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SBUX

Overview Fund Activity

976 hedge funds and large institutions have $43.3B invested in Starbucks in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 399 increasing their positions, 379 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
976
Holders Change
+16
Holders Change %
+1.67%
% of All Funds
28.07%
Holding in Top 10
45
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25%
% of All Funds
1.29%
New
83
Increased
399
Reduced
379
Closed
60
Calls
$536M
Puts
$652M
Net Calls
-$116M
Net Calls Change
+$93.3M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$801M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$3.96B
3
IIS
Ignis Investment Services
United Kingdom
$284M
4
Capital World Investors
Capital World Investors
California
$408M
5
Citadel Advisors
Citadel Advisors
Florida
$233M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.04B
2
Wells Fargo
Wells Fargo
California
$623M
3
JHIU
Janus Henderson Investors US
Colorado
$749M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$742M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
826
Hollencrest Capital Management
California
$272K -$10.3K -266 -4%
FIM
827
Freedom Investment Management
Connecticut
$271K -$35.3K -912 -12%
RIM
828
Regent Investment Management
Kentucky
$268K +$268K +6,934 New
ACM
829
Antonetti Capital Management
Florida
$265K – – –
Verition Fund Management
830
Verition Fund Management
Connecticut
$261K +$261K +6,742 New
RW
831
Rand Wealth
Maryland
$256K +$256K +6,618 New
AL
832
Agran Libbie
California
$255K +$23.2K +600 +10%
TIA
833
Tiemann Investment Advisors
California
$250K -$27.1K -700 -10%
TSWM
834
Triangle Securities Wealth Management
North Carolina
$250K +$250K +6,454 New
CWP
835
Capital Wealth Planning
Florida
$248K – – –
SWA
836
SFMG Wealth Advisors
Texas
$247K +$22.6K +584 +10%
MPI
837
Mairs & Power Inc
Minnesota
$246K -$79.5K -2,056 -24%
AB
838
Atlas Brown
Kentucky
$243K +$243K +6,286 New
AHS
839
Aspiriant Holdings S3
California
$240K +$2.55K +66 +1%
LNC
840
Lincoln National Corp
Pennsylvania
$238K -$23.1K -598 -9%
CCMG
841
Clark Capital Management Group
Pennsylvania
$238K +$238K +6,162 New
SAMC
842
Shinko Asset Management Company
Japan
$236K – – –
GGPS
843
Gary Goldberg Planning Services
New York
$235K -$92K -2,376 -28%
QCMC
844
Quantum Capital Management (California)
California
$233K +$16.3K +422 +8%
PP
845
Paloma Partners
Connecticut
$232K -$30.9K -800 -12%
BCM
846
Blume Capital Management
California
$232K – – –
TSS
847
Thomas Story & Son
Indiana
$232K – – –
CC
848
Courier Capital
New York
$231K -$620 -16 -0.3%
PPSG
849
Princeton Portfolio Strategies Group
New Jersey
$230K +$230K +5,950 New
VFS
850
VSR Financial Services
Kansas
$227K -$111K -2,868 -33%
32 33
34
35 36