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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
$761M
2
Morgan Stanley
Morgan Stanley
New York
$2.67B
3
EVM
Eaton Vance Management
Massachusetts
$603M
4
SI
Scharf Investments
California
$166M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$153M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.61B
2
Ameriprise
Ameriprise
Minnesota
$305M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.03B
4
Brown Advisory
Brown Advisory
Maryland
$43M
5
State Street
State Street
Massachusetts
$3.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
1551
Pathway Financial Advisors
Vermont
$6K +$6K +100 New
FCAG
1552
First Capital Advisors Group
New Jersey
$6K +$6K +112 New
HCC
1553
Hirtle Callaghan & Co
Pennsylvania
$5K – – –
RWG
1554
Regal Wealth Group
California
$5K +$57 +1 +1%
MSFP
1555
Mark Sheptoff Financial Planning
Connecticut
$4K – – –
OWA
1556
One Wealth Advisors
California
$4K +$63 +1 +2%
FA
1557
Fagan Associates
New York
$3.74K -$697 -12,043 -16%
CIA
1558
Covington Investment Advisors
Pennsylvania
$3.31K +$65 +1,129 +2%
RA
1559
Rational Advisors
New York
$3K +$3K +45 New
CCA
1560
Clearwater Capital Advisors
Illinois
$3K +$3K +45 New
SIAS
1561
Shine Investment Advisory Services
Colorado
$2K -$99.1K -1,487 -98%
FGC
1562
Financial Gravity Companies
Texas
$2K -$485 -8 -20%
PCFFS
1563
Pacific Center for Financial Services
California
$2K – – –
PVH
1564
Psagot Value Holdings
Israel
$2K – – –
WAM
1565
Watermark Asset Management
California
$2K – – –
FGAM
1566
Financial Gravity Asset Management
Texas
$2K +$2K +33 New
DAM
1567
Delta Asset Management
Tennessee
$2K +$2K +42 New
HA
1568
Hamel Associates
New Jersey
$1.82K +$1.82K +31,380 New
CA
1569
Centerpoint Advisors
Massachusetts
$1K – – –
WWM
1570
Willingdon Wealth Management
North Carolina
$1K – – –
BIMC
1571
Benson Investment Management Company
Virginia
$1K +$1K +14 New
Financial Engines Advisors
1572
Financial Engines Advisors
California
$1K +$1K +16 New
AFNAS
1573
American Financial Network Advisory Services
California
$254 -$63.9K -7,552 -100%
MVIP
1574
Mar Vista Investment Partners
California
– -$76M -1,323,482 Closed
Citadel Advisors
1575
Citadel Advisors
Florida
– -$64.8M -1,128,130 Closed
61 62
63
64 65