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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
$843M
2
BA
BlackRock Advisors
Delaware
$140M
3
SC
Stralem & Co
New York
$115M
4
State Street
State Street
Massachusetts
$2.43B
5
Morgan Stanley
Morgan Stanley
New York
$703M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.52B
2
AIM
abrdn Investment Management
United Kingdom
$155M
3
Capital World Investors
Capital World Investors
California
$1.23B
4
MCM
Marsico Capital Management
Colorado
$145M
5
Sands Capital Management
Sands Capital Management
Virginia
$561M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
601
Atria Investments
North Carolina
$1.16M -$1.49K -38 -0.1%
BVDMP
602
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.15M – – –
HRC
603
Hoertkorn Richard Charles
$1.15M +$1.15M +29,400 New
PJSIMP
604
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.15M +$888K +22,660 +338%
WA
605
WBH Advisory
Maryland
$1.15M -$4.23K -108 -0.4%
PAG
606
Private Advisor Group
New Jersey
$1.13M +$1.13M +28,878 New
CNAM
607
Campbell Newman Asset Management
Wisconsin
$1.12M -$3.53K -90 -0.3%
MSU
608
Maple Securities USA
New Jersey
$1.11M -$3.72M -94,786 -77%
TAM
609
Taurus Asset Management
New York
$1.11M – – –
STMM
610
South Texas Money Management
Texas
$1.11M -$141K -3,604 -11%
NIM
611
Nexus Investment Management
Ontario, Canada
$1.1M – – –
IMOV
612
Investment Management of Virginia
Virginia
$1.1M +$5.88K +150 +0.5%
PGIM
613
Pacific Global Investment Management
California
$1.08M -$69.1K -1,764 -6%
WTIM
614
Wilmington Trust Investment Management
Delaware
$1.08M – – –
OIA
615
Optimum Investment Advisors
Illinois
$1.07M -$7.53K -192 -0.7%
First Manhattan
616
First Manhattan
New York
$1.07M +$253K +6,446 +31%
Toronto Dominion Bank
617
Toronto Dominion Bank
Ontario, Canada
$1.07M +$943K +24,056 +752%
PFS
618
Prospera Financial Services
Texas
$1.06M -$873K -22,286 -45%
ASC
619
Atalanta Sosnoff Capital
New York
$1.06M +$1.06M +27,080 New
Luther King Capital Management (LKCM)
620
Luther King Capital Management (LKCM)
Texas
$1.06M -$73.8K -1,884 -7%
PP
621
Paloma Partners
Connecticut
$1.05M +$1.05M +26,668 New
QBFM
622
QS Batterymarch Financial Management
New York
$1.04M -$37.6K -960 -3%
CWM
623
Calamos Wealth Management
Illinois
$1.01M -$210K -5,348 -17%
HCM
624
Herndon Capital Management
Georgia
$1.01M +$1.01M +25,720 New
PMG
625
ProVise Management Group
Florida
$1.01M +$157K +4,000 +18%
23 24
25
26 27