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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
TC
976
Telemus Capital
Michigan
$2.25M +$58.8K +502 +3%
MA
977
Mutual Advisors
Nebraska
$2.24M +$17.9K +153 +0.8%
CIC
978
Cornercap Investment Counsel
Georgia
$2.24M +$2.05M +17,533 +626%
SIAP
979
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.24M -$72.7K -621 -3%
EGM
980
Engineers Gate Manager
New York
$2.24M +$1.45M +12,375 +156%
CCG
981
Cloverfields Capital Group
Minnesota
$2.24M +$154K +1,315 +7%
SA
982
Strategic Advisors
New York
$2.24M +$42.6K +364 +2%
SC
983
Saturna Capital
Washington
$2.23M +$45.7K +390 +2%
CFG
984
Citizens Financial Group
Rhode Island
$2.22M -$655K -5,596 -22%
BCM
985
Brookstone Capital Management
Illinois
$2.22M +$273K +2,331 +13%
DFA
986
Delta Financial Advisors
Louisiana
$2.2M -$13.3K -114 -0.6%
BA
987
Birinyi Associates
Connecticut
$2.2M -$14.6K -125 -0.6%
AAM
988
Azzad Asset Management
Virginia
$2.19M +$56.8K +485 +3%
NFG
989
Nations Financial Group
Iowa
$2.19M +$45.1K +385 +2%
LCP
990
Legacy Capital Partners
Wisconsin
$2.18M -$111K -945 -5%
V
991
VeraBank
Texas
$2.17M -$11.7K -100 -0.5%
HB
992
Homrich & Berg
Georgia
$2.17M +$60.5K +517 +3%
AC
993
Allstate Corporation
Illinois
$2.17M -$367K -3,136 -14%
LHC
994
Little House Capital
Massachusetts
$2.16M +$294K +2,510 +15%
WC
995
Weil Company
California
$2.15M +$35.7K +305 +2%
HCM
996
Harvey Capital Management
Florida
$2.13M
DLCIG
997
D.L. Carlson Investment Group
New Hampshire
$2.12M -$159K -1,362 -7%
CPA
998
Capital Planning Advisors
California
$2.12M -$2.46K -21 -0.1%
IWA
999
IVC Wealth Advisors
Pennsylvania
$2.11M +$51.6K +441 +2%
PCG
1000
Private Capital Group
Connecticut
$2.11M -$45.7K -390 -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.