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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 %
SAM
1601
Symphony Asset Management
California
– -$1.41M -24,530 Closed
MF
1602
Magnetar Financial
Illinois
– -$1.39M -24,240 Closed
MFS
1603
Monetta Financial Services
Illinois
– -$1.32M -23,000 Closed
HPWM
1604
Highland Private Wealth Management
Washington
– -$1.26M -22,011 Closed
FRM
1605
Fox Run Management
Connecticut
– -$1.26M -21,927 Closed
PNAA
1606
Pictet North America Advisors
Switzerland
– -$1.21M -20,987 Closed
HJMC
1607
Hellman Jordan Management Company
Massachusetts
– -$1.19M -20,738 Closed
DS
1608
DRW Securities
Illinois
– -$1.15M -19,944 Closed
SI
1609
SII Investments
Wisconsin
– -$1.08M -18,961 Closed
CC
1610
Cipher Capital
New York
– -$1.08M -18,848 Closed
LCM
1611
Lee Capital Management
New York
– -$1.03M -18,000 Closed
FBFS
1612
First Business Financial Services
Wisconsin
– -$798K -13,896 Closed
FC
1613
Forte Capital
New York
– -$601K -10,470 Closed
GIA
1614
Guyasuta Investment Advisors
Pennsylvania
– -$577K -10,055 Closed
OMC
1615
Old Mission Capital
Illinois
– -$577K -10,053 Closed
SAM
1616
Silphium Asset Management
United Kingdom
– -$574K -10,000 Closed
IH
1617
IFC Holdings
Florida
– -$529K -9,189 Closed
VWM
1618
Venturi Wealth Management
Texas
– -$520K -9,061 Closed
DCM
1619
Delpha Capital Management
New York
– -$499K -8,692 Closed
CRWM
1620
Castle Rock Wealth Management
California
– -$467K -8,130 Closed
FP
1621
FDO Partners
Massachusetts
– -$453K -7,890 Closed
LFR
1622
Lehman Financial Resources
Pennsylvania
– -$448K -7,810 Closed
Capstone Investment Advisors
1623
Capstone Investment Advisors
New York
– -$435K -7,576 Closed
CFMC
1624
Curbstone Financial Management Corp
New Hampshire
– -$427K -7,432 Closed
TCM
1625
Traynor Capital Management
Pennsylvania
– -$424K -7,393 Closed
63 64
65
66 67