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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 %
YIA
826
YHB Investment Advisors
Connecticut
$244K +$244K +6,638 New
PNAA
827
Pictet North America Advisors
Switzerland
$242K +$242K +6,600 New
RT
828
Reliance Trust
Georgia
$239K +$12.7K +344 +6%
BCM
829
Beck Capital Management
Texas
$236K -$27.4K -740 -10%
SC
830
SouthState Corp
Florida
$236K +$24.2K +660 +11%
OMCS
831
Old Mutual Customised Solutions
South Africa
$235K – – –
CWP
832
Capital Wealth Planning
Florida
$235K +$235K +6,400 New
QC
833
QCM Cayman
Texas
$232K -$187K -5,094 -45%
PBT
834
Pictet Bank & Trust
Bahamas
$227K – – –
AHS
835
Aspiriant Holdings S3
California
$225K – – –
SAMC
836
Shinko Asset Management Company
Japan
$224K -$17.3K -472 -7%
DP
837
Dearborn Partners
Illinois
$223K -$22.1K -600 -9%
BOTW
838
Bank of the West
California
$222K +$222K +6,044 New
Capstone Investment Advisors
839
Capstone Investment Advisors
New York
$220K -$14.7K -400 -6%
TSS
840
Thomas Story & Son
Indiana
$220K – – –
BCM
841
Blume Capital Management
California
$220K – – –
AL
842
Agran Libbie
California
$220K +$1.39K +38 +0.6%
CC
843
Courier Capital
New York
$219K +$219K +5,978 New
NES
844
New England Securities
New York
$218K +$14K +382 +7%
LPT
845
Legacy Private Trust
Wisconsin
$217K -$513 -14 -0.2%
PAA
846
Peregrine Asset Advisers
Oregon
$212K -$312K -8,510 -60%
SWA
847
SFMG Wealth Advisors
Texas
$212K +$4.32K +118 +2%
CIC
848
Cornercap Investment Counsel
Georgia
$211K – – –
DMC
849
Drexel Morgan & Co
Pennsylvania
$211K – – –
WA
850
Winfield Associates
Ohio
$211K +$162K +4,400 +328%
32 33
34
35 36