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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
1
Winslow Capital Management
Minnesota
$843M
2
BA
2
BlackRock Advisors
Delaware
$140M
3
SC
3
Stralem & Co
New York
$115M
4
State Street
4
State Street
Massachusetts
$2.43B
5
Morgan Stanley
5
Morgan Stanley
New York
$703M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.52B
2
AIM
2
abrdn Investment Management
United Kingdom
$155M
3
Capital World Investors
3
Capital World Investors
California
$1.23B
4
MCM
4
Marsico Capital Management
Colorado
$145M
5
Sands Capital Management
5
Sands Capital Management
Virginia
$561M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
726
EP Wealth Advisors
California
$517K -$3.92K -100 -0.8%
FBT
727
First Bankers Trust
Kentucky
$517K – – –
EP
728
Edgestream Partners
New Jersey
$516K +$516K +13,156 New
WIS
729
Wright Investors Service
Connecticut
$515K -$98.5K -2,510 -16%
LIA
730
LS Investment Advisors
Michigan
$514K +$365K +9,298 +244%
BCM
731
Becker Capital Management
Oregon
$512K +$157K +4,000 +44%
GT
732
Glenview Trust
Kentucky
$509K +$509K +12,990 New
PWP
733
Private Wealth Partners
California
$508K +$118K +3,000 +30%
WCM
734
Windward Capital Management
California
$506K +$470 +12 +0.1%
LDB
735
Lee, Danner & Bass
Tennessee
$504K +$1.96K +50 +0.4%
TCM
736
Telos Capital Management
California
$503K +$4.7K +120 +0.9%
Edgewood Management
737
Edgewood Management
Connecticut
$499K +$26.1K +666 +6%
BPCE
738
Bank Pictet & Cie (Europe)
Germany
$494K +$494K +12,600 New
FB
739
Fulton Bank
Pennsylvania
$487K -$3.05K -78 -0.6%
TFA
740
Transamerica Financial Advisors
Florida
$484K +$322K +8,214 +199%
Verition Fund Management
741
Verition Fund Management
Connecticut
$481K +$239K +6,102 +99%
GJIC
742
Gamble Jones Investment Counsel
California
$480K +$61K +1,554 +15%
GI
743
Glovista Investments
New Jersey
$478K – – –
JIC
744
Johnson Investment Counsel
Ohio
$473K +$15.7K +400 +3%
GIS
745
Guardian Investor Services
New York
$472K +$1.73K +44 +0.4%
RHJA
746
Rice Hall James & Associates
California
$464K +$39.2K +1,000 +9%
TCM
747
Texan Capital Management
Texas
$464K +$464K +11,840 New
HC
748
HHG & Company
Connecticut
$463K – – –
AA
749
ALPS Advisors
Colorado
$455K +$219K +6,160 +93%
NSIM
750
North Star Investment Management
Illinois
$451K +$78.5K +2,002 +21%
28 29
30
31 32