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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
RHDIC
526
R.H. Dinel Investment Counsel
California
$8M
PC
527
Permanens Capital
New York
$7.94M +$230K +1,963 +3%
BFIC
528
Bedell Frazier Investment Counselling
California
$7.87M +$169K +1,444 +2%
LNB
529
Ledyard National Bank
$7.79M -$201K -1,716 -2%
FPFS
530
First Personal Financial Services
North Carolina
$7.76M +$541K +4,619 +7%
IA
531
IFP Advisors
Florida
$7.75M -$654K -5,584 -7%
BU
532
BBVA USA
Alabama
$7.75M -$109K -933 -1%
LRIC
533
Long Road Investment Counsel
Michigan
$7.74M
AAMA
534
Advanced Asset Management Advisors
Ohio
$7.72M
SNB
535
Security National Bank
Nebraska
$7.67M +$356K +3,037 +5%
SAM
536
Silvercrest Asset Management
New York
$7.65M +$426K +3,640 +6%
RE
537
RBC Europe
United Kingdom
$7.62M +$421K +3,593 +5%
RCM
538
RB Capital Management
Nevada
$7.59M +$130K +1,108 +2%
CAG
539
Crestwood Advisors Group
Massachusetts
$7.58M -$32.8K -280 -0.4%
KRS
540
Kentucky Retirement Systems
Kentucky
$7.56M -$6.67K -57 -0.1%
MCM
541
Mattern Capital Management
Colorado
$7.56M +$55.6K +475 +0.7%
MCWS
542
McKinley Carter Wealth Services
West Virginia
$7.56M +$78.4K +670 +1%
CS
543
Comerica Securities
Michigan
$7.5M +$203K +1,737 +3%
NL
544
NWAM LLC
Washington
$7.44M -$269K -2,295 -3%
CCM
545
Copeland Capital Management
Pennsylvania
$7.43M +$2.66M +22,753 +51%
TF
546
TIAA FSB
Florida
$7.42M +$18.7K +160 +0.2%
WCM
547
Wallace Capital Management
Texas
$7.41M -$58.3K -498 -0.7%
CA
548
Cetera Advisors
Colorado
$7.37M +$571K +4,878 +8%
TBA
549
Tower Bridge Advisors
Pennsylvania
$7.36M +$81.8K +699 +1%
HI
550
Hendershot Investments
Virginia
$7.34M -$80.2K -685 -1%

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.