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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 %
SS
1101
Sunbelt Securities
Texas
$525K +$22.9K +396 +5%
GC
1102
Grimes & Company
Massachusetts
$521K +$521K +8,996 New
KPF
1103
K2 Principal Fund
Ontario, Canada
$521K +$521K +9,000 New
SCA
1104
Stuart Chaussee & Associates
California
$520K – – –
MCM
1105
MV Capital Management
Maryland
$520K +$165K +2,847 +46%
RP
1106
Rice Partnership
Hawaii
$516K +$11.6K +201 +2%
CA
1107
Cambridge Advisors
Nebraska
$515K – – –
PCAP
1108
Pratt Collard Advisory Partners
New York
$512K – – –
BC
1109
Banced Corp
Illinois
$511K -$4.74K -82 -0.9%
CHP
1110
Cable Hill Partners
Oregon
$510K +$5.72K +98 +1%
NVIM
1111
New Vernon Investment Management
Illinois
$509K – – –
LSAG
1112
Lake Street Advisors Group
New Hampshire
$507K -$61.7K -1,065 -11%
IC
1113
Intersect Capital
California
$507K +$82.1K +1,417 +19%
DWM
1114
Darwin Wealth Management
Florida
$505K -$547K -9,510 Closed
TH
1115
TCTC Holdings
Texas
$504K – – –
IA
1116
IFG Advisory
Georgia
$504K +$104K +1,796 +26%
RP
1117
Reinhart Partners
Wisconsin
$502K -$3.47K -60 -0.7%
NP
1118
NorthRock Partners
Minnesota
$497K +$497K +8,560 New
CT
1119
CPF Texas
Texas
$496K +$496K +8,567 New
DSI
1120
Daiwa SB Investments
Japan
$495K -$142K -2,450 -22%
CCM
1121
Catawba Capital Management
Virginia
$495K -$86.9K -1,500 -15%
MSR
1122
Main Street Research
Connecticut
$494K +$128K +2,204 +35%
CB
1123
CNB Bank
Pennsylvania
$494K +$129K +2,225 +35%
PG
1124
Patten Group
Tennessee
$493K -$95.6K -1,650 -16%
CPIA
1125
Cornell Pochily Investment Advisors
New York
$493K +$11.9K +206 +2%
43 44
45
46 47