Starbucks
SBUX
2,302 hedge funds and large institutions have $73.9B invested in Starbucks in 2023 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 927 increasing their positions, 944 reducing their positions, and 149 closing their positions.
13% more call options, than puts
Call options by funds: $1.89B | Put options by funds: $1.67B
0.87% less ownership
Funds ownership: 71.43% → 70.56% (-0.87%)
2% less repeat investments, than reductions
Existing positions increased: 927 | Existing positions reduced: 944
2% less funds holding
Funds holding: 2,349 → 2,302 (-47)
2% less funds holding in top 10
Funds holding in top 10: 41 → 40 (-1)
9% less capital invested
Capital invested by funds: $81.1B → $73.9B (-$7.13B)
13% less first-time investments, than exits
New positions opened: 130 | Existing positions closed: 149
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$485M |
| 2 |
Two Sigma Advisers
New York
|
+$264M |
| 3 |
Two Sigma Investments
New York
|
+$232M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$158M |
| 5 |
Squarepoint
New York
|
+$126M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$441M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$276M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$199M |
| 4 |
BlackRock
New York
|
-$198M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$197M |
SBUX Hedge Fund Activity: Q3 2023 in Review
2,302 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2023, worth a combined $73.9B — down 8.8% from $81.1B a quarter earlier.
Sellers outnumbered buyers: 149 funds closed out of SBUX and 130 opened new positions — a net loss of 19 holders — while 944 trimmed existing stakes and 927 added.
The largest buyer was Citadel Advisors, adding an estimated $485M. The largest seller was Wellington Management Group, cutting an estimated $441M.
- 2,302 institutional investors held Starbucks (SBUX) as of Q3 2023, down from 2,349 in Q2 2023.
- Funds reported $73.9B of Starbucks stock for Q3 2023, down 8.8% quarter-over-quarter.
- 130 funds opened new Starbucks positions in Q3 2023 and 149 closed out, a net change of -19 holders.
- The largest Starbucks buyer in Q3 2023 was Citadel Advisors, an estimated $485M added.
- The largest Starbucks seller in Q3 2023 was Wellington Management Group, an estimated $441M sold.
Based on aggregated 13F filings for Q3 2023.