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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 %
WP
1101
WealthPLAN Partners
Nebraska
$414K +$5.87K +120 +1%
TSWM
1102
Triangle Securities Wealth Management
North Carolina
$412K -$79.8K -1,635 -16%
FB
1103
Fulton Bank
Pennsylvania
$412K +$2.15K +44 +0.5%
CIC
1104
Cornercap Investment Counsel
Georgia
$410K -$353K -7,220 -46%
KTC
1105
Kistler-Tiffany Companies
Pennsylvania
$410K +$35K +717 +9%
SXL
1106
Summit X LLC
Missouri
$407K -$7.62K -156 -2%
DP
1107
DDD Partners
Washington
$406K +$47.6K +975 +13%
WSCM
1108
Wellington Shields Capital Management
New York
$405K -$269K -5,500 -40%
CCP
1109
Corient Capital Partners
California
$404K +$34.8K +713 +9%
HFA
1110
HC Financial Advisors
California
$402K +$586 +12 +0.1%
MLL
1111
Moody Lynn & Lieberson
Massachusetts
$400K – – –
IIA
1112
IPG Investment Advisors
California
$397K -$50.4K -1,032 -11%
6M
1113
6 Meridian
Kansas
$396K -$6.75K -138 -2%
TWA
1114
TCI Wealth Advisors
Arizona
$395K -$65K -1,332 -14%
LSAG
1115
Lake Street Advisors Group
New Hampshire
$394K -$33.3K -683 -8%
SAM
1116
Shamrock Asset Management
Texas
$394K – – –
ME
1117
McIlrath & Eck
Washington
$391K +$118K +2,423 +43%
APP
1118
Avantax Planning Partners
Iowa
$389K -$4.25K -87 -1%
HK
1119
Horizon Kinetics
New York
$389K +$24.6K +505 +7%
RWA
1120
Ropes Wealth Advisors
Massachusetts
$387K +$20.4K +418 +6%
RIL
1121
Rothschild Investment LLC
Illinois
$385K -$14.7K -300 -4%
BA
1122
BKS Advisors
Michigan
$385K – – –
SA
1123
Strategic Advisors
New York
$383K -$7.27K -149 -2%
CCMG
1124
Clark Capital Management Group
Pennsylvania
$382K +$382K +7,821 New
BHWM
1125
Bar Harbor Wealth Management
New Hampshire
$377K +$73.1K +1,498 +24%
43 44
45
46 47