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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 %
HCM
776
Hengehold Capital Management
Ohio
$255K – – –
AA
777
ALPS Advisors
Colorado
$255K +$255K +6,636 New
TCOT
778
Trust Company of Toledo
Ohio
$254K – – –
GF
779
Gerstein Fisher
New York
$254K +$254K +6,602 New
CWP
780
Capital Wealth Planning
Florida
$246K +$246K +6,400 New
AB
781
Atlas Brown
Kentucky
$242K -$20.9K -544 -8%
SCIA
782
Sanibel Captiva Investment Advisers
Illinois
$242K +$242K +6,290 New
WCM
783
Weston Capital Management
California
$241K – – –
FIM
784
Freedom Investment Management
Connecticut
$240K -$9.63K -250 -4%
Verition Fund Management
785
Verition Fund Management
Connecticut
$237K -$218K -5,674 -48%
CCFCSB
786
Cape Cod Five Cents Savings Bank
Massachusetts
$237K – – –
AHS
787
Aspiriant Holdings S3
California
$236K -$194K -5,060 -45%
DP
788
Dearborn Partners
Illinois
$234K +$234K +6,068 New
TSS
789
Thomas Story & Son
Indiana
$231K +$231K +6,000 New
WI
790
WHV Investments
California
$231K +$231K +6,000 New
LSV Asset Management
791
LSV Asset Management
Illinois
$230K +$230K +5,980 New
BAIA
792
Bel Air Investment Advisors
California
$229K -$17.3K -450 -7%
AL
793
Agran Libbie
California
$229K +$229K +5,962 New
SAM
794
Silvercrest Asset Management
New York
$228K +$228K +5,920 New
TC
795
Telemus Capital
Michigan
$225K +$225K +5,836 New
CIC
796
Cornercap Investment Counsel
Georgia
$221K +$221K +5,746 New
OMCS
797
Old Mutual Customised Solutions
South Africa
$216K – – –
SWA
798
SFMG Wealth Advisors
Texas
$212K +$212K +5,502 New
SSWM
799
Sheets Smith Wealth Management
North Carolina
$212K +$212K +5,510 New
CC
800
Courier Capital
New York
$211K +$211K +5,470 New
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