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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
PHK
726
Point72 Hong Kong
Hong Kong
$4.34M +$4.45M +37,995 +2,751%
MIAN
727
Mariner Independent Advisor Network
Kansas
$4.33M -$105K -897 -2%
HKIM
728
Hayek Kallen Investment Management
Alabama
$4.31M -$95.7K -817 -2%
LTI
729
Laffer Tengler Investments
Tennessee
$4.29M +$541K +4,620 +13%
SIM
730
Stratos Investment Management
Ohio
$4.27M +$726K +6,201 +19%
SC
731
Sepio Capital
Utah
$4.24M +$165K +1,413 +4%
TPCW
732
TD Private Client Wealth
New York
$4.23M -$22.8K -195 -0.5%
HVIA
733
Hudson Valley Investment Advisors
New York
$4.21M +$118K +1,006 +3%
DA
734
Dash Acquisitions
California
$4.2M +$515K +4,401 +13%
APA
735
American Portfolios Advisors
New York
$4.19M +$966K +8,253 +28%
VFA
736
Valeo Financial Advisors
Indiana
$4.18M -$294K -2,509 -4%
First Eagle Investment Management
737
First Eagle Investment Management
New York
$4.17M -$38.3K -327 -0.9%
PP
738
Prudential plc
United Kingdom
$4.15M -$11.6M -99,199 -72%
BBWA
739
Bell & Brown Wealth Advisors
California
$4.15M +$4.4M +37,587 New
WIM
740
Waverton Investment Management
United Kingdom
$4.13M +$607K +5,181 +16%
SIMM
741
Stillwater Investment Management (Minnesota)
Minnesota
$4.12M -$59.7K -510 -1%
OCM
742
One Capital Management
California
$4.11M -$153K -1,304 -3%
ECM
743
Exchange Capital Management
Michigan
$4.09M +$13.8K +118 +0.3%
DSC
744
Duncker Streett & Co
Missouri
$4.08M -$106K -907 -2%
TVWM
745
Tower View Wealth Management
Wisconsin
$4.08M +$107K +914 +3%
TFA
746
Toth Financial Advisory
Virginia
$4.08M +$193K +1,645 +5%
HI
747
Harrington Investments
California
$4.07M -$8.43K -72 -0.2%
EWM
748
Empirical Wealth Management
Washington
$4.06M -$461K -3,939 -10%
FTC
749
Farmers Trust Company
Ohio
$4.05M +$1.13M +9,667 +37%
VWA
750
Visionary Wealth Advisors
Illinois
$4.04M -$70.3K -600 -2%

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.