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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 %
CG
1626
Cutler Group
California
– -$378K -6,592 Closed
WA
1627
Waverly Advisors
Alabama
– -$365K -6,345 Closed
BBI
1628
Baxter Bros Inc
Connecticut
– -$363K -6,325 Closed
SPWA
1629
SteelBridge Private Wealth Advisors
Florida
– -$353K -6,150 Closed
SBA
1630
Seven Bridges Advisors
New York
– -$342K -5,957 Closed
FM
1631
Family Management
New York
– -$292K -5,085 Closed
CFA
1632
Capstone Financial Advisors
Illinois
– -$291K -5,063 Closed
HCM
1633
Highbridge Capital Management
New York
– -$290K -5,046 Closed
BHTS
1634
Bar Harbor Trust Services
Maine
– -$284K -4,942 Closed
RA
1635
RFG Advisory
Alabama
– -$259K -4,378 Closed
OA
1636
Opes Advisors
California
– -$250K -4,345 Closed
CPC
1637
Congress Park Capital
New York
– -$238K -4,150 Closed
KWA
1638
KCS Wealth Advisory
California
– -$237K -4,127 Closed
CA
1639
Continuum Advisory
Idaho
– -$236K -4,116 Closed
MA
1640
MANA Advisors
New York
– -$236K -4,116 Closed
KFA
1641
Kays Financial Advisory
Georgia
– -$231K -4,028 Closed
NFG
1642
Nadler Financial Group
Illinois
– -$228K -3,975 Closed
XSC
1643
X-Square Capital
Puerto Rico
– -$228K -3,966 Closed
JFGLC
1644
Johnson Financial Group LLC (Colorado)
Colorado
– -$223K -3,885 Closed
HFA
1645
Huber Financial Advisors
Illinois
– -$218K -3,803 Closed
EA
1646
Emerald Advisers
Pennsylvania
– -$211K -3,668 Closed
SB
1647
Simmons Bank
Arkansas
– -$207K -3,598 Closed
MHS
1648
M Holdings Securities
Oregon
– -$205K -3,562 Closed
BC
1649
Blueport Capital
Texas
– -$203K -3,534 Closed
AIM
1650
Artemis Investment Management
United Kingdom
– -$168K -2,928 Closed
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