Starbucks
SBUX
1,426 hedge funds and large institutions have $56.6B invested in Starbucks in 2016 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 547 increasing their positions, 541 reducing their positions, and 76 closing their positions.
142% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 76
70.13% more ownership
Funds ownership: 0% → 70.13% (+70%)
14% more funds holding in top 10
Funds holding in top 10: 58 → 66 (+8)
7% more funds holding
Funds holding: 1,338 → 1,426 (+88)
3% more capital invested
Capital invested by funds: $54.8B → $56.6B (+$1.79B)
1% more repeat investments, than reductions
Existing positions increased: 547 | Existing positions reduced: 541
19% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.31B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$307M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$300M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$271M |
| 4 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$231M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$125M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$569M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$204M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$152M |
| 4 |
MTB
Mizuho Trust & Banking
Tokyo,
Japan
|
-$127M |
| 5 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$89.3M |
SBUX Hedge Fund Activity: Q4 2016 in Review
1,426 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2016, worth a combined $56.6B — up 3.3% from $54.8B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new SBUX positions and 76 closed out — a net gain of 108 holders — while 547 added to existing stakes and 541 trimmed.
The largest buyer was Capital International Investors, adding an estimated $307M. The largest seller was Fidelity Investments, cutting an estimated $569M.
- 1,426 institutional investors held Starbucks (SBUX) as of Q4 2016, up from 1,338 in Q3 2016.
- Funds reported $56.6B of Starbucks stock for Q4 2016, up 3.3% quarter-over-quarter.
- 184 funds opened new Starbucks positions in Q4 2016 and 76 closed out, a net change of +108 holders.
- The largest Starbucks buyer in Q4 2016 was Capital International Investors, an estimated $307M added.
- The largest Starbucks seller in Q4 2016 was Fidelity Investments, an estimated $569M sold.
Based on aggregated 13F filings for Q4 2016.