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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 %
BAS
701
Brown Advisory Securities
Maryland
$611K -$2.59K -66 -0.4%
PFSC
702
Peoples Financial Services Corp
Pennsylvania
$610K +$610K +15,560 New
GIM
703
Grassi Investment Management
California
$608K +$608K +15,520 New
CAMI
704
Concord Asset Management (Illinois)
Illinois
$607K -$8.23K -210 -1%
BFEC
705
Benjamin F. Edwards & Company
Missouri
$606K – – –
YP
706
Yellowstone Partners
Idaho
$605K +$605K +15,428 New
PHS
707
Pekin Hardy Strauss
Illinois
$604K -$70.6K -1,800 -10%
Twin Tree Management
708
Twin Tree Management
Texas
$596K -$921K -23,508 -61%
SNT
709
Security National Trust
West Virginia
$596K – – –
ANB
710
Amarillo National Bank
Texas
$596K – – –
SC
711
Sculptor Capital
New York
$588K +$588K +15,000 New
IIM
712
Ipswich Investment Management
Massachusetts
$585K +$3.92K +100 +0.7%
CIM
713
Calvert Investment Management
Maryland
$579K +$12.7K +324 +2%
MPI
714
Mairs & Power Inc
Minnesota
$569K +$569K +14,518 New
BST
715
Bath Savings Trust
Maine
$560K -$4.55K -116 -0.8%
PAA
716
Peregrine Asset Advisers
Oregon
$560K +$784 +20 +0.1%
MBTD
717
Mechanics Bank - Trust Department
California
$557K – – –
RBC
718
Ronald Blue & Co
Georgia
$557K +$101K +2,570 +22%
Bessemer Group
719
Bessemer Group
New Jersey
$552K +$64.7K +1,648 +13%
HK
720
Horizon Kinetics
New York
$536K +$184K +4,686 +52%
ONB
721
Old National Bancorp
Indiana
$535K +$187K +4,782 +54%
WRM
722
Westport Resources Management
Connecticut
$530K +$9.1K +232 +2%
BRWA
723
B. Riley Wealth Advisors
Florida
$527K +$38.2K +976 +8%
PFA
724
Paradigm Financial Advisors
Missouri
$526K +$526K +13,408 New
GAM
725
Gotham Asset Management
New York
$518K +$518K +13,226 New
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