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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 %
ITIM
1301
Indiana Trust & Investment Management
Indiana
$248K -$22.3K -385 -8%
AIP
1302
ARS Investment Partners
New York
$248K -$58 -1 -0%
POIA
1303
Pin Oak Investment Advisors
Texas
$248K +$58 +1 +0%
LWM
1304
Lyons Wealth Management
Florida
$247K -$684K -11,859 -73%
TFS
1305
TrustCore Financial Services
Tennessee
$246K +$23.1K +400 +10%
HB
1306
Homrich & Berg
Georgia
$244K -$4.34K -75 -2%
RWA
1307
RGT Wealth Advisors
Texas
$244K +$244K +4,210 New
NRS
1308
Neville Rodie & Shaw
New York
$243K -$69.4K -1,200 -22%
LWIC
1309
Leith Wheeler Investment Counsel
British Columbia, Canada
$243K -$61.9K -1,070 -20%
RW
1310
REDW Wealth
New Mexico
$243K -$751 -13 -0.3%
MWM
1311
Mission Wealth Management
California
$243K – – –
CIC
1312
Cutler Investment Counsel
Oregon
$241K +$116 +2 +0%
NL
1313
NVWM LLC
Pennsylvania
$240K +$65.7K +1,168 +38%
EF
1314
Empirical Finance
Pennsylvania
$238K +$238K +3,198 New
Kovitz Investment Group Partners
1315
Kovitz Investment Group Partners
Illinois
$237K – – –
TIP
1316
Torray Investment Partners
Maryland
$236K – – –
NCM
1317
Northwest Capital Management
Oregon
$235K -$22.9K -396 -9%
TFO
1318
Tarbox Family Office
California
$235K -$348 -6 -0.1%
TNB
1319
Thomasville National Bank
Georgia
$235K – – –
JIP
1320
Jaffetilchin Investment Partners
Florida
$234K +$234K +4,050 New
MCM
1321
Marathon Capital Management
Maryland
$234K +$234K +4,054 New
AIS
1322
AlphaOne Investment Services
Pennsylvania
$233K +$173K +2,987 +286%
HPC
1323
HM Payson & Co
Maine
$232K -$1.68K -29 -0.7%
Aristotle Capital Management
1324
Aristotle Capital Management
California
$232K – – –
QOP
1325
Quinn Opportunity Partners
Virginia
$232K – – –
51 52
53
54 55