Starbucks
SBUX
961 hedge funds and large institutions have $40.5B invested in Starbucks in 2014 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 412 increasing their positions, 347 reducing their positions, and 100 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 412 | Existing positions reduced: 347
3% less funds holding
Funds holding: 987 → 961 (-26)
7% less capital invested
Capital invested by funds: $43.7B → $40.5B (-$3.2B)
11% less first-time investments, than exits
New positions opened: 89 | Existing positions closed: 100
23% less funds holding in top 10
Funds holding in top 10: 47 → 36 (-11)
33% less call options, than puts
Call options by funds: $417M | Put options by funds: $625M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$326M |
| 2 |
JP Morgan Chase
New York
|
+$320M |
| 3 |
UBS AM
Chicago,
Illinois
|
+$239M |
| 4 |
DCP
DSM Capital Partners
Palm Beach Gardens,
Florida
|
+$178M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$169M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$965M |
| 2 |
State Street
Boston,
Massachusetts
|
-$167M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$165M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$165M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$160M |
SBUX Hedge Fund Activity: Q1 2014 in Review
961 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2014, worth a combined $40.5B — down 7.3% from $43.7B a quarter earlier.
Sellers outnumbered buyers: 100 funds closed out of SBUX and 89 opened new positions — a net loss of 11 holders — while 347 trimmed existing stakes and 412 added.
The largest buyer was Janus Henderson Investors US, adding an estimated $326M. The largest seller was Capital World Investors, cutting an estimated $965M.
- 961 institutional investors held Starbucks (SBUX) as of Q1 2014, down from 987 in Q4 2013.
- Funds reported $40.5B of Starbucks stock for Q1 2014, down 7.3% quarter-over-quarter.
- 89 funds opened new Starbucks positions in Q1 2014 and 100 closed out, a net change of -11 holders.
- The largest Starbucks buyer in Q1 2014 was Janus Henderson Investors US, an estimated $326M added.
- The largest Starbucks seller in Q1 2014 was Capital World Investors, an estimated $965M sold.
Based on aggregated 13F filings for Q1 2014.