Starbucks
SBUX
1,370 hedge funds and large institutions have $57.9B invested in Starbucks in 2016 Q2 according to their latest regulatory filings, with 109 funds opening new positions, 561 increasing their positions, 543 reducing their positions, and 83 closing their positions.
31% more first-time investments, than exits
New positions opened: 109 | Existing positions closed: 83
3% more repeat investments, than reductions
Existing positions increased: 561 | Existing positions reduced: 543
1% more funds holding
Funds holding: 1,362 → 1,370 (+8)
2% less call options, than puts
Call options by funds: $931M | Put options by funds: $951M
6% less capital invested
Capital invested by funds: $61.5B → $57.9B (-$3.6B)
9% less funds holding in top 10
Funds holding in top 10: 95 → 86 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$150M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$114M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$107M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$102M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$96.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$337M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$242M |
| 3 |
Jennison Associates
New York
|
-$241M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$157M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$148M |
SBUX Hedge Fund Activity: Q2 2016 in Review
1,370 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2016, worth a combined $57.9B — down 5.8% from $61.5B a quarter earlier.
Buyers outnumbered sellers: 109 funds opened new SBUX positions and 83 closed out — a net gain of 26 holders — while 561 added to existing stakes and 543 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $150M. The largest seller was Fidelity Investments, cutting an estimated $337M.
- 1,370 institutional investors held Starbucks (SBUX) as of Q2 2016, up from 1,362 in Q1 2016.
- Funds reported $57.9B of Starbucks stock for Q2 2016, down 5.8% quarter-over-quarter.
- 109 funds opened new Starbucks positions in Q2 2016 and 83 closed out, a net change of +26 holders.
- The largest Starbucks buyer in Q2 2016 was JP Morgan Chase, an estimated $150M added.
- The largest Starbucks seller in Q2 2016 was Fidelity Investments, an estimated $337M sold.
Based on aggregated 13F filings for Q2 2016.