Starbucks
SBUX
1,578 hedge funds and large institutions have $58.7B invested in Starbucks in 2018 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 608 increasing their positions, 645 reducing their positions, and 93 closing their positions.
47% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 93
4% more funds holding in top 10
Funds holding in top 10: 49 → 51 (+2)
2% more funds holding
Funds holding: 1,550 → 1,578 (+28)
0.86% less ownership
Funds ownership: 72.95% → 72.09% (-0.86%)
2% less capital invested
Capital invested by funds: $59.6B → $58.7B (-$928M)
6% less repeat investments, than reductions
Existing positions increased: 608 | Existing positions reduced: 645
64% less call options, than puts
Call options by funds: $985M | Put options by funds: $2.73B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$687M |
| 2 |
Morgan Stanley
New York
|
+$403M |
| 3 |
SI
Scharf Investments
Los Gatos,
California
|
+$166M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$152M |
| 5 |
JP Morgan Chase
New York
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$789M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$547M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$361M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
-$275M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$238M |
SBUX Hedge Fund Activity: Q1 2018 in Review
1,578 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2018, worth a combined $58.7B — down 1.6% from $59.6B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new SBUX positions and 93 closed out — a net gain of 44 holders — while 608 added to existing stakes and 645 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $687M. The largest seller was Capital World Investors, cutting an estimated $789M.
- 1,578 institutional investors held Starbucks (SBUX) as of Q1 2018, up from 1,550 in Q4 2017.
- Funds reported $58.7B of Starbucks stock for Q1 2018, down 1.6% quarter-over-quarter.
- 137 funds opened new Starbucks positions in Q1 2018 and 93 closed out, a net change of +44 holders.
- The largest Starbucks buyer in Q1 2018 was Capital Research Global Investors, an estimated $687M added.
- The largest Starbucks seller in Q1 2018 was Capital World Investors, an estimated $789M sold.
Based on aggregated 13F filings for Q1 2018.