Starbucks
SBUX
1,439 hedge funds and large institutions have $60.5B invested in Starbucks in 2017 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 624 increasing their positions, 515 reducing their positions, and 82 closing their positions.
33% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 82
21% more repeat investments, than reductions
Existing positions increased: 624 | Existing positions reduced: 515
1.6% more ownership
Funds ownership: 70.06% → 71.66% (+1.6%)
1% more capital invested
Capital invested by funds: $59.6B → $60.5B (+$889M)
1% more funds holding
Funds holding: 1,426 → 1,439 (+13)
7% less funds holding in top 10
Funds holding in top 10: 58 → 54 (-4)
46% less call options, than puts
Call options by funds: $778M | Put options by funds: $1.45B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$813M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$754M |
| 3 |
Morgan Stanley
New York
|
+$500M |
| 4 |
Sands Capital Management
Arlington,
Virginia
|
+$200M |
| 5 |
Renaissance Technologies
New York
|
+$200M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$554M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$195M |
| 3 |
HMP
HS Management Partners
New York
|
-$124M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$120M |
| 5 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$99.3M |
SBUX Hedge Fund Activity: Q2 2017 in Review
1,439 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2017, worth a combined $60.5B — up 1.5% from $59.6B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new SBUX positions and 82 closed out — a net gain of 27 holders — while 624 added to existing stakes and 515 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $813M. The largest seller was Fidelity Investments, cutting an estimated $554M.
- 1,439 institutional investors held Starbucks (SBUX) as of Q2 2017, up from 1,426 in Q1 2017.
- Funds reported $60.5B of Starbucks stock for Q2 2017, up 1.5% quarter-over-quarter.
- 109 funds opened new Starbucks positions in Q2 2017 and 82 closed out, a net change of +27 holders.
- The largest Starbucks buyer in Q2 2017 was Janus Henderson Group, an estimated $813M added.
- The largest Starbucks seller in Q2 2017 was Fidelity Investments, an estimated $554M sold.
Based on aggregated 13F filings for Q2 2017.