We are live on ! Find out more
SBUX icon

Starbucks

1,083 hedge funds and large institutions have $45.1B invested in Starbucks in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 450 increasing their positions, 349 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 46

29% more repeat investments, than reductions

Existing positions increased: 450 | Existing positions reduced: 349

24% more funds holding in top 10

Funds holding in top 10: 3847 (+9)

11% more funds holding

Funds holding: 9791,083 (+104)

10% more capital invested

Capital invested by funds: $41.1B → $45.1B (+$4.02B)

35% less call options, than puts

Call options by funds: $643M | Put options by funds: $994M

Holders
1,083
Holders Change
+104
Holders Change %
+10.62%
% of All Funds
28.89%
Holding in Top 10
47
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+23.68%
% of All Funds
1.25%
New
166
Increased
450
Reduced
349
Closed
46
Calls
$643M
Puts
$994M
Net Calls
-$351M
Net Calls Change
-$46.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TSS
926
Thomas Story & Son
Indiana
$246K
RT
927
Reliance Trust
Georgia
$246K +$6.64K +170 +3%
KAH
928
Kathryn A. Hall
$246K +$234K +6,000 New
LOT
929
Lombard Odier Transatlantic
Quebec, Canada
$246K +$234K +6,000 New
AIA
930
AIMZ Investment Advisors
California
$243K +$232K +5,928 New
LJAC
931
L.J. Altfest & Co
New York
$241K +$229K +5,870 New
BCM
932
BTC Capital Management
Iowa
$239K -$5.31K -136 -2%
DMC
933
Drexel Morgan & Co
Pennsylvania
$236K
DPI
934
Diversified Portfolios Inc
Michigan
$233K +$221K +5,668 New
HCM
935
Hengehold Capital Management
Ohio
$230K +$11.7K +300 +6%
MPI
936
Mairs & Power Inc
Minnesota
$229K -$7.81K -200 -3%
SSWM
937
Sheets Smith Wealth Management
North Carolina
$226K
JFGIW
938
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$222K
GWS
939
Glassman Wealth Services
Virginia
$219K +$209K +5,346 New
JWA
940
JFS Wealth Advisors
Pennsylvania
$217K +$156 +4 +0.1%
CCS
941
Crosspoint Capital Strategies
California
$213K +$17.3K +442 +9%
FLPIM
942
F.L. Putnam Investment Management
Massachusetts
$211K -$2.52M -64,438 -93%
FIM
943
Freedom Investment Management
Connecticut
$211K -$15.2K -390 -7%
MMM
944
Mendel Money Management
Illinois
$209K +$199K +5,104 New
CHP
945
Cable Hill Partners
Oregon
$207K +$197K +5,056 New
BHB
946
Bank Hapoalim BM
Israel
$206K -$15.2K -390 -7%
MME
947
Meag Munich Ergo
Germany
$205K
BCA
948
Benchmark Capital Advisors
New York
$205K +$195K +5,000 New
ZIG
949
Zuckerman Investment Group
Illinois
$205K +$195K +5,000 New
GCAC
950
Guardian Capital Advisors (Canada)
Ontario, Canada
$202K +$164K +4,200 New