SBUX icon

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.

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
UBS Group
1
UBS Group
Switzerland
$355M
2
State Street
2
State Street
Massachusetts
$2.56B
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$838M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$3.16B
5
Capital International Investors
5
Capital International Investors
California
$383M

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 Market Value Shares Shares
Change 		Shares
Change %
BWFA
1026
Baltimore-Washington Financial Advisors
Maryland
$35K 425 +225 +113%
HF
1027
Hoxton Financial
West Virginia
$33K 400 – –
CAW
1028
Cornerstone Advisors (Washington)
Washington
$33K 407 +34 +9%
LWM
1029
LBA Wealth Management
Florida
$33K 400 +376 +1,567%
BC
1030
Blackhill Capital
New Jersey
$33K 400 +400 New
VNA
1031
Valley National Advisers
Pennsylvania
$31K 401 +401 New
FMP
1032
Financial Management Professionals
Texas
$30K 371 +71 +24%
SAM
1033
Shamrock Asset Management
Texas
$29K 358 -196 -35%
MWP
1034
MYCIO Wealth Partners
Pennsylvania
$25K 305 – –
BOK
1035
Bank of Kentucky
Kentucky
$25K 301 – –
LWM
1036
Lenox Wealth Management
Ohio
$24K 297 – –
HRIA
1037
Haberer Registered Investment Advisor
Ohio
$23K 284 – –
KPCM
1038
Kings Point Capital Management
New York
$23K 286 +286 New
WCM
1039
Wealthcare Capital Management
Virginia
$21K 250 – –
MBT
1040
Monroe Bank & Trust
Michigan
$21K 250 +250 New
CHC
1041
City Holding Co
West Virginia
$20K 240 – –
RFS
1042
Rockefeller Financial Services
New York
$20K 240 +240 New
SC
1043
Searle & Co
Connecticut
$19K 235 +235 New
GWA
1044
Genesis Wealth Advisors
Massachusetts
$18.9K 200 +200 New
TFO
1045
Tarbox Family Office
California
$16K 197 -7 -3%
LFR
1046
Lehman Financial Resources
Pennsylvania
$16K 200 – –
SMG
1047
Spectrum Management Group
Indiana
$16K 200 – –
UFA
1048
US Financial Advisors
Massachusetts
$16K 200 +200 New
KLWA
1049
Kelly Lawrence W & Associates
California
$16K 200 +200 New
CPIG
1050
Chicago Partners Investment Group
Illinois
$16K 380 +380 New
40 41
42
43 44