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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 %
Verition Fund Management
1026
Verition Fund Management
Connecticut
– -$481K -12,272 Closed
GF
1027
Gerstein Fisher
New York
– -$1.3M -11,828 Closed
AAM
1028
Aureus Asset Management
Massachusetts
– -$440K -11,220 Closed
CG
1029
Clinton Group
New York
– -$393K -10,024 Closed
PL
1030
Parkwood LLC
Ohio
– -$323K -8,236 Closed
PAM
1031
Princeton Alpha Management
New Jersey
– -$306K -7,800 Closed
BC
1032
Burney Company
Virginia
– -$303K -7,718 Closed
LCP
1033
Legacy Capital Partners
Wisconsin
– -$280K -7,120 Closed
JWA
1034
JFS Wealth Advisors
Pennsylvania
– -$260K -6,628 Closed
FWP
1035
FAS Wealth Partners
Kansas
– -$256K -6,540 Closed
GAM
1036
Griffin Asset Management
New York
– -$253K -6,446 Closed
AB
1037
Atlas Brown
Kentucky
– -$246K -6,286 Closed
BHB
1038
Bank Hapoalim BM
Israel
– -$240K -6,120 Closed
SEC
1039
Seven Eight Capital
New York
– -$235K -6,000 Closed
AT
1040
Arden Trust
Delaware
– -$222K -5,646 Closed
BT
1041
Bankers Trust
Iowa
– -$214K -5,464 Closed
HCM
1042
Hengehold Capital Management
Ohio
– -$210K -5,356 Closed
AAM
1043
Autus Asset Management
Arizona
– -$207K -5,270 Closed
ZIG
1044
Zuckerman Investment Group
Illinois
– -$204K -5,200 Closed
HIM
1045
Hillsdale Investment Management
Ontario, Canada
– -$204K -5,200 Closed
BMC
1046
Benin Management Corp
Connecticut
– -$204K -5,200 Closed
BG
1047
Bahl & Gaynor
Ohio
– -$202K -5,160 Closed
AWS
1048
Aris Wealth Services
Pennsylvania
– -$178K -4,552 Closed
JWM
1049
Jacobus Wealth Management
Wisconsin
– -$153K -3,894 Closed
SHWM
1050
Smith & Howard Wealth Management
Georgia
– -$152K -3,870 Closed
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