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2,252 hedge funds and large institutions have $89.7B invested in Starbucks in 2021 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 1,013 increasing their positions, 829 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 91

22% more repeat investments, than reductions

Existing positions increased: 1,013 | Existing positions reduced: 829

0% more funds holding

Funds holding: 2,2482,252 (+4)

0.45% less ownership

Funds ownership: 69.75%69.3% (-0.45%)

2% less capital invested

Capital invested by funds: $91.4B → $89.7B (-$1.67B)

8% less funds holding in top 10

Funds holding in top 10: 6560 (-5)

42% less call options, than puts

Call options by funds: $1.75B | Put options by funds: $3.02B

Holders
2,252
Holders Change
+4
Holders Change %
+0.18%
% of All Funds
39.42%
Holding in Top 10
60
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-7.69%
% of All Funds
1.05%
New
126
Increased
1,013
Reduced
829
Closed
91
Calls
$1.75B
Puts
$3.02B
Net Calls
-$1.27B
Net Calls Change
-$207M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
376
Atria Investments
North Carolina
$14.8M -$51.2K -437 -0.3%
CDH
377
Charles D. Hyman
$14.8M -$36.3K -310 -0.2%
Cetera Investment Advisers
378
Cetera Investment Advisers
Illinois
$14.7M -$778K -6,647 -5%
SJIC
379
St. James Investment Company
Texas
$14.5M -$1.56M -13,366 -9%
EAM
380
EULAV Asset Management
Florida
$14.5M -$585 -5 -0%
JIC
381
Johnson Investment Counsel
Ohio
$14.3M -$343K -2,933 -2%
Mercer Global Advisors
382
Mercer Global Advisors
Colorado
$14.2M +$1.11M +9,509 +8%
PA
383
Profund Advisors
Maryland
$14.2M +$636K +5,428 +4%
WB
384
WesBanco Bank
West Virginia
$14.1M +$212K +1,810 +1%
FFA
385
First Foundation Advisors
California
$14.1M +$1.17M +9,975 +8%
CSIC
386
Clifford Swan Investment Counsel
California
$14M -$7.96K -68 -0.1%
EWA
387
Exencial Wealth Advisors
Oklahoma
$13.9M +$4.48M +38,293 +44%
SRC
388
Shufro Rose & Co
New York
$13.8M -$40.3K -344 -0.3%
NPA
389
Nichols & Pratt Advisers
Massachusetts
$13.8M +$86.3K +737 +0.6%
PA
390
Pinnacle Associates
New York
$13.7M -$577K -4,925 -4%
MNBTD
391
Moody National Bank Trust Division
Texas
$13.6M -$186K -1,586 -1%
SI
392
Stephens Inc
Arkansas
$13.6M -$2.82M -24,107 -16%
SW
393
SVB Wealth
Massachusetts
$13.5M -$4.8M -40,963 -25%
NAM
394
Nissay Asset Management
Japan
$13.5M +$587K +5,014 +4%
BCM
395
Becker Capital Management
Oregon
$13.3M -$177K -1,516 -1%
CA
396
CSM Advisors
Pennsylvania
$13.3M -$193K -1,650 -1%
DA
397
Dillon & Associates
Michigan
$13.3M +$1.99K +17 +0%
SAM
398
Shell Asset Management
Netherlands
$13.2M -$714K -6,100 -5%
B
399
Bailard
California
$13.1M -$72.1K -616 -0.5%
NB
400
Norinchukin Bank
Japan
$13M +$762K +6,507 +6%

SBUX Hedge Fund Activity: Q3 2021 in Review

2,252 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2021, worth a combined $89.7B — down 1.8% from $91.4B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new SBUX positions and 91 closed out — a net gain of 35 holders — while 1,013 added to existing stakes and 829 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $308M. The largest seller was Winslow Capital Management, exiting entirely with an estimated $353M sold.

  • 2,252 institutional investors held Starbucks (SBUX) as of Q3 2021, up from 2,248 in Q2 2021.
  • Funds reported $89.7B of Starbucks stock for Q3 2021, down 1.8% quarter-over-quarter.
  • 126 funds opened new Starbucks positions in Q3 2021 and 91 closed out, a net change of +35 holders.
  • The largest Starbucks buyer in Q3 2021 was Arrowstreet Capital, an estimated $308M added.
  • The largest Starbucks seller in Q3 2021 was Winslow Capital Management, an estimated $353M sold.

Based on aggregated 13F filings for Q3 2021.