Starbucks
SBUX
1,143 hedge funds and large institutions have $50.9B invested in Starbucks in 2015 Q1 according to their latest regulatory filings, with 141 funds opening new positions, 458 increasing their positions, 408 reducing their positions, and 69 closing their positions.
104% more first-time investments, than exits
New positions opened: 141 | Existing positions closed: 69
51% more funds holding in top 10
Funds holding in top 10: 47 → 71 (+24)
12% more capital invested
Capital invested by funds: $45.3B → $50.9B (+$5.6B)
12% more repeat investments, than reductions
Existing positions increased: 458 | Existing positions reduced: 408
5% more funds holding
Funds holding: 1,084 → 1,143 (+59)
9% less call options, than puts
Call options by funds: $686M | Put options by funds: $753M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$215M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$204M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$131M |
| 4 |
Morgan Stanley
New York
|
+$123M |
| 5 |
Lazard Asset Management
New York
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$373M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$241M |
| 3 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$116M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$103M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$93.8M |
SBUX Hedge Fund Activity: Q1 2015 in Review
1,143 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2015, worth a combined $50.9B — up 12% from $45.3B a quarter earlier.
Buyers outnumbered sellers: 141 funds opened new SBUX positions and 69 closed out — a net gain of 72 holders — while 458 added to existing stakes and 408 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $215M. The largest seller was T. Rowe Price Associates, cutting an estimated $373M.
- 1,143 institutional investors held Starbucks (SBUX) as of Q1 2015, up from 1,084 in Q4 2014.
- Funds reported $50.9B of Starbucks stock for Q1 2015, up 12% quarter-over-quarter.
- 141 funds opened new Starbucks positions in Q1 2015 and 69 closed out, a net change of +72 holders.
- The largest Starbucks buyer in Q1 2015 was Waddell & Reed Financial, an estimated $215M added.
- The largest Starbucks seller in Q1 2015 was T. Rowe Price Associates, an estimated $373M sold.
Based on aggregated 13F filings for Q1 2015.