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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 %
LJAC
1326
L.J. Altfest & Co
New York
$231K -$11.5K -199 -5%
SAM
1327
SignalPoint Asset Management
Missouri
$230K +$26.4K +457 +13%
CPSAC
1328
Chas P. Smith & Associates (CPS)
Florida
$229K -$1.74K -30 -0.8%
DIA
1329
Dana Investment Advisors
Wisconsin
$229K +$6.42K +111 +3%
SS
1330
Simplicity Solutions
Minnesota
$229K +$229K +3,947 New
CPH
1331
C Partners Holding
Switzerland
$227K -$50K -864 -18%
NME
1332
Notis-McConarty Edward
$227K – – –
ZIC
1333
ZWJ Investment Counsel
Georgia
$225K -$865K -14,963 -79%
CB
1334
Community Bank
New York
$225K +$50.6K +875 +29%
CAW
1335
Cornerstone Advisors (Washington)
Washington
$224K – – –
AHB
1336
Abner Herrman & Brock
New Jersey
$224K +$7.25K +125 +3%
DFIG
1337
Dragon Financial & Investment Group
California
$224K +$9.94K +172 +5%
AP
1338
Arlington Partners
Alabama
$224K +$63.4K +1,095 +39%
MFW
1339
Mosaic Family Wealth
Missouri
$221K -$50.5K -872 -19%
BCM
1340
Brookstone Capital Management
Illinois
$221K +$221K +3,809 New
BCM
1341
Breiter Capital Management
Florida
$221K +$221K +3,818 New
SFG
1342
Summit Financial Group
West Virginia
$221K +$221K +3,825 New
BKA
1343
Brick & Kyle Associates
Pennsylvania
$220K +$405 +7 +0.2%
CC
1344
Courier Capital
New York
$219K +$1.74K +30 +0.8%
JCM
1345
Jacobi Capital Management
Pennsylvania
$219K +$22.8K +407 +12%
SLT
1346
St Louis Trust
Missouri
$218K – – –
FHA
1347
First Horizon Advisors
Tennessee
$216K -$56.9K -967 -21%
BWM
1348
Baystate Wealth Management
Massachusetts
$216K -$5.81K -100 -3%
TYCC
1349
Texas Yale Capital Corp
Florida
$216K – – –
SC
1350
SRB Corp
Massachusetts
$216K +$216K +3,730 New
52 53
54
55 56