Starbucks
SBUX
1,922 hedge funds and large institutions have $71.6B invested in Starbucks in 2019 Q4 according to their latest regulatory filings, with 275 funds opening new positions, 739 increasing their positions, 663 reducing their positions, and 93 closing their positions.
196% more first-time investments, than exits
New positions opened: 275 | Existing positions closed: 93
11% more repeat investments, than reductions
Existing positions increased: 739 | Existing positions reduced: 663
9% more funds holding
Funds holding: 1,764 → 1,922 (+158)
4% less capital invested
Capital invested by funds: $74.8B → $71.6B (-$3.25B)
1.35% less ownership
Funds ownership: 70.34% → 68.99% (-1.4%)
24% less funds holding in top 10
Funds holding in top 10: 82 → 62 (-20)
47% less call options, than puts
Call options by funds: $1.03B | Put options by funds: $1.93B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAM
Magellan Asset Management
Sydney,
Australia
|
+$303M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$236M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$188M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$138M |
| 5 |
Morgan Stanley
New York
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.04B |
| 2 |
Renaissance Technologies
New York
|
-$340M |
| 3 |
PSCM
Pershing Square Capital Management
New York
|
-$329M |
| 4 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$257M |
| 5 |
Goldman Sachs
New York
|
-$251M |
SBUX Hedge Fund Activity: Q4 2019 in Review
1,922 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2019, worth a combined $71.6B — down 4.3% from $74.8B a quarter earlier.
Buyers outnumbered sellers: 275 funds opened new SBUX positions and 93 closed out — a net gain of 182 holders — while 739 added to existing stakes and 663 trimmed.
The largest buyer was Magellan Asset Management, adding an estimated $303M. The largest seller was Invesco, cutting an estimated $1.04B.
- 1,922 institutional investors held Starbucks (SBUX) as of Q4 2019, up from 1,764 in Q3 2019.
- Funds reported $71.6B of Starbucks stock for Q4 2019, down 4.3% quarter-over-quarter.
- 275 funds opened new Starbucks positions in Q4 2019 and 93 closed out, a net change of +182 holders.
- The largest Starbucks buyer in Q4 2019 was Magellan Asset Management, an estimated $303M added.
- The largest Starbucks seller in Q4 2019 was Invesco, an estimated $1.04B sold.
Based on aggregated 13F filings for Q4 2019.