SBUX icon

Starbucks
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 %
NME
901
Notis-McConarty Edward
$125K +$26.5K +700 +27%
KT
902
Kanaly Trust
Texas
$121K – – –
SSB
903
Sandy Spring Bank
Maryland
$117K +$77K +2,032 +192%
CFG
904
CKW Financial Group
Hawaii
$116K -$15.1K -400 -11%
JFA
905
JNBA Financial Advisors
Minnesota
$115K +$60.5K +1,600 +111%
FANJ
906
Financial Architects (New Jersey)
New Jersey
$112K – – –
ST
907
Smithfield Trust
Pennsylvania
$106K – – –
DOA
908
D'Orazio & Associates
Virginia
$106K – – –
TFA
909
Transamerica Financial Advisors
Florida
$106K +$16.5K +434 +18%
PC
910
Pier Capital
Connecticut
$97K -$3.85K -102 -4%
SFPIA
911
Stevens First Principles Investment Advisors
California
$94K +$94K +2,500 New
RIA
912
Regal Investment Advisors
Michigan
$93K +$76 +2 +0.1%
PSI
913
Pinnacle Summer Investments
Virginia
$90K -$8.73K -230 -9%
TF
914
Tompkins Financial
New York
$88K -$1.2K -32 -1%
CFS
915
Community Financial System
New York
$81K – – –
M
916
MOTCO
Texas
$80K +$68.3K +1,812 +585%
PSC
917
Prentiss Smith & Co
Vermont
$79K – – –
PMFA
918
Plante Moran Financial Advisors
Michigan
$75K -$6.49K -172 -8%
AP
919
Atwood & Palmer
Missouri
$74K +$59K +1,570 +393%
TDC
920
Thompson Davis & Co
Virginia
$70K +$22.8K +606 +48%
CFA
921
Carroll Financial Associates
North Carolina
$67K -$88.4K -2,280 -57%
CG
922
Colony Group
Massachusetts
$67K – – –
WEC
923
Winslow Evans & Crocker
Massachusetts
$65.6K -$32.4K -860 -33%
PO
924
Private Ocean
California
$61K +$7.84K +208 +15%
OMCS
925
Old Mutual Customised Solutions
South Africa
$45K -$135K -3,600 -75%
35 36
37
38 39