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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 %
GVT
651
Genesee Valley Trust
New York
$831K +$52.7K +1,344 +7%
1GA
652
1st Global Advisors
Texas
$830K +$160K +4,084 +24%
WSA
653
Wall Street Associates
California
$823K – – –
Fisher Asset Management
654
Fisher Asset Management
Washington
$822K +$74.7K +1,906 +10%
MCM
655
MAI Capital Management
Ohio
$819K -$42.7K -1,090 -5%
VFS
656
VSR Financial Services
Kansas
$812K +$150K +3,838 +23%
VAM
657
Visium Asset Management
New York
$808K +$808K +20,622 New
EWM
658
Evermay Wealth Management
Virginia
$806K +$806K +20,552 New
MI
659
Markston International
New York
$781K -$94K -2,400 -11%
BCM
660
Brown Capital Management
Maryland
$777K – – –
BB
661
Bell Bank
North Dakota
$774K -$1.09M -27,930 -59%
MC
662
Mathes Company
New York
$772K – – –
BEAM
663
Baker Ellis Asset Management
Washington
$771K -$31.4K -800 -4%
FBT
664
Founders Bank & Trust
Michigan
$750K -$180K -5,098 -19%
GIM
665
Guild Investment Management
California
$745K -$4.22M -107,550 -85%
CCM
666
CWH Capital Management
Washington
$738K +$738K +18,830 New
CCM
667
Compton Capital Management
Rhode Island
$733K -$19.6K -500 -3%
DSC
668
Duncker Streett & Co
Missouri
$732K – – –
FFSOTS
669
Fiduciary Financial Services of The Southwest
Texas
$729K -$19.6K -500 -3%
CBU
670
CIBC Bank USA
Illinois
$727K +$29.4K +750 +4%
GC
671
Gratry & Company
Ohio
$723K -$72.7K -1,854 -9%
PP
672
PDT Partners
New York
$721K +$721K +18,400 New
ICAS
673
Investors Capital Advisory Services
Massachusetts
$715K +$49.8K +1,274 +7%
SAM
674
SignalPoint Asset Management
Missouri
$708K +$708K +18,074 New
AFG
675
Albion Financial Group
Utah
$706K +$78 +2 +0%
25 26
27
28 29