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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 %
PCM
1276
PenderFund Capital Management
British Columbia, Canada
$273K +$273K +4,700 New
CCT
1277
Chemung Canal Trust
New York
$272K +$30.5K +528 +13%
SWA
1278
SFMG Wealth Advisors
Texas
$271K +$520 +9 +0.2%
PWLP
1279
Prio Wealth Limited Partnership
Massachusetts
$267K +$267K +4,616 New
SSWM
1280
Sheets Smith Wealth Management
North Carolina
$266K – – –
SCM
1281
Stordahl Capital Management
Colorado
$265K -$58K -1,000 -18%
GEA
1282
Glen Eagle Advisors
New Jersey
$265K -$2.9K -50 -1%
RPG
1283
Risk Paradigm Group
Texas
$264K -$34.4K -595 -12%
FBT
1284
First Bank & Trust
South Dakota
$263K -$422K -7,276 -62%
WAP
1285
Wealthcare Advisory Partners
Pennsylvania
$263K +$42.2K +730 +19%
PIA
1286
Pinion Investment Advisors
Kansas
$263K +$263K +4,541 New
PSF
1287
Pacific Sun Financial
California
$262K -$164K -2,836 -39%
TC
1288
Telemus Capital
Michigan
$262K -$39.4K -681 -13%
CCT
1289
Country Club Trust
Missouri
$262K +$262K +4,521 New
NCM
1290
Noesis Capital Mangement
Florida
$257K -$7.89K -136 -3%
VDI
1291
Vaughan David Investments
Illinois
$255K – – –
WPC
1292
Waters Parkerson & Co
Louisiana
$255K – – –
VHAM
1293
Van Hulzen Asset Management
California
$252K -$539K -9,300 -68%
AssetMark Inc
1294
AssetMark Inc
California
$251K -$138K -2,385 -36%
ACP
1295
Aviance Capital Partners
Florida
$250K -$69.8K -1,208 -22%
ISL
1296
Ingalls & Snyder LLC
New York
$250K +$12.1K +210 +5%
HA
1297
Harfst & Associates
Wyoming
$250K +$250K +4,329 New
GIM
1298
Groesbeck Investment Management
New Jersey
$249K – – –
WCA
1299
Whetstone Capital Advisors
Kansas
$249K – – –
SGK
1300
Steigerwald Gordon & Koch
Virginia
$249K +$2.43K +42 +1%
50 51
52
53 54