Starbucks
SBUX
2,230 hedge funds and large institutions have $89.7B invested in Starbucks in 2021 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 984 increasing their positions, 830 reducing their positions, and 110 closing their positions.
51% more first-time investments, than exits
New positions opened: 166 | Existing positions closed: 110
19% more repeat investments, than reductions
Existing positions increased: 984 | Existing positions reduced: 830
1% more funds holding
Funds holding: 2,205 → 2,230 (+25)
1% more capital invested
Capital invested by funds: $89.2B → $89.7B (+$453M)
0.18% less ownership
Funds ownership: 70.2% → 70.02% (-0.18%)
21% less funds holding in top 10
Funds holding in top 10: 97 → 77 (-20)
24% less call options, than puts
Call options by funds: $1.79B | Put options by funds: $2.36B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$775M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$667M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$344M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$262M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$200M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PSCM
Pershing Square Capital Management
New York
|
-$1.08B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$449M |
| 3 |
BlackRock
New York
|
-$214M |
| 4 |
JSP
Jackson Square Partners
Larkspur,
California
|
-$205M |
| 5 |
VAM
Vontobel Asset Management
New York
|
-$183M |
SBUX Hedge Fund Activity: Q1 2021 in Review
2,230 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q1 2021, worth a combined $89.7B — up 0.51% from $89.2B a quarter earlier.
Buyers outnumbered sellers: 166 funds opened new SBUX positions and 110 closed out — a net gain of 56 holders — while 984 added to existing stakes and 830 trimmed.
The largest buyer was Vanguard Group, adding an estimated $775M. The largest seller was Pershing Square Capital Management, exiting entirely with an estimated $1.08B sold.
- 2,230 institutional investors held Starbucks (SBUX) as of Q1 2021, up from 2,205 in Q4 2020.
- Funds reported $89.7B of Starbucks stock for Q1 2021, up 0.51% quarter-over-quarter.
- 166 funds opened new Starbucks positions in Q1 2021 and 110 closed out, a net change of +56 holders.
- The largest Starbucks buyer in Q1 2021 was Vanguard Group, an estimated $775M added.
- The largest Starbucks seller in Q1 2021 was Pershing Square Capital Management, an estimated $1.08B sold.
Based on aggregated 13F filings for Q1 2021.