Starbucks
SBUX
1,084 hedge funds and large institutions have $45.3B invested in Starbucks in 2014 Q4 according to their latest regulatory filings, with 166 funds opening new positions, 453 increasing their positions, 348 reducing their positions, and 46 closing their positions.
261% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 46
30% more repeat investments, than reductions
Existing positions increased: 453 | Existing positions reduced: 348
24% more funds holding in top 10
Funds holding in top 10: 38 → 47 (+9)
11% more funds holding
Funds holding: 980 → 1,084 (+104)
10% more capital invested
Capital invested by funds: $41.3B → $45.3B (+$4.09B)
35% less call options, than puts
Call options by funds: $643M | Put options by funds: $994M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$139M |
| 2 |
Bank of New York Mellon
New York
|
+$93.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80.2M |
| 4 |
Capital International Investors
Los Angeles,
California
|
+$75.1M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$74.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$392M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$159M |
| 3 |
CM
Churchill Management
Los Angeles,
California
|
-$126M |
| 4 |
Two Sigma Investments
New York
|
-$117M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$94.7M |
SBUX Hedge Fund Activity: Q4 2014 in Review
1,084 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2014, worth a combined $45.3B — up 9.9% from $41.3B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new SBUX positions and 46 closed out — a net gain of 120 holders — while 453 added to existing stakes and 348 trimmed.
The largest buyer was State Street, adding an estimated $139M. The largest seller was T. Rowe Price Associates, cutting an estimated $392M.
- 1,084 institutional investors held Starbucks (SBUX) as of Q4 2014, up from 980 in Q3 2014.
- Funds reported $45.3B of Starbucks stock for Q4 2014, up 9.9% quarter-over-quarter.
- 166 funds opened new Starbucks positions in Q4 2014 and 46 closed out, a net change of +120 holders.
- The largest Starbucks buyer in Q4 2014 was State Street, an estimated $139M added.
- The largest Starbucks seller in Q4 2014 was T. Rowe Price Associates, an estimated $392M sold.
Based on aggregated 13F filings for Q4 2014.