Starbucks
SBUX
986 hedge funds and large institutions have $43.8B invested in Starbucks in 2013 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 336 increasing their positions, 390 reducing their positions, and 51 closing their positions.
210% more first-time investments, than exits
New positions opened: 158 | Existing positions closed: 51
11% more funds holding
Funds holding: 889 → 986 (+97)
1% more capital invested
Capital invested by funds: $43.3B → $43.8B (+$507M)
14% less repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 390
18% less funds holding in top 10
Funds holding in top 10: 57 → 47 (-10)
57% less call options, than puts
Call options by funds: $374M | Put options by funds: $881M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$253M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$141M |
| 3 |
SC
Stralem & Co
New York
|
+$116M |
| 4 |
State Street
Boston,
Massachusetts
|
+$103M |
| 5 |
Morgan Stanley
New York
|
+$85.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$270M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
-$138M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$133M |
| 4 |
MCM
Marsico Capital Management
Denver,
Colorado
|
-$119M |
| 5 |
Sands Capital Management
Arlington,
Virginia
|
-$102M |
SBUX Hedge Fund Activity: Q4 2013 in Review
986 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2013, worth a combined $43.8B — up 1.2% from $43.3B a quarter earlier.
Buyers outnumbered sellers: 158 funds opened new SBUX positions and 51 closed out — a net gain of 107 holders — while 336 added to existing stakes and 390 trimmed.
The largest buyer was Winslow Capital Management, adding an estimated $253M. The largest seller was Fidelity Investments, cutting an estimated $270M.
- 986 institutional investors held Starbucks (SBUX) as of Q4 2013, up from 889 in Q3 2013.
- Funds reported $43.8B of Starbucks stock for Q4 2013, up 1.2% quarter-over-quarter.
- 158 funds opened new Starbucks positions in Q4 2013 and 51 closed out, a net change of +107 holders.
- The largest Starbucks buyer in Q4 2013 was Winslow Capital Management, an estimated $253M added.
- The largest Starbucks seller in Q4 2013 was Fidelity Investments, an estimated $270M sold.
Based on aggregated 13F filings for Q4 2013.