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SBUX

Overview Fund Activity

1,193 hedge funds and large institutions have $56.9B invested in Starbucks in 2015 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 438 increasing their positions, 506 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,193
Holders Change
+52
Holders Change %
+4.56%
% of All Funds
32.17%
Holding in Top 10
86
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+21.13%
% of All Funds
2.32%
New
117
Increased
438
Reduced
506
Closed
54
Calls
$747M
Puts
$697M
Net Calls
+$49.2M
Net Calls Change
+$117M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$1.77B
2
Jennison Associates
Jennison Associates
New York
$1.56B
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$159M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$150M
5
Capital International Investors
Capital International Investors
California
$536M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$1.32B
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$519M
3
State Street
State Street
Massachusetts
$3.09B
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$1.73M
5
Invesco
Invesco
Georgia
$770M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
601
Bruderman Asset Management
New York
$2.21M +$687K +12,802 +45%
JRP
602
Jasper Ridge Partners
California
$2.21M – – –
FWCM
603
Ferguson Wellman Capital Management
Oregon
$2.2M +$197K +3,667 +10%
TCT
604
TIAA CREF Trust
Missouri
$2.17M -$35.8K -668 -2%
RHBC
605
R.H. Bluestein & Co
Michigan
$2.16M +$2.16M +40,300 New
TC
606
Taylor Cottrill
New Hampshire
$2.15M -$2.95K -55 -0.1%
BCMO
607
Buckingham Capital Management (Ohio)
Ohio
$2.14M +$88K +1,630 +4%
PFM
608
PacWest Financial Management
Arizona
$2.13M +$18.8K +350 +0.9%
GC
609
Garde Capital
Washington
$2.13M +$205K +3,833 +11%
MCWS
610
McKinley Carter Wealth Services
West Virginia
$2.11M +$86.2K +1,608 +4%
RMAM
611
Raab & Moskowitz Asset Management
New Jersey
$2.1M -$187K -3,487 -8%
CHJWM
612
Carlton Hofferkamp & Jenks Wealth Management
Texas
$2.1M +$19.4K +360 +0.9%
LGC
613
Laurel Grove Capital
California
$2.09M -$10.7K -200 -0.5%
SIMM
614
Stillwater Investment Management (Minnesota)
Minnesota
$2.09M +$19.4K +362 +0.9%
MA
615
Montag & Associates
Georgia
$2.08M -$351K -6,550 -14%
LBC
616
Lowe Brockenbrough & Co
Virginia
$2.08M -$2.25K -42 -0.1%
PAG
617
Private Advisor Group
New Jersey
$2.08M +$321K +5,985 +18%
SP
618
Sarasin & Partners
United Kingdom
$2.07M -$864K -16,120 -29%
LAIC
619
Lederer & Associates Investment Counsel
California
$2.05M -$759K -14,165 -27%
MCM
620
MAI Capital Management
Ohio
$2.05M -$1.53M -28,546 -43%
BRWA
621
B. Riley Wealth Advisors
Florida
$2.03M +$579K +10,794 +40%
LI
622
Longer Investments
Arkansas
$2M -$112K -2,085 -5%
Fuller & Thaler Asset Management
623
Fuller & Thaler Asset Management
California
$2M +$424K +7,900 +27%
CIA
624
Capital Impact Advisors
Massachusetts
$2M – – –
IPC
625
Independent Portfolio Consultants
Florida
$1.99M -$1.1M -20,487 -36%
23 24
25
26 27