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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 %
EARNEST Partners
1476
EARNEST Partners
Georgia
$40K – – –
SIMG
1477
Stephens Investment Management Group
Texas
$39K – – –
BA
1478
Ballew Advisors
Mississippi
$36K +$36K +630 New
AC
1479
Avestar Capital
New York
$35K -$4.28K -80 -11%
CJA
1480
C-J Advisory
California
$35K – – –
Coatue Management
1481
Coatue Management
New York
$35K +$35K +611 New
LF
1482
Lee Financial
Texas
$35K +$35K +613 New
CFN
1483
Cordasco Financial Network
Florida
$33K +$21.5K +375 +188%
PCM
1484
Princeton Capital Management
New Jersey
$33K +$33K +564 New
GFP
1485
Gryphon Financial Partners
Ohio
$32K -$14.9K -252 -32%
SP
1486
SWS Partners
Ohio
$31K +$56 +1 +0.2%
WF
1487
WealthTrust Fairport
Ohio
$30K +$30K +526 New
ARMC
1488
American Research & Management Company
Massachusetts
$29K – – –
AIS
1489
Accurate Investment Solutions
Pennsylvania
$29K – – –
NCM
1490
Nelson Capital Management
California
$27K – – –
LFG
1491
LifePlan Financial Group
Ohio
$27K +$27K +472 New
PWM
1492
Perigon Wealth Management
California
$25K -$12.8K -225 -34%
VEA
1493
Virtus ETF Advisers
New York
$25K – – –
ML
1494
McAdam LLC
Pennsylvania
$25K +$25K +430 New
MUS
1495
Mitsubishi UFJ Securities
Japan
$24K – – –
MWM
1496
Mascoma Wealth Management
New Hampshire
$24K – – –
KLWA
1497
Kelly Lawrence W & Associates
California
$23K – – –
AWMS
1498
Advocacy Wealth Management Services
Georgia
$23K – – –
TC
1499
Trust Company
Kansas
$23K – – –
GWA
1500
Guidant Wealth Advisors
Illinois
$23K +$1.06K +19 +5%
58 59
60
61 62