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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 %
ZIG
801
Zuckerman Investment Group
Illinois
$211K +$211K +5,488 New
BT
802
Bankers Trust
Iowa
$210K -$39.7K -1,032 -16%
NES
803
New England Securities
New York
$210K -$24.1K -626 -10%
CAM
804
CMT Asset Management
Illinois
$210K +$210K +5,448 New
BHWM
805
Bar Harbor Wealth Management
New Hampshire
$208K +$208K +5,412 New
EWA
806
Exencial Wealth Advisors
Oklahoma
$202K -$61.2K -1,492 -23%
SCG
807
Strategic Capital Group
Washington
$183K +$49.9K +1,296 +37%
LNB
808
Ledyard National Bank
$182K -$53.6K -1,400 -23%
TWA
809
TCI Wealth Advisors
Arizona
$181K +$15.2K +394 +9%
JIC
810
Joel Isaacson & Co
New York
$181K +$77K +2,000 +74%
ICRM
811
Insight Capital Research & Management
California
$162K +$162K +4,000 New
ECM
812
ETrade Capital Management
Virginia
$161K -$11K -284 -6%
TFA
813
Transamerica Financial Advisors
Florida
$159K -$448K -11,608 -74%
JWM
814
Jacobus Wealth Management
Wisconsin
$153K -$75.7K -1,960 -33%
LIA
815
LS Investment Advisors
Michigan
$147K +$29.1K +754 +25%
AWS
816
Aris Wealth Services
Pennsylvania
$146K +$146K +3,798 New
CAW
817
Cornerstone Advisors (Washington)
Washington
$145K +$14K +366 +11%
ATC
818
Adirondack Trust Company
New York
$135K +$34.5K +900 +34%
JFGIW
819
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$134K -$18.8K -490 -12%
PTC
820
Private Trust Company
Ohio
$126K -$6.15K -160 -5%
Manulife (Manufacturers Life Insurance)
821
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$125K +$3.85K +100,020 +3%
RNS
822
Robert N. Shapiro
$125K -$80.8K -2,100 -39%
TF
823
Tompkins Financial
New York
$125K +$47.8K +1,240 +62%
Toronto Dominion Bank
824
Toronto Dominion Bank
Ontario, Canada
$123K – – –
RFA
825
Reilly Financial Advisors
California
$117K -$7.71K -200 -6%
31 32
33
34 35