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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 %
JEW
501
Jamison Eaton & Wood
New Jersey
$1.83M +$1.83M +49,950 New
CWM
502
Confluence Wealth Management
Oregon
$1.83M +$1.83M +49,968 New
CC
503
Curian Capital
Colorado
$1.83M +$61.5K +1,676 +3%
BTNA
504
Bremer Trust National Association
Minnesota
$1.82M -$22.5K -614 -1%
BIM
505
Bridges Investment Management
Nebraska
$1.81M +$327K +8,900 +22%
SI
506
SII Investments
Wisconsin
$1.8M +$31.4K +866 +2%
MYLI
507
Meiji Yasuda Life Insurance
Japan
$1.79M -$102K -2,792 -5%
CDH
508
Charles D. Hyman
$1.79M +$44K +1,200 +3%
AC
509
Alley Company
Illinois
$1.78M +$157K +4,292 +10%
IA
510
Icon Advisers
Colorado
$1.78M +$1.16M +31,600 +188%
FA
511
Fagan Associates
New York
$1.77M +$1.77M +48,244 New
NG
512
NatWest Group
United Kingdom
$1.76M -$4.62M -125,814 -72%
SCM
513
Shelton Capital Management
Colorado
$1.76M +$127K +3,466 +8%
EWM
514
Elite Wealth Management
Washington
$1.73M +$245K +6,680 +17%
AHC
515
Adell Harriman & Carpenter
Texas
$1.71M +$1.42M +38,692 +486%
MC
516
Middleton & Co
Massachusetts
$1.7M -$374K -10,210 -18%
SGH
517
Schonfeld Group Holdings
New York
$1.69M +$1.69M +46,004 New
WOC
518
West Oak Capital
California
$1.68M -$12.5K -340 -0.7%
RAM
519
Roanoke Asset Management
New Jersey
$1.66M +$128K +3,500 +8%
TCM
520
Twin Capital Management
Pennsylvania
$1.65M -$1.63M -44,540 -50%
NEIRG
521
New England Investment & Retirement Group
Massachusetts
$1.64M -$32.8K -894 -2%
BOH
522
Bank of Hawaii
Hawaii
$1.64M -$177K -4,812 -10%
Los Angeles Capital Management
523
Los Angeles Capital Management
California
$1.63M +$110K +3,010 +7%
FAM
524
Fortaleza Asset Management
Illinois
$1.62M -$419K -11,430 -21%
LGC
525
Laurel Grove Capital
California
$1.59M – – –
19 20
21
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