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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 %
FIM
801
Freedom Investment Management
Connecticut
$347K +$102K +2,608 +42%
CFA
802
Cahill Financial Advisors
Minnesota
$347K +$347K +8,844 New
CSIC
803
Clifford Swan Investment Counsel
California
$346K -$26.5K -676 -7%
HH
804
Hilltop Holdings
Texas
$346K -$3.68K -94 -1%
ST
805
Smithfield Trust
Pennsylvania
$345K -$18.8K -480 -5%
TH
806
TCTC Holdings
Texas
$342K – – –
GIA
807
GHP Investment Advisors
Colorado
$340K +$78.1K +1,990 +30%
PTB
808
Pioneer Trust Bank
Oregon
$335K – – –
IHL
809
Investment House LLC
California
$335K – – –
ALA
810
Atherton Lane Advisers
California
$333K +$22K +560 +7%
SCIA
811
Sanibel Captiva Investment Advisers
Illinois
$333K +$86.4K +2,204 +35%
GLI
812
Guardian Life Insurance
New York
$332K -$374K -9,556 -53%
GGPS
813
Gary Goldberg Planning Services
New York
$331K +$706 +18 +0.2%
CIC
814
Carnegie Investment Counsel
Ohio
$331K +$26.5K +676 +9%
CIC
815
Crawford Investment Counsel
Georgia
$330K – – –
BMO
816
Beck Mack & Oliver
New York
$329K – – –
GP
817
Girard Partners
Pennsylvania
$323K +$323K +8,234 New
PL
818
Parkwood LLC
Ohio
$323K +$323K +8,236 New
Rafferty Asset Management
819
Rafferty Asset Management
New York
$321K +$321K +8,178 New
PGFC
820
Peapack-Gladstone Financial Corp
New Jersey
$320K – – –
MME
821
Meag Munich Ergo
Germany
$313K – – –
AHC
822
Adell Harriman & Carpenter
Texas
$312K +$312K +7,958 New
PAM
823
Princeton Alpha Management
New Jersey
$306K +$306K +7,800 New
HCM
824
Hollencrest Capital Management
California
$305K +$305K +7,770 New
RGC
825
Roberts, Glore & Co
Illinois
$304K – – –
31 32
33
34 35