Starbucks
SBUX
2,164 hedge funds and large institutions have $68.3B invested in Starbucks in 2022 Q3 according to their latest regulatory filings, with 165 funds opening new positions, 908 increasing their positions, 838 reducing their positions, and 119 closing their positions.
62% more capital inflows, than outflows
Capital inflows: $5.48B | Capital outflows: $3.37B
59% more funds holding in top 10
Funds holding in top 10: 37 → 59 (+22)
39% more first-time investments, than exits
New positions opened: 165 | Existing positions closed: 119
38% more call options, than puts
Call options by funds: $2.7B | Put options by funds: $1.96B
1.95% more ownership
Funds ownership: 68.7% → 70.65% (+2%)
8% more repeat investments, than reductions
Existing positions increased: 908 | Existing positions reduced: 838
1% more funds holding
Funds holding: 2,144 → 2,164 (+20)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$813M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$515M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$480M |
| 4 |
Sustainable Growth Advisers
Stamford,
Connecticut
|
+$230M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$817M |
| 2 |
Lazard Asset Management
New York
|
-$146M |
| 3 |
D.E. Shaw & Co
New York
|
-$127M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$109M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$106M |
SBUX Hedge Fund Activity: Q3 2022 in Review
2,164 of the 5,832 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2022, worth a combined $68.3B — up 13% from $60.2B a quarter earlier.
Buyers outnumbered sellers: 165 funds opened new SBUX positions and 119 closed out — a net gain of 46 holders — while 908 added to existing stakes and 838 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $813M. The largest seller was T. Rowe Price Associates, cutting an estimated $817M.
- 2,164 institutional investors held Starbucks (SBUX) as of Q3 2022, up from 2,144 in Q2 2022.
- Funds reported $68.3B of Starbucks stock for Q3 2022, up 13% quarter-over-quarter.
- 165 funds opened new Starbucks positions in Q3 2022 and 119 closed out, a net change of +46 holders.
- The largest Starbucks buyer in Q3 2022 was Fisher Asset Management, an estimated $813M added.
- The largest Starbucks seller in Q3 2022 was T. Rowe Price Associates, an estimated $817M sold.
Based on aggregated 13F filings for Q3 2022.