Starbucks
SBUX
2,414 hedge funds and large institutions have $93.2B invested in Starbucks in 2021 Q4 according to their latest regulatory filings, with 334 funds opening new positions, 1,008 increasing their positions, 805 reducing their positions, and 138 closing their positions.
142% more first-time investments, than exits
New positions opened: 334 | Existing positions closed: 138
25% more repeat investments, than reductions
Existing positions increased: 1,008 | Existing positions reduced: 805
7% more funds holding
Funds holding: 2,252 → 2,414 (+162)
4% more capital invested
Capital invested by funds: $89.7B → $93.2B (+$3.49B)
0.93% less ownership
Funds ownership: 69.3% → 68.38% (-0.93%)
3% less funds holding in top 10
Funds holding in top 10: 60 → 58 (-2)
45% less call options, than puts
Call options by funds: $1.75B | Put options by funds: $3.18B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$933M |
| 2 |
BlackRock
New York
|
+$865M |
| 3 |
State Street
Boston,
Massachusetts
|
+$186M |
| 4 |
Millennium Management
New York
|
+$175M |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
-$1.12B |
| 2 |
Fisher Asset Management
Camas,
Washington
|
-$576M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$334M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$312M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$214M |
SBUX Hedge Fund Activity: Q4 2021 in Review
2,414 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2021, worth a combined $93.2B — up 3.9% from $89.7B a quarter earlier.
Buyers outnumbered sellers: 334 funds opened new SBUX positions and 138 closed out — a net gain of 196 holders — while 1,008 added to existing stakes and 805 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $933M. The largest seller was Magellan Asset Management, cutting an estimated $1.12B.
- 2,414 institutional investors held Starbucks (SBUX) as of Q4 2021, up from 2,252 in Q3 2021.
- Funds reported $93.2B of Starbucks stock for Q4 2021, up 3.9% quarter-over-quarter.
- 334 funds opened new Starbucks positions in Q4 2021 and 138 closed out, a net change of +196 holders.
- The largest Starbucks buyer in Q4 2021 was Wellington Management Group, an estimated $933M added.
- The largest Starbucks seller in Q4 2021 was Magellan Asset Management, an estimated $1.12B sold.
Based on aggregated 13F filings for Q4 2021.