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SBUX

Overview Fund Activity

1,083 hedge funds and large institutions have $45.1B invested in Starbucks in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 450 increasing their positions, 349 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,083
Holders Change
+104
Holders Change %
+10.62%
% of All Funds
28.9%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
1.25%
New
166
Increased
450
Reduced
349
Closed
46
Calls
$643M
Puts
$994M
Net Calls
-$351M
Net Calls Change
-$46.1M

Top Buyers

1
State Street
State Street
Massachusetts
+$146M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$98.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$84.2M
4
Capital International Investors
Capital International Investors
California
+$78.9M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$78.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$412M
2
Winslow Capital Management
Winslow Capital Management
Minnesota
-$167M
3
CM
Churchill Management
California
-$133M
4
Two Sigma Investments
Two Sigma Investments
New York
-$123M
5
American Century Companies
American Century Companies
Missouri
-$99.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
726
CWH Capital Management
Washington
$697K -$14K -342 -2%
NERM
727
New England Research & Management
Illinois
$697K +$32.8K +800 +5%
MTIM
728
Marathon Trading Investment Management
Pennsylvania
$697K +$697K +17,000 New
MWM
729
Merriman Wealth Management
Washington
$694K +$487 +12 +0.1%
FBT
730
Founders Bank & Trust
Michigan
$687K -$97.3K -2,370 -12%
BIM
731
Baldwin Investment Management
Pennsylvania
$681K – – –
PIA
732
Peachtree Investment Advisors
Georgia
$679K -$21.7K -530 -3%
PIM
733
Penobscot Investment Management
Massachusetts
$677K +$66.5K +1,620 +11%
TCM
734
Tributary Capital Management
Nebraska
$673K +$673K +16,400 New
WA
735
WFG Advisors
Texas
$672K -$138K -3,354 -17%
GWCM
736
Godshalk Welsh Capital Management
Pennsylvania
$671K +$671K +16,350 New
SAM
737
Symphony Asset Management
California
$670K -$619K -15,086 -48%
NIC
738
Northwest Investment Counselors
Oregon
$668K +$4.1K +100 +0.6%
IIM
739
Ipswich Investment Management
Massachusetts
$665K +$49.2K +1,200 +8%
BCM
740
Bluefin Capital Management
New York
$665K +$264K +6,428 +66%
Fisher Asset Management
741
Fisher Asset Management
Washington
$663K +$80.3K +1,958 +14%
EWM
742
Evercore Wealth Management
New York
$661K +$382K +9,282 +137%
MFS
743
Madrona Financial Services
Washington
$660K +$660K +32,160 New
MS
744
Marshall & Sullivan
Washington
$653K -$1.56K -38 -0.2%
VFS
745
VSR Financial Services
Kansas
$653K +$371K +9,040 +132%
RJT
746
Raymond James Trust
Florida
$652K +$111K +2,706 +21%
CS
747
Comerica Securities
Michigan
$651K -$28.7K -700 -4%
MWAC
748
Mariner Wealth Advisors (Cincinnati)
Ohio
$650K +$86.3K +2,102 +15%
ASC
749
Atalanta Sosnoff Capital
New York
$648K – – –
SFA
750
Sequoia Financial Advisors
Ohio
$641K +$36.7K +894 +6%
28 29
30
31 32