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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 %
CAW
901
Cornerstone Advisors (Washington)
Washington
$148K +$391 +10 +0.3%
TF
902
Tompkins Financial
New York
$148K +$21.1K +540 +17%
TDC
903
Thompson Davis & Co
Virginia
$145K +$145K +3,698 New
PTC
904
Private Trust Company
Ohio
$139K +$10.1K +258 +8%
ATC
905
Adirondack Trust Company
New York
$136K -$2.36K -60 -2%
PCTC
906
Perkins Coie Trust Company
Washington
$119K +$119K +3,040 New
Manulife (Manufacturers Life Insurance)
907
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$118K -$9.07K -231,292 -7%
MAM
908
Mizuho Asset Management
Japan
$118K – – –
PAS
909
Partnervest Advisory Services
California
$118K +$5.02K +128 +4%
CFA
910
Carroll Financial Associates
North Carolina
$115K +$5.84K +150 +5%
HCP
911
Holt Capital Partners
Texas
$110K +$110K +2,800 New
DOA
912
D'Orazio & Associates
Virginia
$110K +$110K +2,800 New
HCM
913
Horrell Capital Management
Arkansas
$103K – – –
HHMI
914
Howard Hughes Medical Institute
Maryland
$103K +$236 +6 +0.2%
NME
915
Notis-McConarty Edward
$102K +$102K +2,600 New
CFS
916
Community Financial System
New York
$96K -$3.92K -100 -4%
WF
917
WealthTrust Fairport
Ohio
$96K +$314 +8 +0.3%
RIA
918
Regal Investment Advisors
Michigan
$96K +$96K +2,452 New
KT
919
Kanaly Trust
Texas
$94K +$94K +2,400 New
EWM
920
Evercore Wealth Management
New York
$83K -$216K -5,504 -72%
CFG
921
CKW Financial Group
Hawaii
$82K +$82K +2,080 New
WAM
922
Wolverine Asset Management
Illinois
$80K +$80K +2,066 New
WCM
923
Windsor Capital Management
Arizona
$79K +$236 +6 +0.3%
FAM
924
Formidable Asset Management
Ohio
$74K – – –
CG
925
Colony Group
Massachusetts
$73K +$73K +1,852 New
35 36
37
38 39