SBUX icon

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 %
OA
626
OFI Advisors
Pennsylvania
$1M +$102K +2,614 +11%
BC
627
Banced Corp
Illinois
$1M -$112K -2,866 -10%
BCMO
628
Buckingham Capital Management (Ohio)
Ohio
$991K +$75.3K +1,922 +8%
NIM
629
Northeast Investment Management
Massachusetts
$990K +$604K +15,412 +157%
TCOV
630
Trust Company of Vermont
Vermont
$988K +$62.7K +1,600 +7%
Parallax Volatility Advisers
631
Parallax Volatility Advisers
California
$977K +$977K +24,924 New
LPC
632
Loeb Partners Corp
New York
$945K -$392K -10,000 -29%
NJBEST
633
New Jersey Better Educational Savings Trust
New Jersey
$941K +$941K +24,000 New
KFC
634
Klingenstein Fields & Co
New York
$930K – – –
SACTSONJ
635
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$918K – – –
MIP
636
Marietta Investment Partners
Wisconsin
$909K +$69.9K +1,784 +8%
RIL
637
Rothschild Investment LLC
Illinois
$900K +$2.35K +60 +0.3%
1SB
638
1ST Source Bank
Indiana
$900K +$51.7K +1,318 +6%
ID
639
Integral Derivatives
New York
$899K +$899K +22,940 New
LNWWM
640
Laird Norton Wetherby Wealth Management
California
$887K -$10.5K -268 -1%
RC
641
Reik & Co
New York
$879K – – –
SIM
642
SSI Investment Management
California
$878K -$189K -4,824 -18%
PCM
643
Prelude Capital Management
New York
$876K -$209K -5,330 -19%
NPF
644
Norris Perne & French
Michigan
$876K -$52.9K -1,350 -6%
Tudor Investment Corp
645
Tudor Investment Corp
Connecticut
$867K +$867K +22,114 New
WB
646
WesBanco Bank
West Virginia
$863K -$70.5K -1,800 -8%
VCP
647
Vista Capital Partners
Oregon
$861K -$1.02K -26 -0.1%
MFS
648
MSI Financial Services
Massachusetts
$844K +$157K +4,004 +23%
CFA
649
Capstone Financial Advisors
Illinois
$834K +$834K +21,280 New
VCAM
650
Valentine Capital Asset Management
California
$833K +$533K +13,600 +177%
24 25
26
27 28