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Starbucks
SBUX

Overview Fund Activity

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
Holders
1,083
Holders Change
+104
Holders Change %
+10.62%
% of All Funds
28.9%
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

Top Buyers

1
State Street
1
State Street
Massachusetts
$2.56B
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$838M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$3.16B
4
Capital International Investors
4
Capital International Investors
California
$383M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$349M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.28B
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$558M
3
CM
3
Churchill Management
California
$4.81M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$11.6M
5
American Century Companies
5
American Century Companies
Missouri
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
1001
Atwood & Palmer
Missouri
$81K – – –
AWM
1002
AllSquare Wealth Management
New York
$76K +$76K +1,860 New
DRS
1003
Deane Retirement Strategies
Louisiana
$74K +$74K +1,806 New
AIM
1004
Advantage Investment Management
Iowa
$73K +$73K +1,774 New
LWA
1005
Lowe Wealth Advisors
Maryland
$71K +$71K +1,720 New
SIA
1006
Stancorp Investment Advisers
Oregon
$71K +$71K +1,720 New
RNS
1007
Robert N. Shapiro
$67K -$91K -2,246 -58%
WEC
1008
Winslow Evans & Crocker
Massachusetts
$64.7K -$6.56K -160 -9%
S
1009
SignatureFD
Georgia
$63K +$63K +1,540 New
LBG
1010
Lloyds Banking Group
United Kingdom
$62K -$216K -5,320 -78%
ZTNA
1011
Zions Trust National Association
Utah
$56K +$40K +978 +251%
SIG
1012
Stanford Investment Group
California
$50K +$50K +1,218 New
TCM
1013
TD Capital Management
Tennessee
$46K +$166 +4 +0.4%
TIM
1014
Tortoise Investment Management
New York
$46K +$3.69K +90 +9%
CFA
1015
Carroll Financial Associates
North Carolina
$45K -$31.5K -712 -41%
SJIM
1016
St. Johns Investment Management
Florida
$45K – – –
CFSG
1017
Community Financial Services Group
Vermont
$44K – – –
NCM
1018
Nelson Capital Management
California
$43K – – –
HCC
1019
Hirtle Callaghan & Co
Pennsylvania
$43K +$20.6K +500 +92%
RAM
1020
Riggs Asset Management
Pennsylvania
$42K +$166 +4 +0.4%
MIC
1021
MU Investments Company
Japan
$41K – – –
FAM
1022
Formidable Asset Management
Ohio
$41K – – –
FMB
1023
Field & Main Bank
Kentucky
$41K – – –
CG
1024
Colony Group
Massachusetts
$40K -$32K -788 -44%
EFSCE
1025
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$1.71K +42 +5%
39 40
41
42 43