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Starbucks
SBUX

Overview Fund Activity

889 hedge funds and large institutions have $43.3B invested in Starbucks in 2013 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 324 increasing their positions, 366 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+30
Holders Change %
+3.49%
% of All Funds
28.84%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
1.85%
New
87
Increased
324
Reduced
366
Closed
49
Calls
$508M
Puts
$768M
Net Calls
-$260M
Net Calls Change
-$64.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.72B
2
Goldman Sachs
2
Goldman Sachs
New York
$374M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$976M
4
Jennison Associates
4
Jennison Associates
New York
$823M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$101M

Top Sellers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$651M
2
SCM
2
Scout Capital Management
New York
$69.3M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$40.8M
4
MCM
4
Marsico Capital Management
Colorado
$258M
5
CM
5
Churchill Management
California
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
676
Rathbones Group
United Kingdom
$480K -$215K -5,570 -31%
BRWA
677
B. Riley Wealth Advisors
Florida
$480K +$7.16K +186 +2%
Bessemer Group
678
Bessemer Group
New Jersey
$479K -$63K -1,634 -12%
GLA
679
Great Lakes Advisors
Illinois
$474K +$42.4K +1,102 +10%
GI
680
Glovista Investments
New Jersey
$469K – – –
Edgewood Management
681
Edgewood Management
Connecticut
$464K – – –
GIS
682
Guardian Investor Services
New York
$462K -$6.78K -176 -1%
ECM
683
Evergreen Capital Management
Washington
$461K – – –
MCM
684
Manchester Capital Management
Vermont
$455K -$13.7K -356 -3%
HC
685
HHG & Company
Connecticut
$454K – – –
JIC
686
Johnson Investment Counsel
Ohio
$449K -$7.68K -200 -2%
FCH
687
Freestone Capital Holdings
Washington
$448K +$109K +3,158 +32%
RBC
688
Ronald Blue & Co
Georgia
$448K +$397K +10,312 +772%
IPC
689
Independent Portfolio Consultants
Florida
$430K +$39.6K +1,030 +10%
HC
690
Highmount Capital
New York
$430K +$430K +11,184 New
RCAG
691
Rehmann Capital Advisory Group
Michigan
$426K -$35.9K -932 -8%
PP
692
Patten & Patten
Tennessee
$425K +$77K +2,000 +22%
FMLI
693
Fukoku Mutual Life Insurance
Japan
$423K – – –
AAM
694
Auxier Asset Management
Oregon
$422K – – –
RHJA
695
Rice Hall James & Associates
California
$418K – – –
Lazard Asset Management
696
Lazard Asset Management
New York
$411K -$77.4K -2,016 -16%
GJIC
697
Gamble Jones Investment Counsel
California
$411K +$21.6K +562 +6%
CAG
698
Crestwood Advisors Group
Massachusetts
$409K -$40.4K -1,050 -9%
BDF
699
Balasa Dinverno & Foltz
$409K +$3K +78 +0.7%
DWA
700
Douglass Winthrop Advisors
New York
$408K – – –
26 27
28
29 30