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Starbucks
SBUX

Overview Fund Activity

960 hedge funds and large institutions have $40.3B invested in Starbucks in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 413 increasing their positions, 345 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
960
Holders Change
-26
Holders Change %
-2.64%
% of All Funds
27.75%
Holding in Top 10
36
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-23.4%
% of All Funds
1.04%
New
89
Increased
413
Reduced
345
Closed
100
Calls
$414M
Puts
$623M
Net Calls
-$209M
Net Calls Change
+$298M

Top Buyers

1
JHIU
Janus Henderson Investors US
Colorado
$820M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.3B
3
UBS AM
UBS AM
Illinois
$414M
4
DCP
DSM Capital Partners
Florida
$176M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$3.47B

Top Sellers

1
Capital World Investors
Capital World Investors
California
$195M
2
IIS
Ignis Investment Services
United Kingdom
$0
3
State Street
State Street
Massachusetts
$2.11B
4
American Century Companies
American Century Companies
Missouri
$314M
5
Ameriprise
Ameriprise
Minnesota
$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
FM
901
Forward Management
California
$51K +$51K +1,400 New
SAM
902
Shamrock Asset Management
Texas
$45K +$45K +1,232 New
PSI
903
Pinnacle Summer Investments
Virginia
$44K – – –
TJHA
904
Thomas J. Herzfeld Advisors
Florida
$44K – – –
HR
905
Howe & Rusling
New York
$43K +$41.9K +1,138 +3,793%
IMS
906
Index Management Solutions
Pennsylvania
$42K +$2.2K +60 +6%
ST
907
SpiderRock Trading
Illinois
$40K -$31K – –
PSC
908
Prentiss Smith & Co
Vermont
$40K – – –
TCM
909
TD Capital Management
Tennessee
$40K +$146 +4 +0.4%
SJIM
910
St. Johns Investment Management
Florida
$40K +$40K +1,100 New
EFSCE
911
Enterprise Financial Services Corp (EFSC)
Missouri
$39K +$1.03K +28 +3%
SSB
912
Sandy Spring Bank
Maryland
$39K +$7.39K +200 +23%
NCM
913
Nelson Capital Management
California
$38K +$23.4K +640 +160%
FMB
914
Field & Main Bank
Kentucky
$37K – – –
MIC
915
MU Investments Company
Japan
$37K – – –
PMFA
916
Plante Moran Financial Advisors
Michigan
$37K +$12.9K +350 +53%
WEC
917
Winslow Evans & Crocker
Massachusetts
$36.7K +$7.49K +204 +26%
HF
918
Hoxton Financial
West Virginia
$29K -$133K -3,680 -82%
PR
919
Payden & Rygel
California
$29K – – –
TIM
920
Tortoise Investment Management
New York
$29K +$29K +800 New
PCM
921
Prelude Capital Management
New York
$26K -$804K -21,650 -97%
PP
922
Palladium Partners
Virginia
$25K +$25K +680 New
BBPWM
923
Blue Bell Private Wealth Management
Pennsylvania
$22K – – –
MWP
924
MYCIO Wealth Partners
Pennsylvania
$22K – – –
BOK
925
Bank of Kentucky
Kentucky
$22K – – –
35 36
37
38 39