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Starbucks
SBUX

Overview Fund Activity

889 hedge funds and large institutions have $43.3B invested in Starbucks in 2013 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 324 increasing their positions, 366 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+30
Holders Change %
+3.49%
% of All Funds
28.84%
Holding in Top 10
57
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+21.28%
% of All Funds
1.85%
New
87
Increased
324
Reduced
366
Closed
49
Calls
$508M
Puts
$768M
Net Calls
-$260M
Net Calls Change
-$64.5M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$3.72B
2
Goldman Sachs
2
Goldman Sachs
New York
$374M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$976M
4
Jennison Associates
4
Jennison Associates
New York
$823M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$101M

Top Sellers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$651M
2
SCM
2
Scout Capital Management
New York
$69.3M
3
KeyBank National Association
3
KeyBank National Association
Ohio
$40.8M
4
MCM
4
Marsico Capital Management
Colorado
$258M
5
CM
5
Churchill Management
California
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
RGC
751
Roberts, Glore & Co
Illinois
$299K -$190K -4,930 -39%
FFC
752
First Financial Corp
Indiana
$299K -$13.5K -350 -4%
CIC
753
Carnegie Investment Counsel
Ohio
$299K +$5.39K +140 +2%
VCAM
754
Valentine Capital Asset Management
California
$295K +$5.78K +150 +2%
TIM
755
Thompson Investment Management
Wisconsin
$294K +$294K +7,636 New
SI
756
Standard Investments
New York
$294K +$294K +7,652 New
EWM
757
Evercore Wealth Management
New York
$293K +$190K +4,934 +184%
TCMG
758
TSP Capital Management Group
New Jersey
$285K -$242K – –
OPTFSNA
759
Old Point Trust & Financial Services N A
Virginia
$284K +$38.4K +1,000 +16%
EWM
760
Elite Wealth Management
Washington
$283K +$37.7K +978 +15%
JT
761
Jump Trading
Illinois
$279K +$90.9K +2,366 +48%
WDA
762
Wendell David Associates
New Hampshire
$277K – – –
WMC
763
Westwood Management Corporation
Illinois
$277K – – –
SAMC
764
Shinko Asset Management Company
Japan
$269K -$23.1K -600 -8%
SIIU
765
Scotia Institutional Investments US
Pennsylvania
$269K +$205K +5,318 +320%
ECAM
766
East Coast Asset Management
Massachusetts
$268K +$51.9K +1,346 +24%
ACM
767
Antonetti Capital Management
Florida
$264K – – –
GAM
768
Griffin Asset Management
New York
$263K -$1K -26 -0.4%
BMC
769
Benin Management Corp
Connecticut
$262K -$239K -6,200 -48%
GT
770
Greenleaf Trust
Michigan
$261K – – –
LPT
771
Legacy Private Trust
Wisconsin
$260K -$154 -4 -0.1%
JWA
772
JFS Wealth Advisors
Pennsylvania
$259K -$49.7K -1,288 -16%
PJSIMP
773
P.J. Schmidt Investment Management (PJS)
Wisconsin
$258K +$23K +598 +10%
MIM
774
Marco Investment Management
Georgia
$258K +$258K +6,700 New
GIA
775
GHP Investment Advisors
Colorado
$257K +$385 +10 +0.1%
29 30
31
32 33