Starbucks
SBUX
1,264 hedge funds and large institutions have $60.1B invested in Starbucks in 2015 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 533 increasing their positions, 475 reducing their positions, and 35 closing their positions.
226% more first-time investments, than exits
New positions opened: 114 | Existing positions closed: 35
33% more funds holding in top 10
Funds holding in top 10: 86 → 114 (+28)
12% more repeat investments, than reductions
Existing positions increased: 533 | Existing positions reduced: 475
6% more funds holding
Funds holding: 1,195 → 1,264 (+69)
5% more capital invested
Capital invested by funds: $57.1B → $60.1B (+$3.01B)
0% more call options, than puts
Call options by funds: $932M | Put options by funds: $928M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$284M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$214M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$179M |
| 4 |
SG Americas Securities
New York
|
+$149M |
| 5 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
+$137M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$466M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$449M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$234M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$124M |
| 5 |
Bank of New York Mellon
New York
|
-$111M |
SBUX Hedge Fund Activity: Q3 2015 in Review
1,264 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2015, worth a combined $60.1B — up 5.3% from $57.1B a quarter earlier.
Buyers outnumbered sellers: 114 funds opened new SBUX positions and 35 closed out — a net gain of 79 holders — while 533 added to existing stakes and 475 trimmed.
The largest buyer was Bank of America, adding an estimated $284M. The largest seller was JP Morgan Chase, cutting an estimated $466M.
- 1,264 institutional investors held Starbucks (SBUX) as of Q3 2015, up from 1,195 in Q2 2015.
- Funds reported $60.1B of Starbucks stock for Q3 2015, up 5.3% quarter-over-quarter.
- 114 funds opened new Starbucks positions in Q3 2015 and 35 closed out, a net change of +79 holders.
- The largest Starbucks buyer in Q3 2015 was Bank of America, an estimated $284M added.
- The largest Starbucks seller in Q3 2015 was JP Morgan Chase, an estimated $466M sold.
Based on aggregated 13F filings for Q3 2015.