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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 %
AWM
1301
AllSquare Wealth Management
New York
$171K -$68.4K -1,400 -29%
GSC
1302
G&S Capital
Colorado
$171K -$3.18K -65 -2%
AF
1303
Allworth Financial
California
$170K +$9.55K +196 +6%
QCG
1304
Quadrant Capital Group
Ohio
$163K -$100K -2,176 -38%
FC
1305
Ferris Capital
Massachusetts
$161K -$194K -3,970 -55%
DOA
1306
D'Orazio & Associates
Virginia
$161K -$9.76K -200 -6%
AW
1307
Alpha Windward
Massachusetts
$155K +$391 +8 +0.3%
Coatue Management
1308
Coatue Management
New York
$154K +$124K +2,556 +418%
ADL
1309
Asset Dedication LLC
California
$145K -$17.3K -353 -11%
CPIG
1310
Chicago Partners Investment Group
Illinois
$144K +$49.6K +1,013 +53%
CAL
1311
Capital Analysts LLC
Pennsylvania
$137K +$15.5K +317 +13%
MGIA
1312
Moneta Group Investment Advisors
Missouri
$136K -$758K -15,520 -85%
WPW
1313
Winthrop Partners - WNY
New York
$135K -$9.77K -200 -7%
EIP
1314
Epoch Investment Partners
New York
$135K -$127K -2,597,707 -49%
RFWA
1315
RPg Family Wealth Advisory
Massachusetts
$134K +$81.7K +1,673 +156%
SQA
1316
Simon Quick Advisors
New Jersey
$132K -$173K -3,568 -57%
JFA
1317
JNBA Financial Advisors
Minnesota
$128K – – –
PK
1318
Pflug Koory
Nebraska
$128K +$6.1K +125 +5%
FANJ
1319
Financial Architects (New Jersey)
New Jersey
$127K -$10.5K -214 -8%
SPL
1320
Smart Portfolios LLC
Washington
$125K -$155K -3,170 -55%
CWM
1321
Cedar Wealth Management
California
$125K – – –
RFM
1322
Royal Fund Management
Florida
$121K +$6.69K +138 +6%
VCM
1323
Versant Capital Management
Arizona
$117K -$438 -9 -0.4%
PHK
1324
Point72 Hong Kong
Hong Kong
$115K +$115K +2,344 New
RP
1325
Rowlandmiller & Partners
Georgia
$113K – – –
51 52
53
54 55