SBUX icon

Starbucks
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 %
NES
876
New England Securities
New York
$218K +$4K +102 +2%
CA
877
Cetera Advisors
Colorado
$218K +$218K +5,530 New
SSWM
878
Sheets Smith Wealth Management
North Carolina
$216K – – –
BT
879
Bankers Trust
Iowa
$214K +$392 +10 +0.2%
QCMC
880
Quantum Capital Management (California)
California
$212K +$212K +5,418 New
HCM
881
Hengehold Capital Management
Ohio
$210K -$49.8K -1,270 -19%
FBNAT
882
FirstMerit Bank N.A. Trustee
Ohio
$210K +$210K +5,342 New
LNB
883
Ledyard National Bank
$207K +$21.1K +540 +11%
AAM
884
Autus Asset Management
Arizona
$207K +$207K +5,270 New
BMC
885
Benin Management Corp
Connecticut
$204K -$62.8K -1,600 -24%
ZIG
886
Zuckerman Investment Group
Illinois
$204K -$11.3K -288 -5%
HIM
887
Hillsdale Investment Management
Ontario, Canada
$204K +$126K +3,200 +160%
BG
888
Bahl & Gaynor
Ohio
$202K +$202K +5,160 New
LOCC
889
Lombard Odier & Cie (Canada)
Quebec, Canada
$194K +$194K +4,960 New
RNS
890
Robert N. Shapiro
$186K +$58.7K +1,500 +46%
JIC
891
Joel Isaacson & Co
New York
$184K – – –
AWS
892
Aris Wealth Services
Pennsylvania
$178K +$29.5K +754 +20%
HF
893
Hoxton Financial
West Virginia
$176K +$176K +4,480 New
TWA
894
TCI Wealth Advisors
Arizona
$172K -$12.3K -314 -7%
ECM
895
ETrade Capital Management
Virginia
$172K +$8.24K +210 +5%
CCS
896
Crosspoint Capital Strategies
California
$163K +$163K +4,562 New
S
897
SignatureFD
Georgia
$159K +$157K +4,000 +6,667%
JFGIW
898
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$154K +$17.3K +440 +13%
JWM
899
Jacobus Wealth Management
Wisconsin
$153K -$2.75K -70 -2%
SHWM
900
Smith & Howard Wealth Management
Georgia
$152K +$45.6K +1,160 +43%
34 35
36
37 38