Starbucks
SBUX
2,334 hedge funds and large institutions have $80.9B invested in Starbucks in 2022 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 838 increasing their positions, 940 reducing their positions, and 95 closing their positions.
224% more first-time investments, than exits
New positions opened: 308 | Existing positions closed: 95
37% more call options, than puts
Call options by funds: $3.05B | Put options by funds: $2.23B
35% more capital inflows, than outflows
Capital inflows: $5.55B | Capital outflows: $4.13B
14% more funds holding in top 10
Funds holding in top 10: 59 → 67 (+8)
8% more funds holding
Funds holding: 2,164 → 2,334 (+170)
0.48% more ownership
Funds ownership: 70.65% → 71.13% (+0.48%)
11% less repeat investments, than reductions
Existing positions increased: 838 | Existing positions reduced: 940
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$798M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$332M |
| 3 |
BlackRock
New York
|
+$244M |
| 4 |
Amundi
Paris,
France
|
+$181M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$167M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$809M |
| 2 |
Jane Street
New York
|
-$320M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$224M |
| 4 |
Lazard Asset Management
New York
|
-$129M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$123M |
SBUX Hedge Fund Activity: Q4 2022 in Review
2,334 of the 6,244 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2022, worth a combined $80.9B — up 18% from $68.3B a quarter earlier.
Buyers outnumbered sellers: 308 funds opened new SBUX positions and 95 closed out — a net gain of 213 holders — while 838 added to existing stakes and 940 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $798M. The largest seller was Wellington Management Group, cutting an estimated $809M.
- 2,334 institutional investors held Starbucks (SBUX) as of Q4 2022, up from 2,164 in Q3 2022.
- Funds reported $80.9B of Starbucks stock for Q4 2022, up 18% quarter-over-quarter.
- 308 funds opened new Starbucks positions in Q4 2022 and 95 closed out, a net change of +213 holders.
- The largest Starbucks buyer in Q4 2022 was Morgan Stanley, an estimated $798M added.
- The largest Starbucks seller in Q4 2022 was Wellington Management Group, an estimated $809M sold.
Based on aggregated 13F filings for Q4 2022.