SBUX icon

Starbucks
SBUX

Overview Fund Activity

976 hedge funds and large institutions have $43.3B invested in Starbucks in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 399 increasing their positions, 379 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
+16
Holders Change %
+1.67%
% of All Funds
28.07%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
1.29%
New
83
Increased
399
Reduced
379
Closed
60
Calls
$536M
Puts
$652M
Net Calls
-$116M
Net Calls Change
+$93.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$399M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$308M
3
IIS
Ignis Investment Services
United Kingdom
+$284M
4
Capital World Investors
Capital World Investors
California
+$202M
5
Citadel Advisors
Citadel Advisors
Florida
+$189M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$335M
2
Wells Fargo
Wells Fargo
California
-$163M
3
JHIU
Janus Henderson Investors US
Colorado
-$115M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$70.5M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$68.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZCI
701
Zevenbergen Capital Investments
Washington
$574K -$53.2K -1,376 -8%
CA
702
Cetera Advisors
Colorado
$570K +$162K +4,220 +40%
RIL
703
Rothschild Investment LLC
Illinois
$567K -$335K -8,676 -37%
ASC
704
Atalanta Sosnoff Capital
New York
$566K -$1.66M -42,868 -75%
PFSC
705
Peoples Financial Services Corp
Pennsylvania
$564K -$77.5K -2,000 -12%
RCM
706
RNC Capital Management
California
$564K – – –
YP
707
Yellowstone Partners
Idaho
$556K +$774 +20 +0.1%
CIM
708
Calvert Investment Management
Maryland
$548K -$16.3K -422 -3%
PIM
709
Penobscot Investment Management
Massachusetts
$537K +$121K +3,140 +29%
LDB
710
Lee, Danner & Bass
Tennessee
$533K +$3.72K +96 +0.7%
WDA
711
Wendell David Associates
New Hampshire
$533K +$236K +6,130 +80%
ANB
712
Amarillo National Bank
Texas
$525K – – –
GP
713
Girard Partners
Pennsylvania
$525K +$86K +2,222 +20%
MWAC
714
Mariner Wealth Advisors (Cincinnati)
Ohio
$523K +$136K +3,514 +35%
FFA
715
First Foundation Advisors
California
$518K -$29.6K -764 -5%
MS
716
Marshall & Sullivan
Washington
$513K +$142K +3,674 +38%
FBT
717
First Bankers Trust
Kentucky
$511K – – –
FIG
718
Fusion Investment Group
Pennsylvania
$500K +$118K +3,042 +31%
GJIC
719
Gamble Jones Investment Counsel
California
$489K +$15.2K +392 +3%
FAB
720
First American Bank
Illinois
$486K +$29K +750 +6%
FB
721
Fulton Bank
Pennsylvania
$481K -$6.88K -178 -1%
EWA
722
EP Wealth Advisors
California
$479K +$1.62K +42 +0.3%
EA
723
Emerald Advisers
Pennsylvania
$478K +$70.3K +1,818 +17%
FHA
724
First Horizon Advisors
Tennessee
$470K +$11.1K +286 +2%
WPW
725
Waldron Private Wealth
Pennsylvania
$469K -$30.4K -786 -6%
27 28
29
30 31