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 %
LRPA
1176
L. Roy Papp & Associates
Arizona
$293K +$293K +5,160 New
PIM
1177
Penobscot Investment Management
Massachusetts
$292K -$88.1K -1,550 -23%
TC
1178
Truvestments Capital
Florida
$290K +$26.4K +464 +10%
AIM
1179
Acropolis Investment Management
Missouri
$289K +$24.3K +427 +9%
CHA
1180
Cooper/Haims Advisors
New York
$285K – – –
BFM
1181
Boston Financial Management
Massachusetts
$285K +$16.5K +290 +6%
HFA
1182
High Falls Advisors
New York
$284K -$144K -2,544 -34%
AFM
1183
Abbot Financial Management
Massachusetts
$284K – – –
FWP
1184
FAS Wealth Partners
Kansas
$284K +$228 +4 +0.1%
TIA
1185
Tiemann Investment Advisors
California
$283K -$48.3K -850 -15%
AC
1186
Abbrea Capital
California
$282K +$7.97K +140 +3%
MWPCG
1187
Measured Wealth Private Client Group
New Hampshire
$279K +$279K +4,934 New
EWM
1188
Elite Wealth Management
Washington
$278K – – –
DWM
1189
Darwin Wealth Management
Florida
$278K +$278K +4,895 New
CAG
1190
Crestwood Advisors Group
Massachusetts
$275K -$78.5K -1,380 -22%
MC
1191
Matisse Capital
Oregon
$275K +$5.69K +100 +2%
BCM
1192
Brookstone Capital Management
Illinois
$275K +$275K +4,838 New
WP
1193
WMS Partners
Maryland
$274K +$1.14K +20 +0.4%
FHC
1194
First Heartland Consultants
Missouri
$273K -$1.03K -18 -0.4%
PG
1195
Patten Group
Tennessee
$272K -$89.3K -1,570 -25%
BO
1196
Bach Option
Hong Kong
$266K -$11.3K -199 -4%
GBT
1197
Grove Bank & Trust
Florida
$264K -$30.4K -536 -10%
BAAM
1198
Baker Avenue Asset Management
California
$263K +$263K +4,627 New
SSWM
1199
Smith Salley Wealth Management
North Carolina
$263K +$263K +4,628 New
FMWA
1200
Forvis Mazars Wealth Advisors
Missouri
$262K +$3.52K +62 +1%
46 47
48
49 50