Starbucks
SBUX
2,206 hedge funds and large institutions have $87.9B invested in Starbucks in 2020 Q4 according to their latest regulatory filings, with 333 funds opening new positions, 923 increasing their positions, 745 reducing their positions, and 95 closing their positions.
251% more first-time investments, than exits
New positions opened: 333 | Existing positions closed: 95
62% more funds holding in top 10
Funds holding in top 10: 60 → 97 (+37)
28% more capital invested
Capital invested by funds: $68.9B → $87.9B (+$19B)
24% more repeat investments, than reductions
Existing positions increased: 923 | Existing positions reduced: 745
10% more funds holding
Funds holding: 1,998 → 2,206 (+208)
1.44% more ownership
Funds ownership: 68.68% → 70.12% (+1.4%)
42% less call options, than puts
Call options by funds: $1.87B | Put options by funds: $3.21B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$678M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$276M |
| 3 |
BBHC
Brown Brothers Harriman & Co
New York
|
+$213M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$206M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$158M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$262M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
-$174M |
| 3 |
CRC
Cedar Rock Capital
London,
United Kingdom
|
-$138M |
| 4 |
BCF
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
|
-$112M |
| 5 |
Millennium Management
New York
|
-$105M |
SBUX Hedge Fund Activity: Q4 2020 in Review
2,206 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2020, worth a combined $87.9B — up 28% from $68.9B a quarter earlier.
Buyers outnumbered sellers: 333 funds opened new SBUX positions and 95 closed out — a net gain of 238 holders — while 923 added to existing stakes and 745 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $678M. The largest seller was State Street, cutting an estimated $262M.
- 2,206 institutional investors held Starbucks (SBUX) as of Q4 2020, up from 1,998 in Q3 2020.
- Funds reported $87.9B of Starbucks stock for Q4 2020, up 28% quarter-over-quarter.
- 333 funds opened new Starbucks positions in Q4 2020 and 95 closed out, a net change of +238 holders.
- The largest Starbucks buyer in Q4 2020 was Capital Research Global Investors, an estimated $678M added.
- The largest Starbucks seller in Q4 2020 was State Street, an estimated $262M sold.
Based on aggregated 13F filings for Q4 2020.