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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
CC
1001
Chicago Capital
Illinois
$2.11M +$42.4K +362 +2%
XWM
1002
Xcel Wealth Management
Florida
$2.1M +$15.8K +135 +0.7%
TI
1003
Trexquant Investment
Connecticut
$2.1M -$4.79M -40,874 -68%
IP
1004
Intellectus Partners
California
$2.09M -$224K -1,911 -9%
BDS
1005
Banco de Sabadell
Florida
$2.09M +$2.23K +19 +0.1%
BA
1006
Bluesphere Advisors
Pennsylvania
$2.08M -$141K -1,201 -6%
BCM
1007
Breiter Capital Management
Florida
$2.07M -$703 -6 -0%
CT
1008
Chicago Trust
Illinois
$2.07M -$48.4K -413 -2%
CIA
1009
Capital Investment Advisors
Georgia
$2.07M +$143K +1,219 +7%
DWT
1010
Dorsey & Whitney Trust
South Dakota
$2.06M -$2.11K -18 -0.1%
AFA
1011
Abacus FCF Advisors
Florida
$2.06M
FI
1012
Financial Insights
Washington
$2.06M -$28.5K -243 -1%
PT
1013
Plimoth Trust
Massachusetts
$2.04M +$152K +1,298 +8%
RPWA
1014
Regent Peak Wealth Advisors
Georgia
$2.04M +$35.5K +303 +2%
PFSC
1015
Peoples Financial Services Corp
Pennsylvania
$2.04M -$85.6K -731 -4%
IIA
1016
ICW Investment Advisors
Arizona
$2.02M +$16.9K +144 +0.8%
WANY
1017
Wealthspire Advisors (New York)
New York
$2.02M +$834K +7,123 +64%
WCM
1018
Wunderlich Capital Managemnt
Tennessee
$2M +$2.12M +18,131 New
FTDI
1019
First Trust Direct Indexing
Massachusetts
$1.99M +$30.8K +263 +1%
AIC
1020
Argus Investors Counsel
New York
$1.97M -$2.28M -19,450 -52%
EIM
1021
Essex Investment Management
Massachusetts
$1.97M +$20K +171 +1%
HIM
1022
HawsGoodwin Investment Management
Tennessee
$1.96M +$3.04K +26 +0.1%
MWM
1023
Midwest Wealth Management
Indiana
$1.95M +$44.7K +382 +2%
CCP
1024
Cassia Capital Partners
North Carolina
$1.95M +$2.07M +17,641 New
MAFM
1025
Mid Atlantic Financial Management
Pennsylvania
$1.94M -$29.5K -252 -1%

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.