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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
EOJOAM
626
E. Ohman J:or Asset Management
Sweden
$5.79M +$152K +1,300 +3%
IAN
627
Integrated Advisors Network
Texas
$5.73M +$759K +6,482 +14%
IIC
628
Ironwood Investment Counsel
Arizona
$5.72M +$114K +971 +2%
EIA
629
Eastover Investment Advisors
North Carolina
$5.71M +$69.7K +595 +1%
BFG
630
Beacon Financial Group
Texas
$5.67M -$22.7K -194 -0.4%
RCAMU
631
Rothschild & Co Asset Management US
Connecticut
$5.63M +$5.97M +50,995 New
GKWIM
632
Gerber Kawasaki Wealth & Investment Management
California
$5.59M +$538K +4,591 +10%
SWP
633
Stratos Wealth Partners
Ohio
$5.57M -$16.2K -138 -0.3%
BRA
634
Bender Robert & Associates
California
$5.56M -$32.2K -275 -0.5%
NSIM
635
North Star Investment Management
Illinois
$5.55M +$31K +265 +0.5%
SIM
636
Seaview Investment Managers
Florida
$5.55M +$524K +4,479 +10%
HFS
637
HBC Financial Services
Washington
$5.55M -$70.1K -599 -1%
SSB
638
Sandy Spring Bank
Maryland
$5.53M +$16.5K +141 +0.3%
GF
639
Gabelli Funds
New York
$5.52M
Voloridge Investment Management
640
Voloridge Investment Management
Florida
$5.48M +$4.9M +41,876 +534%
FCT
641
Family Capital Trust
Massachusetts
$5.46M -$16.3K -139 -0.3%
DP
642
Dearborn Partners
Illinois
$5.43M -$3.75K -32 -0.1%
AWM
643
Avitas Wealth Management
California
$5.41M +$1.05M +8,991 +22%
RCM
644
Ravenstone Capital Management
$5.4M +$764K +6,527 +15%
ZCM
645
Ziegler Capital Management
Illinois
$5.4M +$4.27M +36,500 +296%
PSUF
646
People's United Financial
Connecticut
$5.39M -$84.5K -722 -1%
BIA
647
Biondo Investment Advisors
Pennsylvania
$5.33M +$27.9K +238 +0.5%
FCH
648
Freestone Capital Holdings
Washington
$5.33M -$56.3K -481 -1%
MC
649
Miramar Capital
Illinois
$5.31M +$228K +1,949 +4%
ASN
650
Advisory Services Network
Georgia
$5.31M +$179K +1,525 +3%

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.