Starbucks
SBUX
1,745 hedge funds and large institutions have $72.2B invested in Starbucks in 2019 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 579 increasing their positions, 806 reducing their positions, and 74 closing their positions.
85% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 74
17% more funds holding in top 10
Funds holding in top 10: 81 → 95 (+14)
10% more capital invested
Capital invested by funds: $65.6B → $72.2B (+$6.57B)
2% more funds holding
Funds holding: 1,704 → 1,745 (+41)
0.22% more ownership
Funds ownership: 71.16% → 71.38% (+0.22%)
11% less call options, than puts
Call options by funds: $983M | Put options by funds: $1.1B
28% less repeat investments, than reductions
Existing positions increased: 579 | Existing positions reduced: 806
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$564M |
| 2 |
JP Morgan Chase
New York
|
+$359M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$282M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$239M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$212M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$610M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$187M |
| 3 |
Lazard Asset Management
New York
|
-$184M |
| 4 |
Polen Capital Management
Boca Raton,
Florida
|
-$179M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$154M |
SBUX Hedge Fund Activity: Q2 2019 in Review
1,745 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2019, worth a combined $72.2B — up 10% from $65.6B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new SBUX positions and 74 closed out — a net gain of 63 holders — while 579 added to existing stakes and 806 trimmed.
The largest buyer was Nuveen, adding an estimated $564M. The largest seller was Morgan Stanley, cutting an estimated $610M.
- 1,745 institutional investors held Starbucks (SBUX) as of Q2 2019, up from 1,704 in Q1 2019.
- Funds reported $72.2B of Starbucks stock for Q2 2019, up 10% quarter-over-quarter.
- 137 funds opened new Starbucks positions in Q2 2019 and 74 closed out, a net change of +63 holders.
- The largest Starbucks buyer in Q2 2019 was Nuveen, an estimated $564M added.
- The largest Starbucks seller in Q2 2019 was Morgan Stanley, an estimated $610M sold.
Based on aggregated 13F filings for Q2 2019.