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SBUX

Overview Fund Activity

979 hedge funds and large institutions have $41.1B invested in Starbucks in 2014 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 403 increasing their positions, 376 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
28.43%
Holding in Top 10
38
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.56%
% of All Funds
1.1%
New
69
Increased
403
Reduced
376
Closed
56
Calls
$517M
Puts
$823M
Net Calls
-$305M
Net Calls Change
-$190M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$226M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$206M
3
CM
Churchill Management
California
+$126M
4
Two Sigma Investments
Two Sigma Investments
New York
+$124M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$107M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
-$560M
2
Norges Bank
Norges Bank
Norway
-$393M
3
Citadel Advisors
Citadel Advisors
Florida
-$187M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$131M
5
JHIU
Janus Henderson Investors US
Colorado
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
626
Winslow Asset Management
Ohio
$1.01M -$164K -4,352 -14%
LNWWM
627
Laird Norton Wetherby Wealth Management
California
$1.01M +$58K +1,536 +6%
OIA
628
Optimum Investment Advisors
Illinois
$1M +$302 +8 +0%
BIC
629
Bridges Investment Counsel
Nebraska
$998K – – –
MSU
630
Mizuho Securities USA
New York
$987K +$987K +26,166 New
NJBEST
631
New Jersey Better Educational Savings Trust
New Jersey
$981K +$981K +26,000 New
CCM
632
Carderock Capital Management
Maryland
$969K +$969K +25,682 New
FHC
633
First Heartland Consultants
Missouri
$968K +$226 +6 +0%
HKIM
634
Hayek Kallen Investment Management
Alabama
$964K +$581K +15,400 +152%
NIM
635
Northeast Investment Management
Massachusetts
$958K +$74.6K +1,978 +8%
RC
636
Reik & Co
New York
$949K – – –
LIA
637
LS Investment Advisors
Michigan
$944K -$13.7K -362 -1%
1SB
638
1ST Source Bank
Indiana
$937K +$7.24K +192 +0.8%
CIM
639
CIM Investment Management
Pennsylvania
$933K -$30.3K -804 -3%
PGIM
640
Pacific Global Investment Management
California
$933K -$10.2K -270 -1%
CNAM
641
Campbell Newman Asset Management
Wisconsin
$927K -$101K -2,686 -10%
ANB
642
Amarillo National Bank
Texas
$923K +$411K +10,906 +80%
BC
643
Banced Corp
Illinois
$920K +$91.2K +2,416 +11%
1GA
644
1st Global Advisors
Texas
$919K +$151K +4,002 +20%
PWW
645
Pettyjohn Wood & White
Virginia
$907K +$24.5K +650 +3%
BAS
646
Brown Advisory Securities
Maryland
$899K +$83.3K +2,212 +10%
N
647
Natixis
France
$894K -$32.9M -870,638 -97%
VCP
648
Vista Capital Partners
Oregon
$887K +$1.74K +46 +0.2%
WDA
649
Wendell David Associates
New Hampshire
$886K +$367K +9,780 +71%
MFS
650
MSI Financial Services
Massachusetts
$885K +$75.2K +1,994 +9%
24 25
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