Starbucks
SBUX
2,351 hedge funds and large institutions have $81.1B invested in Starbucks in 2023 Q2 according to their latest regulatory filings, with 139 funds opening new positions, 921 increasing their positions, 990 reducing their positions, and 141 closing their positions.
24% more capital inflows, than outflows
Capital inflows: $5.11B | Capital outflows: $4.13B
1% more call options, than puts
Call options by funds: $2.03B | Put options by funds: $2.01B
0.96% more ownership
Funds ownership: 70.4% → 71.37% (+0.96%)
1% less funds holding
Funds holding: 2,370 → 2,351 (-19)
1% less first-time investments, than exits
New positions opened: 139 | Existing positions closed: 141
7% less repeat investments, than reductions
Existing positions increased: 921 | Existing positions reduced: 990
39% less funds holding in top 10
Funds holding in top 10: 67 → 41 (-26)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$598M |
| 2 |
BlackRock
New York
|
+$372M |
| 3 |
Barclays
London,
United Kingdom
|
+$335M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$227M |
| 5 |
Capital Wealth Planning
Naples,
Florida
|
+$171M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$321M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$255M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$235M |
| 4 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$206M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$135M |
SBUX Hedge Fund Activity: Q2 2023 in Review
2,351 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2023, worth a combined $81.1B — down 3.7% from $84.2B a quarter earlier.
Sellers outnumbered buyers: 141 funds closed out of SBUX and 139 opened new positions — a net loss of 2 holders — while 990 trimmed existing stakes and 921 added.
The largest buyer was JP Morgan Chase, adding an estimated $598M. The largest seller was Citadel Advisors, cutting an estimated $321M.
- 2,351 institutional investors held Starbucks (SBUX) as of Q2 2023, down from 2,370 in Q1 2023.
- Funds reported $81.1B of Starbucks stock for Q2 2023, down 3.7% quarter-over-quarter.
- 139 funds opened new Starbucks positions in Q2 2023 and 141 closed out, a net change of -2 holders.
- The largest Starbucks buyer in Q2 2023 was JP Morgan Chase, an estimated $598M added.
- The largest Starbucks seller in Q2 2023 was Citadel Advisors, an estimated $321M sold.
Based on aggregated 13F filings for Q2 2023.