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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 %
BC
826
Burney Company
Virginia
$303K -$7.46K -190 -2%
SFSIG
827
San Francisco Sentry Investment Group
California
$300K -$7.93K -202 -3%
WDA
828
Wendell David Associates
New Hampshire
$300K +$18.8K +480 +7%
ICOA
829
Investment Centers of America
North Dakota
$298K -$509K -13,122 -63%
HHGA
830
Halbert Hargrove Global Advisors
California
$297K -$209K -5,326 -41%
RFA
831
Reilly Financial Advisors
California
$296K +$177K +4,524 +149%
FBA
832
Front Barnett Associates
Illinois
$294K -$62.7K -1,600 -18%
GT
833
Greenleaf Trust
Michigan
$293K +$27.5K +702 +10%
TCMG
834
TSP Capital Management Group
New Jersey
$290K -$285K – –
OPTFSNA
835
Old Point Trust & Financial Services N A
Virginia
$290K – – –
ECAM
836
East Coast Asset Management
Massachusetts
$284K +$11.7K +300 +4%
WMC
837
Westwood Management Corporation
Illinois
$282K – – –
LCP
838
Legacy Capital Partners
Wisconsin
$280K -$33.4K -850 -11%
TIA
839
Tiemann Investment Advisors
California
$280K +$280K +7,150 New
ACM
840
Antonetti Capital Management
Florida
$268K – – –
IAM
841
Impala Asset Management
Florida
$268K +$268K +6,850 New
DP
842
Dearborn Partners
Illinois
$261K +$23.5K +600 +10%
JWA
843
JFS Wealth Advisors
Pennsylvania
$260K -$3.53K -90 -1%
SAMC
844
Shinko Asset Management Company
Japan
$258K -$16.8K -428 -6%
FWP
845
FAS Wealth Partners
Kansas
$256K +$256K +6,540 New
BCM
846
Beck Capital Management
Texas
$255K +$255K +7,122 New
GAM
847
Griffin Asset Management
New York
$253K -$15K -382 -6%
UF
848
Univest Financial
Pennsylvania
$251K -$78.2K -2,000 -24%
OMCS
849
Old Mutual Customised Solutions
South Africa
$251K +$31.4K +800 +14%
Capstone Investment Advisors
850
Capstone Investment Advisors
New York
$250K +$250K +6,400 New
32 33
34
35 36