Starbucks
SBUX
1,426 hedge funds and large institutions have $59.6B invested in Starbucks in 2017 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 532 increasing their positions, 630 reducing their positions, and 101 closing their positions.
19% more first-time investments, than exits
New positions opened: 120 | Existing positions closed: 101
5% more capital invested
Capital invested by funds: $56.6B → $59.6B (+$3.05B)
0% more funds holding
Funds holding: 1,426 → 1,426 (0)
0.09% less ownership
Funds ownership: 70.13% → 70.05% (-0.09%)
12% less funds holding in top 10
Funds holding in top 10: 66 → 58 (-8)
16% less repeat investments, than reductions
Existing positions increased: 532 | Existing positions reduced: 630
28% less call options, than puts
Call options by funds: $1.05B | Put options by funds: $1.46B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$4.65B |
| 2 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$1.06B |
| 3 |
Sands Capital Management
Arlington,
Virginia
|
+$542M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$281M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$250M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.3B |
| 2 |
Jennison Associates
New York
|
-$1.07B |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
-$282M |
| 4 |
Millennium Management
New York
|
-$163M |
| 5 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$162M |
SBUX Hedge Fund Activity: Q1 2017 in Review
1,426 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2017, worth a combined $59.6B — up 5.4% from $56.6B a quarter earlier.
Buyers outnumbered sellers: 120 funds opened new SBUX positions and 101 closed out — a net gain of 19 holders — while 532 added to existing stakes and 630 trimmed.
The largest buyer was BlackRock, adding an estimated $4.65B. The largest seller was Fidelity Investments, cutting an estimated $1.3B.
- 1,426 institutional investors held Starbucks (SBUX) as of Q1 2017, unchanged from Q4 2016.
- Funds reported $59.6B of Starbucks stock for Q1 2017, up 5.4% quarter-over-quarter.
- 120 funds opened new Starbucks positions in Q1 2017 and 101 closed out, a net change of +19 holders.
- The largest Starbucks buyer in Q1 2017 was BlackRock, an estimated $4.65B added.
- The largest Starbucks seller in Q1 2017 was Fidelity Investments, an estimated $1.3B sold.
Based on aggregated 13F filings for Q1 2017.