Starbucks
SBUX
1,550 hedge funds and large institutions have $59.6B invested in Starbucks in 2017 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 572 increasing their positions, 569 reducing their positions, and 74 closing their positions.
228% more first-time investments, than exits
New positions opened: 243 | Existing positions closed: 74
32% more funds holding in top 10
Funds holding in top 10: 37 → 49 (+12)
11% more funds holding
Funds holding: 1,395 → 1,550 (+155)
8% more capital invested
Capital invested by funds: $55B → $59.6B (+$4.63B)
2.11% more ownership
Funds ownership: 70.84% → 72.95% (+2.1%)
1% more repeat investments, than reductions
Existing positions increased: 572 | Existing positions reduced: 569
57% less call options, than puts
Call options by funds: $1.05B | Put options by funds: $2.47B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIP
Epoch Investment Partners
New York
|
+$305M |
| 2 |
Morgan Stanley
New York
|
+$298M |
| 3 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$269M |
| 4 |
Lazard Asset Management
New York
|
+$178M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$311M |
| 2 |
JP Morgan Chase
New York
|
-$214M |
| 3 |
BlackRock
New York
|
-$201M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$152M |
| 5 |
Neuberger Berman Group
New York
|
-$108M |
SBUX Hedge Fund Activity: Q4 2017 in Review
1,550 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2017, worth a combined $59.6B — up 8.4% from $55B a quarter earlier.
Buyers outnumbered sellers: 243 funds opened new SBUX positions and 74 closed out — a net gain of 169 holders — while 572 added to existing stakes and 569 trimmed.
The largest buyer was Epoch Investment Partners, adding an estimated $305M. The largest seller was Fidelity Investments, cutting an estimated $311M.
- 1,550 institutional investors held Starbucks (SBUX) as of Q4 2017, up from 1,395 in Q3 2017.
- Funds reported $59.6B of Starbucks stock for Q4 2017, up 8.4% quarter-over-quarter.
- 243 funds opened new Starbucks positions in Q4 2017 and 74 closed out, a net change of +169 holders.
- The largest Starbucks buyer in Q4 2017 was Epoch Investment Partners, an estimated $305M added.
- The largest Starbucks seller in Q4 2017 was Fidelity Investments, an estimated $311M sold.
Based on aggregated 13F filings for Q4 2017.