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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 %
NWM
1451
Northwest Wealth Management
Iowa
$10K – – –
BDWM
1452
Brewin Dolphin Wealth Management
Ireland
$9.04K -$9.04K -185 -50%
OAJ
1453
Ogorek Anthony Joseph
New York
$9K – – –
TCCM
1454
Timber Creek Capital Management
Massachusetts
$9K – – –
IWMA
1455
Ironwood Wealth Management (Arizona)
Arizona
$9K +$9K +176 New
TC
1456
Trust Company
Kansas
$8K -$11.5K -235 -59%
OC
1457
Oakworth Capital
Alabama
$8K +$2.12K +45 +36%
PFO
1458
Pathstone Family Office
New Jersey
$7K -$53.4K -1,038 -88%
LFA
1459
Legacy Financial Advisors
Kentucky
$7K -$11.4K -227 -62%
HWM
1460
Holloway Wealth Management
Florida
$7K -$9K – –
HFM
1461
Hartford Financial Management
Connecticut
$6K – – –
CIM
1462
Contravisory Investment Management
Massachusetts
$6K – – –
WA
1463
WealthTrust-Arizona
Arizona
$6K – – –
RBC
1464
Roble Belko & Company
Pennsylvania
$6K – – –
FFW
1465
Fusion Family Wealth
New York
$6K – – –
BWA
1466
BDO Wealth Advisors
Florida
$6K +$1.3K +27 +28%
EWM
1467
Endurance Wealth Management
Rhode Island
$5K -$85K -1,700 -94%
FA
1468
Fortis Advisors
Pennsylvania
$5K – – –
SIS
1469
Sound Income Strategies
Florida
$5K – – –
PFA
1470
Pathway Financial Advisors
Vermont
$5K – – –
EWM
1471
Edge Wealth Management
New York
$5K – – –
TDC
1472
Thompson Davis & Co
Virginia
$4K -$8K -180 -67%
MSFP
1473
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
RWG
1474
Regal Wealth Group
California
$4K +$45 +1 +1%
IAS
1475
IMA Advisory Services
Colorado
$4K +$4K +78 New
57 58
59
60 61