Starbucks
SBUX
1,195 hedge funds and large institutions have $57.1B invested in Starbucks in 2015 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 452 increasing their positions, 486 reducing their positions, and 54 closing their positions.
117% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 54
18% more funds holding in top 10
Funds holding in top 10: 73 → 86 (+13)
5% more funds holding
Funds holding: 1,143 → 1,195 (+52)
7% more call options, than puts
Call options by funds: $747M | Put options by funds: $697M
0.46% less ownership
Funds ownership: 72.22% → 71.76% (-0.46%)
7% less repeat investments, than reductions
Existing positions increased: 452 | Existing positions reduced: 486
23% less capital inflows, than outflows
Capital inflows: $2.61B | Capital outflows: $3.39B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$662M |
| 2 |
Jennison Associates
New York
|
+$236M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$132M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$94.1M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$272M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$269M |
| 3 |
State Street
Boston,
Massachusetts
|
-$152M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$150M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$139M |
SBUX Hedge Fund Activity: Q2 2015 in Review
1,195 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2015, worth a combined $57.1B — up 12% from $51.2B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new SBUX positions and 54 closed out — a net gain of 63 holders — while 452 added to existing stakes and 486 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $662M. The largest seller was Northern Trust, cutting an estimated $272M.
- 1,195 institutional investors held Starbucks (SBUX) as of Q2 2015, up from 1,143 in Q1 2015.
- Funds reported $57.1B of Starbucks stock for Q2 2015, up 12% quarter-over-quarter.
- 117 funds opened new Starbucks positions in Q2 2015 and 54 closed out, a net change of +63 holders.
- The largest Starbucks buyer in Q2 2015 was Bank of New York Mellon, an estimated $662M added.
- The largest Starbucks seller in Q2 2015 was Northern Trust, an estimated $272M sold.
Based on aggregated 13F filings for Q2 2015.