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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
+$226M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$206M
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
-$560M
2
Norges Bank
Norges Bank
Norway
-$393M
3
Citadel Advisors
Citadel Advisors
Florida
-$187M
4
Winslow Capital Management
Winslow Capital Management
Minnesota
-$131M
5
JHIU
Janus Henderson Investors US
Colorado
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
AL
851
Agran Libbie
California
$249K – – –
TSWM
852
Triangle Securities Wealth Management
North Carolina
$244K – – –
TIA
853
Tiemann Investment Advisors
California
$243K – – –
CWP
854
Capital Wealth Planning
Florida
$241K – – –
YMRC
855
Yorktown Management & Research Company
Virginia
$241K +$241K +6,400 New
SWA
856
SFMG Wealth Advisors
Texas
$240K -$680 -18 -0.3%
RIM
857
Regent Investment Management
Kentucky
$239K -$22.6K -600 -9%
AB
858
Atlas Brown
Kentucky
$237K – – –
NES
859
New England Securities
New York
$236K +$24K +638 +11%
AHS
860
Aspiriant Holdings S3
California
$232K -$2.49K -66 -1%
EWM
861
Evermay Wealth Management
Virginia
$228K -$83K -2,200 -27%
CCMG
862
Clark Capital Management Group
Pennsylvania
$226K -$6.72K -178 -3%
TSS
863
Thomas Story & Son
Indiana
$226K – – –
BCM
864
Blume Capital Management
California
$226K – – –
BCM
865
BTC Capital Management
Iowa
$226K +$226K +5,964 New
CC
866
Cadinha & Co
Hawaii
$226K +$226K +6,000 New
RT
867
Reliance Trust
Georgia
$219K +$3.99K +106 +2%
MPI
868
Mairs & Power Inc
Minnesota
$218K -$22.3K -590 -9%
PAA
869
Peregrine Asset Advisers
Oregon
$218K – – –
DMC
870
Drexel Morgan & Co
Pennsylvania
$217K – – –
SAMC
871
Shinko Asset Management Company
Japan
$215K -$15.1K -400 -7%
Manulife (Manufacturers Life Insurance)
872
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$215K -$10.5K -279,056 -5%
BCM
873
Beck Capital Management
Texas
$213K +$746 +20 +0.4%
IIC
874
Ironwood Investment Counsel
Arizona
$211K +$7.92K +210 +4%
FIM
875
Freedom Investment Management
Connecticut
$209K -$55.7K -1,476 -21%
33 34
35
36 37