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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
HCM
1026
Hall Capital Management
Rhode Island
$1.94M +$22.9K +196 +1%
QCG
1027
Quadrant Capital Group
Ohio
$1.94M +$194K +1,660 +10%
WA
1028
WBH Advisory
Maryland
$1.94M -$5.74K -49 -0.3%
DT
1029
Diversified Trust
Tennessee
$1.94M -$1.56M -13,286 -43%
IMRF
1030
Illinois Municipal Retirement Fund
Illinois
$1.94M +$351K +3,001 +21%
HSA
1031
HBK Sorce Advisory
Pennsylvania
$1.93M +$703 +6 +0%
TA
1032
Tectonic Advisors
Texas
$1.92M -$72.7K -621 -3%
HFA
1033
HC Financial Advisors
California
$1.92M -$14.6K -125 -0.7%
CCT
1034
Country Club Trust
Missouri
$1.91M +$52.6K +449 +3%
APP
1035
Avantax Planning Partners
Iowa
$1.91M +$9.02K +77 +0.4%
ZCI
1036
Zevenbergen Capital Investments
Washington
$1.9M +$72.6K +620 +4%
BP
1037
Bandera Partners
New York
$1.9M
SWA
1038
Stratos Wealth Advisors
Ohio
$1.89M -$167K -1,425 -8%
EWM
1039
Executive Wealth Management
Michigan
$1.89M +$16K +137 +0.8%
CH
1040
Canton Hathaway
Rhode Island
$1.89M +$98.1K +838 +5%
PCM
1041
Parsons Capital Management
Rhode Island
$1.88M -$36.5K -312 -2%
PWW
1042
Pettyjohn Wood & White
Virginia
$1.88M +$28.7K +245 +1%
PDN
1043
Pensionfund DSM Netherlands
Netherlands
$1.88M -$2.95M -25,200 -60%
VFM
1044
Viking Fund Management
North Dakota
$1.88M
USGIU
1045
U.S. Global Investors (USGI)
Texas
$1.88M +$1.99M +17,000 New
CAG
1046
Csenge Advisory Group
Florida
$1.87M +$37.6K +321 +2%
LAIC
1047
Lederer & Associates Investment Counsel
California
$1.87M -$333K -2,847 -14%
EI
1048
Ethic Inc
New York
$1.87M +$356K +3,044 +22%
PPW
1049
Parcion Private Wealth
Washington
$1.86M +$7.38K +63 +0.4%
PA
1050
PFG Advisors
Arizona
$1.86M +$59.1K +505 +3%

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.