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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 %
MFS
1076
Madrona Financial Services
Washington
$566K +$156K +2,700 +38%
IIC
1077
Integrated Investment Consultants
Michigan
$563K +$563K +9,733 New
PFA
1078
Paradigm Financial Advisors
Missouri
$561K -$6.02K -104 -1%
PBT
1079
Pictet Bank & Trust
Bahamas
$558K -$16.6K -287 -3%
NEPWA
1080
New England Private Wealth Advisors
Massachusetts
$558K – – –
IWA
1081
Independence Wealth Advisors
Virginia
$557K – – –
CSIC
1082
Clifford Swan Investment Counsel
California
$556K – – –
SI
1083
Sensato Investors
California
$556K +$556K +9,600 New
OCM
1084
One Capital Management
California
$555K +$5.21K +90 +0.9%
BDF
1085
Balasa Dinverno & Foltz
$553K -$105K -1,810 -16%
AA
1086
ALPS Advisors
Colorado
$552K +$552K +9,534 New
ID
1087
Integral Derivatives
New York
$551K -$750K -12,950 -58%
BWM
1088
Buckley Wealth Management
Nevada
$551K -$11.2K -194 -2%
WIM
1089
Westside Investment Management
California
$551K -$18.8K -335 -3%
FNBOH
1090
First National Bank of Hutchinson
Kansas
$546K -$20.4K -352 -4%
TWA
1091
TCI Wealth Advisors
Arizona
$546K +$40.1K +693 +8%
MBTD
1092
Mechanics Bank - Trust Department
California
$539K +$37.6K +650 +8%
CAAS
1093
Capital Asset Advisory Services
Michigan
$538K -$73.3K -1,265 -12%
PL
1094
Perpetual Ltd
Australia
$536K – – –
NFG
1095
Next Financial Group
Texas
$535K +$126K +2,182 +31%
IIA
1096
IPG Investment Advisors
California
$530K +$107K +1,854 +25%
LC
1097
LCNB Corp
Ohio
$530K -$3.36K -58 -0.6%
GJIC
1098
Gamble Jones Investment Counsel
California
$529K -$8.11K -140 -2%
Fisher Asset Management
1099
Fisher Asset Management
Washington
$527K -$81.9K -1,414 -13%
FDS
1100
First Dallas Securities
Texas
$525K -$2.78K -48 -0.5%
42 43
44
45 46