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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 %
JWA
1201
JFS Wealth Advisors
Pennsylvania
$276K – – –
SMFS
1202
Squar Milner Financial Services
California
$275K +$20.7K +424 +8%
HCM
1203
Hilton Capital Management
New York
$274K -$13.5M -276,862 -98%
BFG
1204
Beacon Financial Group
Texas
$270K -$14.3K -293 -5%
LI
1205
Lafayette Investments
Maryland
$270K +$270K +5,520 New
LA
1206
Legacy Advisors
Pennsylvania
$270K +$270K +5,528 New
MCM
1207
Murphy Capital Management
New Jersey
$269K -$3.63M -74,579 -93%
WAG
1208
Winthrop Advisory Group
Massachusetts
$269K -$61.9K -1,264 -19%
MCM
1209
Manchester Capital Management
Vermont
$266K – – –
HWA
1210
Heritage Wealth Advisors
Virginia
$265K +$49 +1 +0%
ACI
1211
Alpha Cubed Investments
California
$264K -$2.38M -48,708 -90%
CCT
1212
Country Club Trust
Missouri
$264K +$42.6K +870 +19%
MTCM
1213
Mint Tower Capital Management
Netherlands
$264K +$264K +5,396 New
AIA
1214
AIMZ Investment Advisors
California
$261K – – –
BMCM
1215
Bryn Mawr Capital Management
Pennsylvania
$261K – – –
ATC
1216
Adirondack Trust Company
New York
$259K -$19.7K -405 -7%
AL
1217
Aspiriant LLC
California
$258K +$24.9K +511 +11%
ST
1218
Smithfield Trust
Pennsylvania
$255K +$73.8K +1,509 +41%
CC
1219
Cannell & Co
New York
$254K -$706K -14,450 -74%
HCMNY
1220
Howard Capital Management (New York)
New York
$254K -$34.4K -705 -12%
GBT
1221
Grove Bank & Trust
Florida
$253K -$23.8K -488 -9%
EP
1222
Edgestream Partners
New Jersey
$252K +$252K +5,154 New
WPP
1223
Whalerock Point Partners
Rhode Island
$248K -$82.1K -1,677 -25%
BI
1224
Ballast Inc
Kentucky
$246K – – –
CHA
1225
Cooper/Haims Advisors
New York
$245K +$245K +5,020 New
47 48
49
50 51