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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 %
EWM
876
Evercore Wealth Management
New York
$195K +$82.3K +2,126 +73%
CCM
877
Cupps Capital Management
Illinois
$192K -$115K -2,988 -38%
SFSIG
878
San Francisco Sentry Investment Group
California
$186K -$241K -6,206 -56%
OMCS
879
Old Mutual Customised Solutions
South Africa
$186K -$62K -1,600 -25%
CCS
880
Crosspoint Capital Strategies
California
$186K -$16.9K -432 -8%
JIC
881
Joel Isaacson & Co
New York
$182K – – –
DBT
882
Dubuque Bank & Trust
Iowa
$179K +$117K +3,028 +189%
Lazard Asset Management
883
Lazard Asset Management
New York
$174K – – –
TWA
884
TCI Wealth Advisors
Arizona
$170K – – –
PAS
885
Partnervest Advisory Services
California
$168K +$54.1K +1,400 +47%
ATC
886
Adirondack Trust Company
New York
$165K +$28.6K +740 +21%
CFA
887
Carroll Financial Associates
North Carolina
$155K +$53.3K +1,378 +52%
MAM
888
Mizuho Asset Management
Japan
$150K +$33.8K +874 +29%
W
889
Wealthfront
California
$148K +$14.5K +368 +11%
MUMSS
890
Mitsubishi UFJ Morgan Stanley Securities
Japan
$144K +$75.9K +1,960 +111%
WC
891
Whitnell & Co
Illinois
$139K +$139K +3,600 New
CAW
892
Cornerstone Advisors (Washington)
Washington
$138K +$1.55K +40 +1%
CFG
893
CKW Financial Group
Hawaii
$136K +$15.6K +400 +13%
KT
894
Kanaly Trust
Texas
$125K +$2.33K +60 +2%
RNS
895
Robert N. Shapiro
$118K -$66.5K -1,712 -36%
PCTC
896
Perkins Coie Trust Company
Washington
$118K – – –
FANJ
897
Financial Architects (New Jersey)
New Jersey
$115K +$115K +2,962 New
JWM
898
Jacobus Wealth Management
Wisconsin
$110K +$110K +2,846 New
ST
899
Smithfield Trust
Pennsylvania
$108K – – –
HCP
900
Holt Capital Partners
Texas
$108K – – –
34 35
36
37 38