Starbucks
SBUX
1,483 hedge funds and large institutions have $54.7B invested in Starbucks in 2018 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 503 increasing their positions, 696 reducing their positions, and 116 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 27 → 36 (+9)
13% more capital invested
Capital invested by funds: $48.4B → $54.7B (+$6.24B)
3% more first-time investments, than exits
New positions opened: 119 | Existing positions closed: 116
0.44% less ownership
Funds ownership: 71.7% → 71.26% (-0.44%)
1% less funds holding
Funds holding: 1,496 → 1,483 (-13)
28% less repeat investments, than reductions
Existing positions increased: 503 | Existing positions reduced: 696
54% less call options, than puts
Call options by funds: $1.29B | Put options by funds: $2.81B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nomura Holdings
Tokyo,
Japan
|
+$547M |
| 2 |
CRC
Cedar Rock Capital
London,
United Kingdom
|
+$530M |
| 3 |
Polen Capital Management
Boca Raton,
Florida
|
+$304M |
| 4 |
BlackRock
New York
|
+$302M |
| 5 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$300M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$684M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
-$297M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$262M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$224M |
| 5 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$159M |
SBUX Hedge Fund Activity: Q3 2018 in Review
1,483 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2018, worth a combined $54.7B — up 13% from $48.4B a quarter earlier.
Buyers outnumbered sellers: 119 funds opened new SBUX positions and 116 closed out — a net gain of 3 holders — while 503 added to existing stakes and 696 trimmed.
The largest buyer was Nomura Holdings, adding an estimated $547M. The largest seller was Capital International Investors, cutting an estimated $684M.
- 1,483 institutional investors held Starbucks (SBUX) as of Q3 2018, down from 1,496 in Q2 2018.
- Funds reported $54.7B of Starbucks stock for Q3 2018, up 13% quarter-over-quarter.
- 119 funds opened new Starbucks positions in Q3 2018 and 116 closed out, a net change of +3 holders.
- The largest Starbucks buyer in Q3 2018 was Nomura Holdings, an estimated $547M added.
- The largest Starbucks seller in Q3 2018 was Capital International Investors, an estimated $684M sold.
Based on aggregated 13F filings for Q3 2018.