Starbucks
SBUX
2,458 hedge funds and large institutions have $80.8B invested in Starbucks in 2023 Q4 according to their latest regulatory filings, with 305 funds opening new positions, 971 increasing their positions, 942 reducing their positions, and 109 closing their positions.
180% more first-time investments, than exits
New positions opened: 305 | Existing positions closed: 109
9% more capital invested
Capital invested by funds: $73.9B → $80.8B (+$6.86B)
7% more funds holding
Funds holding: 2,302 → 2,458 (+156)
5% more funds holding in top 10
Funds holding in top 10: 40 → 42 (+2)
3.48% more ownership
Funds ownership: 70.56% → 74.04% (+3.5%)
8% more call options, than puts
Call options by funds: $2.05B | Put options by funds: $1.9B
3% more repeat investments, than reductions
Existing positions increased: 971 | Existing positions reduced: 942
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.31B |
| 2 |
Renaissance Technologies
New York
|
+$380M |
| 3 |
Barclays
London,
United Kingdom
|
+$295M |
| 4 |
Flossbach Von Storch
Cologne,
Germany
|
+$261M |
| 5 |
Amundi
Paris,
France
|
+$225M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$2.41B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$699M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$391M |
| 4 |
Two Sigma Investments
New York
|
-$183M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$129M |
SBUX Hedge Fund Activity: Q4 2023 in Review
2,458 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q4 2023, worth a combined $80.8B — up 9.3% from $73.9B a quarter earlier.
Buyers outnumbered sellers: 305 funds opened new SBUX positions and 109 closed out — a net gain of 196 holders — while 971 added to existing stakes and 942 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.31B. The largest seller was Capital Research Global Investors, cutting an estimated $2.41B.
- 2,458 institutional investors held Starbucks (SBUX) as of Q4 2023, up from 2,302 in Q3 2023.
- Funds reported $80.8B of Starbucks stock for Q4 2023, up 9.3% quarter-over-quarter.
- 305 funds opened new Starbucks positions in Q4 2023 and 109 closed out, a net change of +196 holders.
- The largest Starbucks buyer in Q4 2023 was Morgan Stanley, an estimated $2.31B added.
- The largest Starbucks seller in Q4 2023 was Capital Research Global Investors, an estimated $2.41B sold.
Based on aggregated 13F filings for Q4 2023.