Starbucks
SBUX
1,704 hedge funds and large institutions have $65.6B invested in Starbucks in 2019 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 626 increasing their positions, 692 reducing their positions, and 85 closing their positions.
115% more first-time investments, than exits
New positions opened: 183 | Existing positions closed: 85
12% more capital invested
Capital invested by funds: $58.6B → $65.6B (+$7.04B)
5% more funds holding in top 10
Funds holding in top 10: 77 → 81 (+4)
5% more funds holding
Funds holding: 1,624 → 1,704 (+80)
10% less repeat investments, than reductions
Existing positions increased: 626 | Existing positions reduced: 692
2.71% less ownership
Funds ownership: 73.86% → 71.16% (-2.7%)
13% less call options, than puts
Call options by funds: $1.11B | Put options by funds: $1.26B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$618M |
| 2 |
Man Group
London,
United Kingdom
|
+$245M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$238M |
| 4 |
D.E. Shaw & Co
New York
|
+$230M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$182M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$726M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$662M |
| 3 |
Goldman Sachs
New York
|
-$538M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$514M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$477M |
SBUX Hedge Fund Activity: Q1 2019 in Review
1,704 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2019, worth a combined $65.6B — up 12% from $58.6B a quarter earlier.
Buyers outnumbered sellers: 183 funds opened new SBUX positions and 85 closed out — a net gain of 98 holders — while 626 added to existing stakes and 692 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $618M. The largest seller was Morgan Stanley, cutting an estimated $726M.
- 1,704 institutional investors held Starbucks (SBUX) as of Q1 2019, up from 1,624 in Q4 2018.
- Funds reported $65.6B of Starbucks stock for Q1 2019, up 12% quarter-over-quarter.
- 183 funds opened new Starbucks positions in Q1 2019 and 85 closed out, a net change of +98 holders.
- The largest Starbucks buyer in Q1 2019 was Renaissance Technologies, an estimated $618M added.
- The largest Starbucks seller in Q1 2019 was Morgan Stanley, an estimated $726M sold.
Based on aggregated 13F filings for Q1 2019.