Starbucks
SBUX
1,944 hedge funds and large institutions have $60.2B invested in Starbucks in 2020 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 899 increasing their positions, 663 reducing their positions, and 123 closing their positions.
69% more first-time investments, than exits
New positions opened: 208 | Existing positions closed: 123
36% more repeat investments, than reductions
Existing positions increased: 899 | Existing positions reduced: 663
11% more capital inflows, than outflows
Capital inflows: $5.21B | Capital outflows: $4.7B
4% more funds holding
Funds holding: 1,872 → 1,944 (+72)
0.71% more ownership
Funds ownership: 69.3% → 70.01% (+0.71%)
26% less funds holding in top 10
Funds holding in top 10: 58 → 43 (-15)
45% less call options, than puts
Call options by funds: $1.04B | Put options by funds: $1.91B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fundsmith LLP
London,
United Kingdom
|
+$427M |
| 2 |
Polen Capital Management
Boca Raton,
Florida
|
+$356M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$340M |
| 4 |
Jackson Square Partners
Larkspur,
California
|
+$271M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$244M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$231M |
| 2 |
Two Sigma Advisers
New York
|
-$211M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$205M |
| 4 |
Magellan Asset Management
Sydney,
Australia
|
-$190M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$171M |
SBUX Hedge Fund Activity: Q2 2020 in Review
1,944 of the 4,890 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2020, worth a combined $60.2B — up 12% from $53.5B a quarter earlier.
Buyers outnumbered sellers: 208 funds opened new SBUX positions and 123 closed out — a net gain of 85 holders — while 899 added to existing stakes and 663 trimmed.
The largest buyer was Fundsmith LLP, adding an estimated $427M. The largest seller was D.E. Shaw & Co, cutting an estimated $231M.
- 1,944 institutional investors held Starbucks (SBUX) as of Q2 2020, up from 1,872 in Q1 2020.
- Funds reported $60.2B of Starbucks stock for Q2 2020, up 12% quarter-over-quarter.
- 208 funds opened new Starbucks positions in Q2 2020 and 123 closed out, a net change of +85 holders.
- The largest Starbucks buyer in Q2 2020 was Fundsmith LLP, an estimated $427M added.
- The largest Starbucks seller in Q2 2020 was D.E. Shaw & Co, an estimated $231M sold.
Based on aggregated 13F filings for Q2 2020.