53B
Net Calls Change
+$60.7M

Top Buyers

1
Nomura Holdings
Nomura Holdings
Japan
+$577M
2
CRC
Cedar Rock Capital
United Kingdom
+$570M
3
Polen Capital Management
Polen Capital Management
Florida
+$327M
4
BlackRock
BlackRock
New York
+$325M
5
MAM
Magellan Asset Management
Australia
+$323M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$735M
2
Sands Capital Management
Sands Capital Management
Virginia
-$319M
3
UBS Group
UBS Group
Switzerland
-$282M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$241M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
1001
Hilltop Holdings
Texas
$590K -$41.5K -730 -7%
OCG
1002
Opus Capital Group
Ohio
$589K +$589K +10,374 New
RGIA
1003
Rainier Group Investment Advisory
Washington
$586K – – –
Fisher Asset Management
1004
Fisher Asset Management
Washington
$585K +$35.7K +628 +6%
CCA
1005
Cobblestone Capital Advisors
New York
$583K -$122K -2,145 -17%
IIM
1006
Ipswich Investment Management
Massachusetts
$583K -$33.7K -592 -5%
SAMH
1007
Shanda Asset Management Holdings
British Virgin Islands
$582K -$582K -10,246 -50%
SWMG
1008
Signature Wealth Management Group
Georgia
$582K +$140K +2,401 +32%
BCWM
1009
Bartlett & Co Wealth Management
Ohio
$576K +$9.66K +170 +2%
BC
1010
Bartlett & Co
Ohio
$576K +$9.66K +170 +2%
ACM
1011
Alethea Capital Management
Washington
$576K +$576K +10,139 New
S
1012
SignatureFD
Georgia
$571K -$30.9K -544 -5%
CPIG
1013
Chicago Partners Investment Group
Illinois
$571K +$399K +6,843 +233%
LC
1014
Lourd Capital
California
$559K -$18K -317 -3%
IWA
1015
Independence Wealth Advisors
Virginia
$547K – – –
WC
1016
Whitnell & Co
Illinois
$546K -$28.4K -500 -5%
PO
1017
Private Ocean
California
$541K -$107K -1,879 -16%
DSI
1018
Daiwa SB Investments
Japan
$541K +$45.5K +800 +9%
OCM
1019
One Capital Management
California
$540K -$1.54K -27 -0.3%
CIM
1020
CIM Investment Management
Pennsylvania
$539K -$284 -5 -0.1%
CFMC
1021
Curbstone Financial Management Corp
New Hampshire
$538K +$538K +9,470 New
CAM
1022
Cidel Asset Management
Ontario, Canada
$536K – – –
WJA
1023
Williams Jones & Associates
New York
$534K – – –
PCM
1024
PenderFund Capital Management
British Columbia, Canada
$534K – – –
SS
1025
Sunbelt Securities
Texas
$534K +$16K +282 +3%
39 40
41
42 43