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Starbucks
SBUX

Overview Fund Activity

986 hedge funds and large institutions have $43.8B invested in Starbucks in 2013 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 336 increasing their positions, 390 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
986
Holders Change
+97
Holders Change %
+10.91%
% of All Funds
28.64%
Holding in Top 10
47
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-17.54%
% of All Funds
1.37%
New
158
Increased
336
Reduced
390
Closed
51
Calls
$374M
Puts
$881M
Net Calls
-$507M
Net Calls Change
-$246M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
+$251M
2
BA
BlackRock Advisors
Delaware
+$139M
3
SC
Stralem & Co
New York
+$115M
4
State Street
State Street
Massachusetts
+$103M
5
Morgan Stanley
Morgan Stanley
New York
+$84.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$267M
2
AIM
abrdn Investment Management
United Kingdom
-$137M
3
Capital World Investors
Capital World Investors
California
-$131M
4
MCM
Marsico Capital Management
Colorado
-$118M
5
Sands Capital Management
Sands Capital Management
Virginia
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
426
Sentry Investment Management
Wisconsin
$3.35M +$1.23M +31,400 +58%
WTNA
427
Wilmington Trust National Association
Delaware
$3.34M -$7.53K -192 -0.2%
ST
428
Stifel Trust
Missouri
$3.3M -$95.7K -2,442 -3%
PMAM
429
Picton Mahoney Asset Management
Ontario, Canada
$3.27M +$1.47M +37,600 +82%
JRP
430
Jasper Ridge Partners
California
$3.24M – – –
CA
431
Cullinan Associates
Kentucky
$3.2M +$305K +7,770 +11%
AA
432
Apriem Advisors
California
$3.2M -$37.2K -950 -1%
JWBC
433
J.W. Burns & Co
New York
$3.2M -$556K -14,180 -15%
RA
434
RiverPark Advisors
New York
$3.19M – – –
BCM
435
Barometer Capital Management
Ontario, Canada
$3.19M +$3.19M +81,400 New
MMG
436
Monetary Management Group
Missouri
$3.18M +$137K +3,500 +5%
NPC
437
National Planning Corporation
California
$3.15M +$106K +2,696 +3%
JC
438
Jetstream Capital
Tennessee
$3.14M -$2.05M -52,400 -40%
PAM
439
Private Asset Management
California
$3.13M -$5.88K -150 -0.2%
SSG
440
Summit Securities Group
New York
$3.11M +$1.83M +46,800 +144%
CPS
441
Counsel Portfolio Services
Ontario, Canada
$3.1M -$208K -5,306 -6%
Creative Planning
442
Creative Planning
Kansas
$3.08M +$398K +10,162 +15%
Janney Montgomery Scott
443
Janney Montgomery Scott
Pennsylvania
$3.06M +$486K +12,406 +19%
JC
444
Jacobs & Co
California
$3.03M -$240K -6,128 -7%
SFP
445
Santa Fe Partners
New Mexico
$3.02M +$3.02M +76,974 New
BRCM
446
Bright Rock Capital Management
Massachusetts
$2.98M -$392K -10,000 -12%
LI
447
LMCG Investments
Massachusetts
$2.96M -$64.3K -1,640 -2%
FAAS
448
First Allied Advisory Services
California
$2.93M -$94.2K -2,390 -3%
BCM
449
Bridgeway Capital Management
Texas
$2.92M +$2.92M +74,600 New
V
450
Veritable
Delaware
$2.92M -$119K -3,040 -4%
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