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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 %
AB
1151
Atlas Brown
Kentucky
$331K – – –
WPA
1152
West Paces Advisors
Georgia
$330K -$12.7K -259 -4%
PWM
1153
Perigon Wealth Management
California
$330K +$309K +6,320 +1,436%
GCA
1154
Guardian Capital Advisors
Ontario, Canada
$329K -$218K -4,295 -40%
CFA
1155
Carroll Financial Associates
North Carolina
$329K +$4.39K +90 +1%
CIA
1156
Capital Investment Advisors
Georgia
$329K +$53.4K +1,095 +19%
LW
1157
Linscomb Wealth
Texas
$328K -$81.8K -1,677 -20%
SCG
1158
Sonata Capital Group
Washington
$327K -$216K -4,434 -40%
PIM
1159
Penobscot Investment Management
Massachusetts
$327K – – –
AIA
1160
Allied Investment Advisors
Montana
$323K +$98 +2 +0%
DWM
1161
Dakota Wealth Management
Florida
$323K +$323K +6,607 New
PAI
1162
Pittenger & Anderson Inc
Nebraska
$322K -$30.5K -625 -9%
CAG
1163
Crestwood Advisors Group
Massachusetts
$322K -$5.86K -113 -2%
NFG
1164
Next Financial Group
Texas
$321K -$130K -2,668 -29%
CAG
1165
Csenge Advisory Group
Florida
$319K -$1.27M -24,128 -80%
PNC
1166
Park National Corp
Ohio
$319K +$37.4K +767 +13%
WIP
1167
Wellesley Investment Partners
Massachusetts
$314K +$5.71K +117 +2%
TA
1168
TMD & Associates
Arizona
$313K – – –
MSR
1169
Main Street Research
Connecticut
$312K -$105K -2,154 -25%
PG
1170
Patten Group
Tennessee
$310K -$106K -2,162 -25%
CB
1171
Community Bank
New York
$310K +$120K +2,450 +63%
VWA
1172
V Wealth Advisors
Kansas
$308K -$237K -4,674 -43%
Koshinski Asset Management
1173
Koshinski Asset Management
Illinois
$306K +$6.4K +131 +2%
CCM
1174
Compton Capital Management
Rhode Island
$305K -$1.23M -25,135 -80%
BWM
1175
BigSur Wealth Management
Florida
$305K -$19.5K -400 -6%
45 46
47
48 49