SBUX icon

Starbucks
SBUX

Overview Fund Activity

1,141 hedge funds and large institutions have $50.8B invested in Starbucks in 2015 Q1 according to their latest regulatory filings, with 140 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,141
Holders Change
+58
Holders Change %
+5.36%
% of All Funds
30.43%
Holding in Top 10
71
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+51.06%
% of All Funds
1.89%
New
140
Increased
458
Reduced
407
Closed
69
Calls
$686M
Puts
$753M
Net Calls
-$67.6M
Net Calls Change
+$284M

Top Buyers

1
WRF
Waddell & Reed Financial
Kansas
+$226M
2
Northern Trust
Northern Trust
Illinois
+$215M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$138M
4
Morgan Stanley
Morgan Stanley
New York
+$130M
5
Lazard Asset Management
Lazard Asset Management
New York
+$118M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$393M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$254M
3
BA
BlackRock Advisors
Delaware
-$123M
4
UBS AM
UBS AM
Illinois
-$108M
5
BIM
BlackRock Investment Management
Delaware
-$98.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
476
Shelton Capital Management
Colorado
$3.91M +$568K +11,992 +17%
DAM
477
Doheny Asset Management
California
$3.91M -$33.6K -710 -0.9%
AA
478
Apriem Advisors
California
$3.9M -$107K -2,264 -3%
LI
479
LMCG Investments
Massachusetts
$3.9M +$106K +2,242 +3%
CIG
480
Consolidated Investment Group
Colorado
$3.87M – – –
BRA
481
Bender Robert & Associates
California
$3.87M +$1.91M +80,700 +98%
GAM
482
Gemmer Asset Management
California
$3.86M +$189 +4 +0%
PA
483
Pinnacle Associates
New York
$3.83M -$4.74K -100 -0.1%
CANY
484
Caxton Associates (New York)
New York
$3.79M +$3.79M +80,000 New
Daiwa Securities Group
485
Daiwa Securities Group
Japan
$3.78M +$1.28M +53,200 +51%
RDM
486
Retirement Design & Management
Connecticut
$3.77M -$54.4K -1,148 -1%
CWM
487
Catamount Wealth Management
Connecticut
$3.75M -$885K -18,688 -19%
KIA
488
KCM Investment Advisors
California
$3.75M +$545K +11,502 +17%
MCM
489
Murphy Capital Management
New Jersey
$3.7M +$1.2M +25,410 +48%
ECML
490
Eagle Capital Management (Louisiana)
Louisiana
$3.69M -$24.1K -510 -0.7%
CS
491
Candriam SCA
Luxembourg
$3.67M -$19.3M -406,836 -84%
JEW
492
Jamison Eaton & Wood
New Jersey
$3.63M -$30.8K -650 -0.8%
CCM
493
Coldstream Capital Management
Washington
$3.6M +$1.31M +27,664 +57%
DCC
494
Dow Chemical Company
Michigan
$3.6M +$663K +14,000 +23%
AC
495
Allstate Corporation
Illinois
$3.56M +$3.56M +75,266 New
AW
496
ACG Wealth
Georgia
$3.54M +$433K +9,140 +14%
NLI
497
Nippon Life Insurance
Japan
$3.5M -$314K -6,628 -8%
VAS
498
Valicenti Advisory Services
New York
$3.49M -$812K -17,150 -19%
FA
499
Fagan Associates
New York
$3.44M +$103K +2,180 +3%
KBC Group
500
KBC Group
Belgium
$3.43M +$113K +4,766 +3%
18 19
20
21 22