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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
GLA
651
Great Lakes Advisors
Illinois
$5.3M +$22.9K +196 +0.4%
Wolverine Trading
652
Wolverine Trading
Illinois
$5.3M +$130K +1,110 +2%
IAA
653
Independent Advisor Alliance
North Carolina
$5.28M -$1.04M -8,885 -16%
1WA
654
180 Wealth Advisors
Washington
$5.26M +$468 +4 +0%
OHIS
655
Oak Harvest Investment Services
Texas
$5.26M +$694K +5,930 +14%
AA
656
Ancora Advisors
Ohio
$5.26M +$251K +2,143 +5%
BFA
657
Bragg Financial Advisors
North Carolina
$5.25M +$504K +4,304 +10%
FQ
658
First Quadrant
California
$5.24M
BTWM
659
Baker Tilly Wealth Management
Wisconsin
$5.22M +$849K +7,254 +18%
CWP
660
CFM Wealth Partners
Texas
$5.21M +$105K +894 +2%
LNWWM
661
Laird Norton Wetherby Wealth Management
California
$5.19M +$32.2K +275 +0.6%
LDB
662
Lee, Danner & Bass
Tennessee
$5.19M -$35.7K -305 -0.6%
NA
663
NewEdge Advisors
Louisiana
$5.17M +$852K +7,274 +18%
LBD
664
Landsberg Bennett & Dubbaneh
Florida
$5.12M +$161K +1,378 +3%
FMC
665
First Merchants Corp
Indiana
$5.11M -$30K -256 -0.5%
TCB
666
Texas Capital Bancshares
Texas
$5.11M
Lido Advisors
667
Lido Advisors
California
$5.1M +$1.47M +12,563 +38%
BCI
668
Brinker Capital Investments
Pennsylvania
$5.09M +$117 +1 +0%
ACA
669
Aptus Capital Advisors
Alabama
$5.03M +$926K +7,913 +21%
WPIC
670
White Pine Investment Company
Michigan
$5.01M -$25.4K -217 -0.5%
PCTC
671
Perkins Coie Trust Company
Washington
$5.01M +$41.8K +357 +0.8%
ACM
672
AlphaCrest Capital Management
New York
$5M +$3.29M +28,077 +162%
AP
673
Advisor Partners
California
$4.99M -$17.2K -147 -0.3%
AMM
674
American Money Management
California
$4.99M -$29.4K -251 -0.6%
Fiera Capital (Canada)
675
Fiera Capital (Canada)
Quebec, Canada
$4.98M +$1.64M +13,971 +45%

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.