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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 %
JIP
751
Jaffetilchin Investment Partners
Florida
$449K -$731K -18,646 -62%
QC
752
QCM Cayman
Texas
$448K +$448K +11,418 New
WPW
753
Waldron Private Wealth
Pennsylvania
$446K +$446K +11,374 New
RC
754
RegentAtlantic Capital
New Jersey
$445K +$94.2K +2,400 +27%
PP
755
Patten & Patten
Tennessee
$444K +$11.7K +300 +3%
CLOS
756
Compagnie Lombard Odier SCmA
Switzerland
$444K +$444K +11,320 New
AAM
757
Aureus Asset Management
Massachusetts
$440K -$6.85M -174,740 -94%
EHWM
758
Eads & Heald Wealth Management
Georgia
$440K +$40.3K +1,028 +10%
HC
759
Highmount Capital
New York
$438K – – –
GLA
760
Great Lakes Advisors
Illinois
$433K -$49.4K -1,262 -10%
AAM
761
Auxier Asset Management
Oregon
$429K – – –
IPC
762
Independent Portfolio Consultants
Florida
$427K -$11.4K -290 -3%
RCAG
763
Rehmann Capital Advisory Group
Michigan
$426K -$8.32K -212 -2%
Lazard Asset Management
764
Lazard Asset Management
New York
$425K +$6.26K +160 +1%
MCM
765
Manchester Capital Management
Vermont
$424K -$39.2K -1,000 -8%
FHA
766
First Horizon Advisors
Tennessee
$424K +$69.1K +1,842 +19%
WP
767
WMS Partners
Maryland
$422K +$422K +10,758 New
BDF
768
Balasa Dinverno & Foltz
$421K +$4.16K +106 +1%
VCAM
769
Van Cleef Asset Management
Ohio
$417K +$11.7K +300 +3%
ANRIA
770
American National Registered Investment Advisor
Texas
$417K +$417K +10,630 New
EWM
771
Empirical Wealth Management
Washington
$416K +$93.3K +2,382 +29%
FMLI
772
Fukoku Mutual Life Insurance
Japan
$415K -$15.7K -400 -4%
DWA
773
Douglass Winthrop Advisors
New York
$415K – – –
EA
774
Emerald Advisers
Pennsylvania
$413K – – –
AC
775
Alexandria Capital
Virginia
$411K – – –
29 30
31
32 33