Starbucks
SBUX
1,998 hedge funds and large institutions have $68.9B invested in Starbucks in 2020 Q3 according to their latest regulatory filings, with 171 funds opening new positions, 856 increasing their positions, 767 reducing their positions, and 100 closing their positions.
71% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 100
40% more funds holding in top 10
Funds holding in top 10: 43 → 60 (+17)
14% more capital invested
Capital invested by funds: $60.2B → $68.9B (+$8.63B)
12% more repeat investments, than reductions
Existing positions increased: 856 | Existing positions reduced: 767
3% more funds holding
Funds holding: 1,942 → 1,998 (+56)
1.32% less ownership
Funds ownership: 70.07% → 68.75% (-1.3%)
31% less call options, than puts
Call options by funds: $1.61B | Put options by funds: $2.33B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
+$163M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$137M |
| 3 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$136M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$130M |
| 5 |
Millennium Management
New York
|
+$121M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$401M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
-$273M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$225M |
| 4 |
Morgan Stanley
New York
|
-$191M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$142M |
SBUX Hedge Fund Activity: Q3 2020 in Review
1,998 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2020, worth a combined $68.9B — up 14% from $60.2B a quarter earlier.
Buyers outnumbered sellers: 171 funds opened new SBUX positions and 100 closed out — a net gain of 71 holders — while 856 added to existing stakes and 767 trimmed.
The largest buyer was Fundsmith LLP, adding an estimated $163M. The largest seller was BlackRock, cutting an estimated $401M.
- 1,998 institutional investors held Starbucks (SBUX) as of Q3 2020, up from 1,942 in Q2 2020.
- Funds reported $68.9B of Starbucks stock for Q3 2020, up 14% quarter-over-quarter.
- 171 funds opened new Starbucks positions in Q3 2020 and 100 closed out, a net change of +71 holders.
- The largest Starbucks buyer in Q3 2020 was Fundsmith LLP, an estimated $163M added.
- The largest Starbucks seller in Q3 2020 was BlackRock, an estimated $401M sold.
Based on aggregated 13F filings for Q3 2020.