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Starbucks
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 %
SFPIA
1426
Stevens First Principles Investment Advisors
California
$98K – – –
WDL
1427
Well Done LLC
Michigan
$97K +$97K +1,677 New
JGIA
1428
Jackson Grant Investment Advisers
Connecticut
$94K +$35.9K +619 +62%
TSW
1429
Thompson Siegel & Walmsley
Virginia
$92K -$182K -3,150 -66%
TL
1430
TrueWealth LLC
Georgia
$87K -$78.3K -1,348 -47%
LWS
1431
Lucia Wealth Services
California
$87K +$87K +1,510 New
AIM
1432
Advantage Investment Management
Iowa
$85K +$3.29K +57 +4%
DCP
1433
DSM Capital Partners
Florida
$83K -$94.2M -1,622,886 -100%
KA
1434
Kaizen Advisory
Illinois
$80K – – –
OIA
1435
OneDigital Investment Advisors
Kansas
$77K -$117K -1,996 -60%
FCFS
1436
First Command Financial Services
Texas
$77K +$1.74K +30 +2%
FCB
1437
First Command Bank
Texas
$76.9K +$1.74K +30 +2%
SCM
1438
Silvant Capital Management
Georgia
$75K +$75K +1,300 New
CFD
1439
Creative Financial Designs
Indiana
$72K -$17.1K -294 -19%
AWA
1440
Acorn Wealth Advisors
Michigan
$72K +$349 +6 +0.5%
CAC
1441
Certified Advisory Corp
Florida
$71K +$346 +6 +0.5%
WB
1442
Webster Bank
Connecticut
$70K +$17.6K +303 +33%
PSC
1443
Prentiss Smith & Co
Vermont
$69K – – –
LWA
1444
Lowe Wealth Advisors
Maryland
$69K +$58 +1 +0.1%
HDIM
1445
Hanson & Doremus Investment Management
Vermont
$68K -$11.6K -200 -15%
TIM
1446
Tortoise Investment Management
New York
$68K – – –
TCM
1447
TD Capital Management
Tennessee
$68K +$349 +6 +0.5%
EMG
1448
ETF Managers Group
New Jersey
$68K +$8.46K +150 +14%
PFO
1449
Pathstone Family Office
New Jersey
$68K +$65.8K +1,136 +2,989%
BCM
1450
Brasada Capital Management
Texas
$67K – – –
56 57
58
59 60