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Starbucks
SBUX

Overview Fund Activity

960 hedge funds and large institutions have $40.3B invested in Starbucks in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 413 increasing their positions, 345 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
27.75%
Holding in Top 10
36
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.4%
% of All Funds
1.04%
New
89
Increased
413
Reduced
345
Closed
100
Calls
$414M
Puts
$623M
Net Calls
-$209M
Net Calls Change
+$298M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$324M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$317M
3
UBS AM
UBS AM
Illinois
+$237M
4
DCP
DSM Capital Partners
Florida
+$176M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$958M
2
IIS
Ignis Investment Services
United Kingdom
-$312M
3
State Street
State Street
Massachusetts
-$166M
4
American Century Companies
American Century Companies
Missouri
-$164M
5
Ameriprise
Ameriprise
Minnesota
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
BB
701
Bell Bank
North Dakota
$517K -$207K -5,650 -29%
CANC
702
Culbertson A N & Co
Virginia
$517K +$183K +4,980 +55%
CLOS
703
Compagnie Lombard Odier SCmA
Switzerland
$504K +$88.2K +2,400 +21%
IIM
704
Ipswich Investment Management
Massachusetts
$503K -$44K -1,200 -8%
LDB
705
Lee, Danner & Bass
Tennessee
$502K +$29.4K +800 +6%
ANB
706
Amarillo National Bank
Texas
$498K -$60.1K -1,636 -11%
JIP
707
Jaffetilchin Investment Partners
Florida
$497K +$76.7K +2,090 +18%
IPC
708
Independent Portfolio Consultants
Florida
$489K +$89.8K +2,450 +22%
FBT
709
First Bankers Trust
Kentucky
$484K – – –
WPW
710
Waldron Private Wealth
Pennsylvania
$474K +$56.4K +1,538 +14%
WCM
711
Windward Capital Management
California
$471K -$2.27K -62 -0.5%
FB
712
Fulton Bank
Pennsylvania
$463K +$6.6K +180 +1%
GAM
713
Gotham Asset Management
New York
$456K -$29.7K -810 -6%
MCM
714
Manchester Capital Management
Vermont
$455K +$58K +1,580 +15%
EWA
715
EP Wealth Advisors
California
$453K -$31.1K -848 -6%
CL
716
Choreo LLC
Illinois
$451K +$451K +12,284 New
GJIC
717
Gamble Jones Investment Counsel
California
$449K +$367 +10 +0.1%
RJT
718
Raymond James Trust
Florida
$448K +$94.1K +2,564 +27%
PFA
719
Paradigm Financial Advisors
Missouri
$440K -$51.6K -1,408 -11%
WRM
720
Westport Resources Management
Connecticut
$437K -$58.7K -1,600 -12%
RHJA
721
Rice Hall James & Associates
California
$435K – – –
HC
722
HHG & Company
Connecticut
$433K – – –
FHA
723
First Horizon Advisors
Tennessee
$433K +$20.7K +568 +5%
FAB
724
First American Bank
Illinois
$433K +$101K +2,756 +30%
NSIM
725
North Star Investment Management
Illinois
$431K +$9.53K +260 +2%
27 28
29
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