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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
KJHP
826
K.J. Harrison & Partners
Ontario, Canada
$3.35M +$1.41K +12 +0%
BZWA
827
Blue Zone Wealth Advisors
California
$3.34M -$10.4K -89 -0.3%
TF
828
Tompkins Financial
New York
$3.31M +$3.52M +30,028 New
CM
829
Capula Management
Cayman Islands
$3.31M +$3.32M +28,336 +1,688%
PA
830
Parallel Advisors
California
$3.3M -$225K -1,922 -6%
SDWIA
831
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.27M +$200K +1,708 +6%
CWG
832
Cornerstone Wealth Group
North Carolina
$3.26M +$3.46M +29,533 New
HCM
833
Horrell Capital Management
Arkansas
$3.25M +$11.7K +100 +0.3%
SCA
834
Snowden Capital Advisors
New York
$3.23M -$62.4K -533 -2%
IWC
835
Integrated Wealth Concepts
Massachusetts
$3.23M +$12.9K +110 +0.4%
TA
836
Trellis Advisors
Washington
$3.22M -$27.9K -238 -0.8%
NGA
837
Naples Global Advisors
Florida
$3.22M -$45.2K -386 -1%
AFA
838
Arlington Financial Advisors
California
$3.22M +$468 +4 +0%
ERWM
839
Elk River Wealth Management
Colorado
$3.21M +$133K +1,132 +4%
SBL
840
Sargent Bickham Lagudis
Colorado
$3.2M -$14.4K -123 -0.4%
CF
841
Clarity Financial
Texas
$3.19M +$133K +1,138 +4%
EWG
842
Executive Wealth Group
Washington
$3.19M +$10.3K +88 +0.3%
MJB
843
Mark J. Bradley
$3.19M -$51.5K -440 -1%
PWM
844
Perigon Wealth Management
California
$3.19M -$8.2K -70 -0.2%
TAM
845
Taurus Asset Management
New York
$3.19M -$5.85K -50 -0.2%
MIM
846
Marco Investment Management
Georgia
$3.19M -$2.23K -19 -0.1%
Nomura Holdings
847
Nomura Holdings
Japan
$3.18M -$7.66M -65,417 -69%
FLI
848
Family Legacy Inc
South Carolina
$3.17M +$8.31K +71 +0.2%
WAM
849
World Asset Management
Michigan
$3.17M -$221K -1,890 -6%
PA
850
Probity Advisors
Texas
$3.17M -$20K -171 -0.6%

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.