We are live on ! Find out more
SBUX icon

Starbucks

1,142 hedge funds and large institutions have $50.8B invested in Starbucks in 2015 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 458 increasing their positions, 407 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 141 | Existing positions closed: 69

51% more funds holding in top 10

Funds holding in top 10: 4771 (+24)

13% more capital invested

Capital invested by funds: $45.1B → $50.8B (+$5.74B)

13% more repeat investments, than reductions

Existing positions increased: 458 | Existing positions reduced: 407

5% more funds holding

Funds holding: 1,0831,142 (+59)

9% less call options, than puts

Call options by funds: $686M | Put options by funds: $753M

Holders
1,142
Holders Change
+59
Holders Change %
+5.45%
% of All Funds
30.44%
Holding in Top 10
71
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+51.06%
% of All Funds
1.89%
New
141
Increased
458
Reduced
407
Closed
69
Calls
$686M
Puts
$753M
Net Calls
-$67.6M
Net Calls Change
+$284M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
976
Maverick Capital
Texas
$264K +$251K +5,580 New
HB
977
Homrich & Berg
Georgia
$260K +$246K +5,482 New
CAI
978
Capital Advisors Inc
Oklahoma
$257K +$154K +3,426 +46%
RWA
979
River Wealth Advisors
Pennsylvania
$256K +$243K +5,416 New
ATC
980
Adirondack Trust Company
New York
$255K +$32.8K +730 +16%
JWA
981
JFS Wealth Advisors
Pennsylvania
$252K +$719 +16 +0.3%
AAM
982
Aureus Asset Management
Massachusetts
$251K +$238K +5,294 New
PP
983
Patten & Patten
Tennessee
$248K +$15.5K +346 +7%
GCAC
984
Guardian Capital Advisors (Canada)
Ontario, Canada
$247K
CMANY
985
Capital Management Associates (New York)
New York
$245K +$232K +5,170 New
MMM
986
Mendel Money Management
Illinois
$242K
FIM
987
Freedom Investment Management
Connecticut
$240K -$3.5K -78 -2%
BG
988
Bahl & Gaynor
Ohio
$240K +$228K +5,074 New
TCM
989
Traynor Capital Management
Pennsylvania
$240K +$228K +5,082 New
ZIG
990
Zuckerman Investment Group
Illinois
$237K
BHTS
991
Bar Harbor Trust Services
Maine
$234K +$222K +4,944 New
BSW
992
Buckingham Strategic Wealth
Missouri
$233K +$221K +4,918 New
CHP
993
Cable Hill Partners
Oregon
$232K -$3.33K -74 -1%
HCMT
994
Highland Capital Management (Tennessee)
Tennessee
$232K
AAM
995
Azzad Asset Management
Virginia
$230K +$219K +4,868 New
JIC
996
Joel Isaacson & Co
New York
$229K +$2.7K +60 +1%
C
997
CFO4Life
Texas
$228K -$58K -1,292 -21%
Grantham, Mayo, Van Otterloo & Co (GMO)
998
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$228K +$216K +4,814 New
ATC
999
Argent Trust Co
Tennessee
$225K +$213K +4,748 New
BBI
1000
Baxter Bros Inc
Connecticut
$225K +$214K +4,762 New