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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
$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 %
SSWM
876
Sheets Smith Wealth Management
North Carolina
$208K – – –
JFGIW
877
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$205K +$2.12K +56 +1%
BHB
878
Bank Hapoalim BM
Israel
$204K +$204K +5,410 New
W
879
Wealthfront
California
$203K +$61.8K +1,638 +44%
PPSG
880
Princeton Portfolio Strategies Group
New Jersey
$202K -$22.7K -600 -10%
JWA
881
JFS Wealth Advisors
Pennsylvania
$200K -$982 -26 -0.5%
HCM
882
Hengehold Capital Management
Ohio
$200K – – –
MME
883
Meag Munich Ergo
Germany
$189K -$113K -3,000 -38%
MAM
884
Mizuho Asset Management
Japan
$186K +$39.5K +1,046 +27%
JT
885
Jump Trading
Illinois
$186K +$186K +4,936 New
CL
886
CFS LLC
Oklahoma
$182K +$116K +3,058 +174%
CCS
887
Crosspoint Capital Strategies
California
$179K – – –
JIC
888
Joel Isaacson & Co
New York
$178K +$227 +6 +0.1%
ATC
889
Adirondack Trust Company
New York
$177K +$16.2K +430 +10%
SFSIG
890
San Francisco Sentry Investment Group
California
$176K -$5.06K -134 -3%
DBT
891
Dubuque Bank & Trust
Iowa
$175K – – –
TWA
892
TCI Wealth Advisors
Arizona
$165K – – –
PCTC
893
Perkins Coie Trust Company
Washington
$159K +$44.2K +1,170 +38%
MHS
894
M Holdings Securities
Oregon
$155K +$155K +4,120 New
RNS
895
Robert N. Shapiro
$147K +$32.5K +862 +28%
JWM
896
Jacobus Wealth Management
Wisconsin
$144K +$36.3K +960 +34%
ClearBridge Investments
897
ClearBridge Investments
New York
$138K -$252K -6,700 -65%
WC
898
Whitnell & Co
Illinois
$136K – – –
GSC
899
Ground Swell Capital
South Carolina
$129K +$65.3K +1,736 +103%
MUMSS
900
Mitsubishi UFJ Morgan Stanley Securities
Japan
$127K -$13.6K -360 -10%
34 35
36
37 38