SBUX icon

Starbucks
SBUX

Overview Fund Activity

960 hedge funds and large institutions have $40.3B invested in Starbucks in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 413 increasing their positions, 345 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
27.75%
Holding in Top 10
36
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.4%
% of All Funds
1.04%
New
89
Increased
413
Reduced
345
Closed
100
Calls
$414M
Puts
$623M
Net Calls
-$209M
Net Calls Change
+$298M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
+$324M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$317M
3
UBS AM
UBS AM
Illinois
+$237M
4
DCP
DSM Capital Partners
Florida
+$176M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$167M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$958M
2
IIS
Ignis Investment Services
United Kingdom
-$312M
3
State Street
State Street
Massachusetts
-$166M
4
American Century Companies
American Century Companies
Missouri
-$164M
5
Ameriprise
Ameriprise
Minnesota
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAG
751
Crestwood Advisors Group
Massachusetts
$377K -$2.94K -80 -0.8%
JIC
752
Johnson Investment Counsel
Ohio
$373K -$69.6K -1,900 -16%
Rafferty Asset Management
753
Rafferty Asset Management
New York
$368K +$68.3K +1,864 +23%
MWAC
754
Mariner Wealth Advisors (Cincinnati)
Ohio
$367K -$5.64M -153,778 -94%
EWM
755
Empirical Wealth Management
Washington
$367K -$23K -626 -6%
OCM
756
One Capital Management
California
$366K +$366K +9,980 New
FCH
757
Freestone Capital Holdings
Washington
$364K +$33.1K +900 +10%
FIG
758
Fusion Investment Group
Pennsylvania
$363K -$15.6K -424 -4%
NEPWA
759
New England Private Wealth Advisors
Massachusetts
$357K +$9.75K +266 +3%
PGFC
760
Peapack-Gladstone Financial Corp
New Jersey
$355K +$56K +1,526 +19%
MS
761
Marshall & Sullivan
Washington
$352K – – –
DCM
762
Dynamic Capital Management
Jersey
$350K -$1.01M -27,654 -74%
MNBTD
763
Moody National Bank Trust Division
Texas
$347K -$1.54M -42,016 -82%
IC
764
IKOS CIF
Cyprus
$343K +$303K +7,904 +747%
SMC
765
Smith, Moore & Co
Missouri
$340K +$340K +9,260 New
FFBTD
766
First Financial Bank - Trust Division
Ohio
$338K -$14.7K -400 -4%
MCC
767
Mid Continent Capital
Illinois
$334K – – –
PP
768
Prudential plc
United Kingdom
$333K -$29.4K -800 -8%
WIS
769
Wright Investors Service
Connecticut
$332K -$150K -4,080 -31%
BCM
770
Becker Capital Management
Oregon
$332K -$147K -4,000 -31%
HH
771
Hilltop Holdings
Texas
$332K +$8.79K +240 +3%
EFS
772
Essex Financial Services
Connecticut
$332K +$126K +3,430 +61%
BC
773
Bartlett & Co
Ohio
$330K – – –
CIC
774
Carnegie Investment Counsel
Ohio
$328K +$18.3K +500 +6%
LW
775
Linscomb Wealth
Texas
$324K +$324K +8,830 New
29 30
31
32 33