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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 %
FL
1326
Fort LP
Maryland
$112K +$112K +2,286 New
WEC
1327
Winslow Evans & Crocker
Massachusetts
$110K -$3.17K -64 -3%
VNA
1328
Valley National Advisers
Pennsylvania
$110K -$2.3K -47 -2%
ACM
1329
AUA Capital Management
Pennsylvania
$110K – – –
ACS
1330
Archford Capital Strategies
Illinois
$107K +$93.1K +1,902 +670%
TC
1331
Trilogy Capital
California
$105K -$8.54K -175 -8%
CFG
1332
CKW Financial Group
Hawaii
$102K – – –
TFA
1333
Transamerica Financial Advisors
Florida
$101K +$2.25K +46 +2%
BFC
1334
Bedel Financial Consulting
Indiana
$95K +$7.43K +152 +8%
SHJ
1335
Sharkey, Howes & Javer
Colorado
$94K -$3.62K -74 -4%
THWM
1336
Taylor Hoffman Wealth Management
Virginia
$91K +$49 +1 +0.1%
SWP
1337
Strategic Wealth Partners
Ohio
$90K +$2.46K +50 +3%
AOWM
1338
Alpha Omega Wealth Management
Virginia
$89K – – –
DRS
1339
Deane Retirement Strategies
Louisiana
$88K – – –
GBBWRPM
1340
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$87K +$1.32K +27 +2%
PGWM
1341
Parisi Gray Wealth Management
New Jersey
$85K – – –
KPCM
1342
Kings Point Capital Management
New York
$84K – – –
SFPIA
1343
Stevens First Principles Investment Advisors
California
$83K – – –
CCA
1344
Catalyst Capital Advisors
New York
$83K – – –
WA
1345
WP Advisors
California
$80K +$80K +1,645 New
SFM
1346
Signet Financial Management
New Jersey
$79K +$37.3K +763 +90%
TSW
1347
Thompson Siegel & Walmsley
Virginia
$78K – – –
CCM
1348
Cribstone Capital Management
Maine
$76K +$36.9K +755 +94%
MSE
1349
MUFG Securities EMEA
United Kingdom
$76K +$76K +1,546 New
DWM
1350
Destination Wealth Management
California
$73K -$92.5K -1,897 -56%
52 53
54
55 56