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Starbucks
SBUX

Overview Fund Activity

979 hedge funds and large institutions have $41.1B invested in Starbucks in 2014 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 403 increasing their positions, 376 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+3
Holders Change %
+0.31%
% of All Funds
28.43%
Holding in Top 10
38
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-15.56%
% of All Funds
1.1%
New
69
Increased
403
Reduced
376
Closed
56
Calls
$517M
Puts
$823M
Net Calls
-$305M
Net Calls Change
-$190M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$249M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$4.07B
3
CM
Churchill Management
California
$126M
4
Two Sigma Investments
Two Sigma Investments
New York
$124M
5
Two Sigma Advisers
Two Sigma Advisers
New York
$107M

Top Sellers

1
Sands Capital Management
Sands Capital Management
Virginia
$0
2
Norges Bank
Norges Bank
Norway
$388M
3
Citadel Advisors
Citadel Advisors
Florida
$40.4M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
$667M
5
JHIU
Janus Henderson Investors US
Colorado
$606M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
826
Greenleaf Trust
Michigan
$292K – – –
SAM
827
Silvercrest Asset Management
New York
$284K – – –
WRM
828
Westport Resources Management
Connecticut
$283K -$84.1K -2,230 -23%
FBA
829
Front Barnett Associates
Illinois
$283K – – –
DWA
830
Douglass Winthrop Advisors
New York
$282K -$35.1K -930 -11%
RGC
831
Roberts, Glore & Co
Illinois
$281K +$4.98K +132 +2%
AC
832
Alexandria Capital
Virginia
$280K +$3.39K +90 +1%
RFA
833
Reilly Financial Advisors
California
$279K -$9.27K -246 -3%
TFF
834
Timothy F. Fidgeon
$279K – – –
OPTFSNA
835
Old Point Trust & Financial Services N A
Virginia
$279K – – –
DP
836
Dearborn Partners
Illinois
$278K +$60.4K +1,600 +28%
CCFCSB
837
Cape Cod Five Cents Savings Bank
Massachusetts
$277K -$22.6K -600 -8%
ECAM
838
East Coast Asset Management
Massachusetts
$276K +$2.64K +70 +1%
Connor, Clark & Lunn Investment Management (CC&L)
839
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$272K -$302K -8,000 -53%
WMC
840
Westwood Management Corporation
Illinois
$272K – – –
LNC
841
Lincoln National Corp
Pennsylvania
$271K +$38.2K +1,010 +16%
ALA
842
Atherton Lane Advisers
California
$266K -$9.29K -246 -3%
CAG
843
Crestwood Advisors Group
Massachusetts
$265K – – –
VFS
844
VSR Financial Services
Kansas
$259K +$38.1K +1,010 +17%
OFS
845
Orrstown Financial Services
Pennsylvania
$259K +$259K +6,872 New
LBG
846
Lloyds Banking Group
United Kingdom
$257K -$2.78M -74,052 -92%
GGPS
847
Gary Goldberg Planning Services
New York
$257K +$27.6K +732 +12%
RP
848
Reinhart Partners
Wisconsin
$256K -$41.5K -1,100 -14%
EWM
849
Evercore Wealth Management
New York
$255K +$65.5K +1,742 +35%
Verition Fund Management
850
Verition Fund Management
Connecticut
$253K -$1.36K -36 -0.5%
32 33
34
35 36