We are live on ! Find out more
SBUX icon

Starbucks

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
AHC
576
Adell Harriman & Carpenter
Texas
$6.8M -$24K -205 -0.3%
AWM
577
AE Wealth Management
Kansas
$6.79M -$1.37M -11,692 -16%
VPI
578
Value Partners Investments
Manitoba, Canada
$6.75M +$86.9K +742 +1%
WS
579
Wedbush Securities
California
$6.75M -$252K -2,156 -3%
HIM
580
Harbour Investment Management
Washington
$6.74M -$56.2K -480 -0.8%
MC
581
Moors & Cabot
Massachusetts
$6.74M +$259K +2,209 +4%
AWM
582
Arbor Wealth Management
Florida
$6.72M -$174K -1,485 -2%
ZIG
583
Zuckerman Investment Group
Illinois
$6.68M -$89K -760 -1%
CCP
584
Corient Capital Partners
California
$6.65M -$826K -7,054 -10%
GFG
585
Greystone Financial Group
Michigan
$6.64M -$1.36M -11,599 -16%
FWM
586
Frontier Wealth Management
Missouri
$6.62M +$606K +5,179 +9%
ACP
587
Ashfield Capital Partners
California
$6.58M +$268K +2,286 +4%
RFC
588
Regions Financial Corp
Alabama
$6.57M -$187K -1,599 -3%
FAT
589
First American Trust
California
$6.57M +$300K +2,565 +5%
KCPG
590
Kavar Capital Partners Group
Kansas
$6.56M +$89.3K +763 +1%
TCOK
591
Trust Company of Kansas
Kansas
$6.53M -$1.29K -11 -0%
FFA
592
Fragasso Financial Advisors
Pennsylvania
$6.51M +$341K +2,909 +5%
HT
593
HighTower Trust
Texas
$6.43M -$23.2K -198 -0.3%
DZ Bank
594
DZ Bank
Germany
$6.42M +$194K +1,655 +3%
NMIMC
595
Northwestern Mutual Investment Management Company
Wisconsin
$6.39M +$523K +4,466 +8%
BRWA
596
B. Riley Wealth Advisors
Florida
$6.33M +$476K +4,065 +8%
DCM
597
Dupont Capital Management
Delaware
$6.33M -$2.42M -20,661 -26%
Kovitz Investment Group Partners
598
Kovitz Investment Group Partners
Illinois
$6.31M +$210K +1,797 +3%
WIC
599
WealthBridge Investment Counsel
Alberta, Canada
$6.31M +$360K +3,075 +6%
AWP
600
Ascent Wealth Partners
New York
$6.3M -$61.4K -524 -0.9%

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.