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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 %
BFM
1251
Boston Financial Management
Massachusetts
$305K -$21.4K -370 -7%
SMFS
1252
Squar Milner Financial Services
California
$302K +$4.93K +85 +2%
IG
1253
Ithaka Group
Virginia
$297K -$24.7K -427 -8%
BCWM
1254
Blue Chip Wealth Management
Florida
$296K +$296K +5,114 New
LCM
1255
Leisure Capital Management
California
$295K +$295K +5,103 New
BI
1256
Ballast Inc
Kentucky
$291K +$21K +363 +8%
NGA
1257
Naples Global Advisors
Florida
$290K -$10.9K -188 -4%
PGA
1258
Premia Global Advisors
Florida
$290K – – –
FMWA
1259
Forvis Mazars Wealth Advisors
Missouri
$290K +$8.91K +154 +3%
AFM
1260
Abbot Financial Management
Massachusetts
$289K -$43.4K -750 -13%
CAM
1261
Cypress Asset Management
Texas
$289K -$16.8K -290 -5%
ZIG
1262
Zuckerman Investment Group
Illinois
$289K – – –
FWP
1263
FAS Wealth Partners
Kansas
$288K +$173 +3 +0.1%
Verition Fund Management
1264
Verition Fund Management
Connecticut
$287K -$795K -13,721 -73%
PFP
1265
Pinnacle Financial Partners
Tennessee
$286K +$6.73K +116 +2%
EWM
1266
Elite Wealth Management
Washington
$285K – – –
AWM
1267
AllSquare Wealth Management
New York
$284K -$29K -500 -9%
HIMC
1268
Heritage Investors Management Corp
Maryland
$283K +$3.18K +55 +1%
CAM
1269
Cidel Asset Management
Ontario, Canada
$281K +$281K +3,759 New
AL
1270
Aspiriant LLC
California
$276K +$276K +4,775 New
FHA
1271
Flagship Harbor Advisors
Massachusetts
$275K -$15.4K -273 -5%
FIAS
1272
FinTrust Investment Advisory Services
South Carolina
$275K +$275K +4,753 New
NSAM
1273
North Star Asset Management
Wisconsin
$274K -$57.1K -983 -17%
LCM
1274
Liberty Capital Management
Michigan
$274K – – –
MC
1275
Matisse Capital
Oregon
$274K – – –
49 50
51
52 53