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
LNC
676
Lincoln National Corp
Pennsylvania
$4.96M -$98.8K -844 -2%
PCIA
677
Prime Capital Investment Advisors
Kansas
$4.96M -$32.5K -278 -0.6%
NLGIA
678
Nippon Life Global Investors Americas
New York
$4.94M -$520K -4,440 -9%
CSS
679
Cubist Systematic Strategies
Connecticut
$4.93M -$178K -1,523 -3%
ECM
680
ExodusPoint Capital Management
New York
$4.92M +$2.36M +20,158 +83%
GC
681
Garde Capital
Washington
$4.91M +$16.5K +141 +0.3%
GWM
682
Graybill Wealth Management
Illinois
$4.91M -$41.4K -354 -0.8%
BRWM
683
B. Riley Wealth Management
Tennessee
$4.88M +$4.11M +35,103 +384%
UTC
684
Unified Trust Company
Kentucky
$4.87M +$11K +94 +0.2%
RC
685
RegentAtlantic Capital
New Jersey
$4.87M +$317K +2,710 +7%
TW
686
Transform Wealth
Colorado
$4.86M -$22.6K -193 -0.4%
SAM
687
Sabadell Asset Management
Spain
$4.86M -$3.5M -29,856 -40%
PA
688
Perennial Advisors
New York
$4.84M +$151K +1,292 +3%
IFAM
689
Institutional & Family Asset Management
Colorado
$4.83M -$131K -1,121 -2%
TCM
690
Telos Capital Management
California
$4.82M +$15.3K +131 +0.3%
LI
691
Lafayette Investments
Maryland
$4.82M +$15.6K +133 +0.3%
BCA
692
Bray Capital Advisors
Florida
$4.81M +$1.87K +16 +0%
JGC
693
J. Goldman & Co
New York
$4.81M +$5.11M +43,608 New
FNB
694
Farmers National Bank
Kentucky
$4.81M +$5.26M +44,937 New
BFEC
695
Benjamin F. Edwards & Company
Missouri
$4.8M +$62.6K +535 +1%
IC
696
Inverness Counsel
New York
$4.79M -$13.4M -114,190 -72%
OAM
697
Optimal Asset Management
California
$4.77M +$11.2K +96 +0.2%
VVP
698
Venture Visionary Partners
Ohio
$4.75M +$200K +1,706 +4%
Koshinski Asset Management
699
Koshinski Asset Management
Illinois
$4.74M +$1.74M +14,855 +53%
TCM
700
Tradewinds Capital Management
Washington
$4.74M -$7.03K -60 -0.1%

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.