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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
SA
876
Sicart Associates
New York
$2.97M +$16.4K +140 +0.5%
WA1
877
Wimmer Associates 1
California
$2.96M -$34.3K -293 -1%
GAM
878
Gotham Asset Management
New York
$2.95M -$1.07M -9,167 -26%
FHA
879
First Horizon Advisors
Tennessee
$2.95M +$2.17M +18,574 +227%
CANC
880
Culbertson A N & Co
Virginia
$2.94M +$11.7K +100 +0.4%
LS
881
Leelyn Smith
Illinois
$2.94M +$146K +1,251 +5%
MYLI
882
Meiji Yasuda Life Insurance
Japan
$2.94M
SC
883
Sawyer & Company
Massachusetts
$2.94M +$51.5K +440 +2%
Simplex Trading
884
Simplex Trading
Illinois
$2.93M +$2.09M +17,893 +224%
SXL
885
Summit X LLC
Missouri
$2.92M +$58.1K +496 +2%
First Manhattan
886
First Manhattan
New York
$2.9M -$12.1K -103 -0.4%
BO
887
BRR OpCo
Ohio
$2.89M -$33.8K -289 -1%
NFG
888
Next Financial Group
Texas
$2.84M +$20.8K +178 +0.7%
BO
889
Bank OZK
Arkansas
$2.84M -$55.4K -473 -2%
MCM
890
Mitchell Capital Management
Kansas
$2.83M -$25.1K -214 -0.8%
LOAMS
891
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.83M +$545K +4,656 +20%
SWM
892
Sculati Wealth Management
Michigan
$2.83M +$23.4K +200 +0.8%
BFA
893
Benedict Financial Advisors
Georgia
$2.83M -$10.4K -89 -0.3%
CCM
894
Chickasaw Capital Management
Tennessee
$2.8M -$11.7K -100 -0.4%
MF
895
Manchester Financial
California
$2.77M -$1.29K -11 -0%
KFBMI
896
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.76M
CAM
897
Crown Advisors Management
California
$2.76M
CT
898
Caldwell Trust
Florida
$2.76M +$462K +3,943 +19%
AF
899
Arrow Financial
New York
$2.75M -$71.7K -612 -2%
OAM
900
Oak Asset Management
California
$2.74M -$144K -1,229 -5%

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.