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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
GH
801
GAM Holding
Switzerland
$3.62M +$820 +7 +0%
BCFS
802
Butensky & Cohen Financial Security
Florida
$3.61M -$146K -1,248 -4%
GDP
803
Great Diamond Partners
Maine
$3.6M +$5.62K +48 +0.1%
HZ
804
Hixon Zuercher
Ohio
$3.6M +$111K +945 +3%
VV
805
Verity & Verity
South Carolina
$3.59M +$162K +1,383 +5%
PCP
806
Proficio Capital Partners
Massachusetts
$3.59M +$5.39K +46 +0.1%
LSAG
807
Lake Street Advisors Group
New Hampshire
$3.58M +$2.99M +25,534 +368%
ECM
808
Evergreen Capital Management
Washington
$3.57M +$438K +3,745 +13%
TA
809
Tiedemann Advisors
New York
$3.56M -$357K -3,046 -9%
RIM
810
Redpoint Investment Management
Australia
$3.53M
BOTW
811
Bank of the West
California
$3.53M +$373K +3,189 +11%
MWM
812
Madison Wealth Management
Ohio
$3.52M +$15.5K +132 +0.4%
BSW
813
Buckingham Strategic Wealth
Missouri
$3.51M +$23.9K +204 +0.6%
BAS
814
Brown Advisory Securities
Maryland
$3.51M -$1.73M -14,740 -32%
RGC
815
Roberts, Glore & Co
Illinois
$3.5M +$26K +222 +0.7%
MIC
816
Means Investment Company
Maine
$3.5M +$33.5K +286 +0.9%
HNW
817
High Note Wealth
Minnesota
$3.5M +$52.8K +451 +1%
1SB
818
1ST Source Bank
Indiana
$3.5M +$49.1K +419 +1%
WI
819
Wafra Inc
New York
$3.49M +$305K +2,603 +9%
HWAM
820
Hennion & Walsh Asset Management
New Jersey
$3.4M +$713K +6,090 +25%
CW
821
CreativeOne Wealth
Kansas
$3.4M +$384K +3,283 +12%
KRSITF
822
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.38M -$2.93K -25 -0.1%
BWM
823
BNC Wealth Management
Oregon
$3.38M
SCA
824
Strategic Capital Advisers
Colorado
$3.37M +$277K +2,366 +8%
VCP
825
Vista Capital Partners
Oregon
$3.35M +$7.14K +61 +0.2%

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.