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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 %
CA
676
Cornerstone Advisors
North Carolina
$706K +$157K +4,000 +29%
IPRC
677
Indices-Pac Research Corporation
New Jersey
$704K +$704K +17,974 New
AP
678
Advisor Partners
California
$702K +$40.3K +1,028 +6%
CHJWM
679
Carlton Hofferkamp & Jenks Wealth Management
Texas
$696K +$696K +17,780 New
NIC
680
Northwest Investment Counselors
Oregon
$689K -$25.5K -650 -4%
Fayez Sarofim & Co
681
Fayez Sarofim & Co
Texas
$684K +$684K +17,438 New
PAM
682
Paradigm Asset Management
New York
$682K +$682K +17,400 New
PGCM
683
Prescott Group Capital Management
Oklahoma
$674K – – –
RCM
684
RNC Capital Management
California
$671K -$14.7K -376 -2%
ZCI
685
Zevenbergen Capital Investments
Washington
$665K +$19.6K +500 +3%
PIA
686
Peachtree Investment Advisors
Georgia
$663K +$663K +16,906 New
IH
687
IFC Holdings
Florida
$659K +$353K +8,960 +115%
IIM
688
Intact Investment Management
Quebec, Canada
$658K +$78.3K +2,000 +14%
IA
689
Icon Advisers
Colorado
$658K +$658K +16,800 New
WMSA
690
Weiss Multi-Strategy Advisers
New York
$646K -$14.6M -372,960 -96%
MCWS
691
McKinley Carter Wealth Services
West Virginia
$642K +$642K +16,376 New
WA
692
WFG Advisors
Texas
$639K +$116K +2,968 +22%
SFA
693
Sequoia Financial Advisors
Ohio
$629K +$629K +16,054 New
G
694
GlobalBridge
Minnesota
$628K -$10K -256 -2%
BIM
695
Baldwin Investment Management
Pennsylvania
$627K – – –
DWT
696
Dorsey & Whitney Trust
South Dakota
$626K +$118K +3,026 +23%
IAS
697
IMA Advisory Services
Colorado
$623K – – –
Two Sigma Advisers
698
Two Sigma Advisers
New York
$622K -$1.26M -32,200 -67%
ASN
699
Advisory Services Network
Georgia
$619K +$619K +15,790 New
PRHC
700
P.R. Herzig & Co
New York
$611K -$572K -14,600 -48%
26 27
28
29 30