SBUX icon

Starbucks
SBUX

Overview Fund Activity

960 hedge funds and large institutions have $40.3B invested in Starbucks in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 413 increasing their positions, 345 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
27.75%
Holding in Top 10
36
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.4%
% of All Funds
1.04%
New
89
Increased
413
Reduced
345
Closed
100
Calls
$414M
Puts
$623M
Net Calls
-$209M
Net Calls Change
+$298M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$324M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$317M
3
UBS AM
UBS AM
Illinois
+$237M
4
DCP
DSM Capital Partners
Florida
+$176M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$958M
2
IIS
Ignis Investment Services
United Kingdom
-$312M
3
State Street
State Street
Massachusetts
-$166M
4
American Century Companies
American Century Companies
Missouri
-$164M
5
Ameriprise
Ameriprise
Minnesota
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
376
Bradley Foster & Sargent
Connecticut
$4.18M +$3.81M +103,780 +1,030%
MA
377
MUFG Americas
New York
$4.18M +$282K +7,700 +7%
BIM
378
Bridgecreek Investment Management
Oklahoma
$4.15M +$225K +6,120 +6%
GIM
379
Gyrus Investment Management
Ontario, Canada
$4.13M -$132K -3,250 -3%
KFS
380
KMS Financial Services
Washington
$4.13M +$401K +10,918 +11%
GE
381
General Electric
Ohio
$4.12M – – –
RA
382
RiverPark Advisors
New York
$4.11M +$1.12M +30,468 +37%
HC
383
Hendley & Co
Ohio
$4.08M +$118K +3,220 +3%
FIM
384
Fruth Investment Management
Texas
$4.07M -$31.7K -900 -0.8%
ANI
385
American National Insurance
Texas
$4.06M – – –
CCM
386
Crossvault Capital Management
Texas
$4.04M +$235K +6,400 +6%
BSPF
387
British Steel Pension Fund
United Kingdom
$4.04M -$282K -7,672 -7%
SLI
388
Sumitomo Life Insurance
Japan
$4.01M -$338K -9,224 -8%
SAMNY
389
Samsung Asset Management (New York)
New York
$3.92M -$1.75M -47,820 -31%
WF
390
Welch & Forbes
Massachusetts
$3.92M +$14.4K +392 +0.4%
AIA
391
Alerus Investment Advisors
Minnesota
$3.88M +$3.88M +105,692 +101,627%
TMAM
392
Tokio Marine Asset Management
Japan
$3.88M -$183K -5,000 -5%
NFGCM
393
Norman Fields Gottscho Capital Management
New York
$3.85M -$5.5K -150 -0.1%
CBT
394
Central Bank & Trust
Kentucky
$3.75M -$644K -17,558 -15%
EIM
395
Essex Investment Management
Massachusetts
$3.72M -$7.15M -194,922 -66%
HIC
396
Hartline Investment Corp
Illinois
$3.65M -$143K -3,900 -4%
SBWIC
397
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.62M -$5.5K -150 -0.2%
WTC
398
WhitTier Trust Company
Nevada
$3.6M +$2.35K +64 +0.1%
BRCM
399
Bright Rock Capital Management
Massachusetts
$3.6M +$807K +22,000 +29%
RS
400
Robeco Schweiz
Switzerland
$3.58M +$11.4K +308 +0.3%
14 15
16
17 18