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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
WAS
1051
Wesleyan Assurance Society
United Kingdom
$1.85M
Qube Research & Technologies (QRT)
1052
Qube Research & Technologies (QRT)
United Kingdom
$1.84M -$22.7M -194,100 -92%
FA
1053
Financial Avengers
California
$1.83M +$261K +2,232 +16%
EF
1054
Exeter Financial
Arizona
$1.82M +$9.6K +82 +0.5%
SWA
1055
SFMG Wealth Advisors
Texas
$1.82M +$462K +3,947 +31%
H
1056
HoyleCohen
California
$1.82M -$8.43K -72 -0.4%
CNC
1057
Canandaigua National Corp
New York
$1.82M -$416K -3,549 -18%
BB
1058
Bell Bank
North Dakota
$1.82M +$73.6K +629 +4%
DTL
1059
Dynamic Technology Lab
Singapore
$1.81M +$1.92M +16,428 New
FAB
1060
First American Bank
Illinois
$1.81M +$38.6K +330 +2%
PIMJS
1061
PKO Investment Management Joint-Stock
Poland
$1.81M
EFS
1062
Essex Financial Services
Connecticut
$1.8M +$457K +3,904 +31%
YIA
1063
YHB Investment Advisors
Connecticut
$1.79M -$15.2K -130 -0.8%
MCCP
1064
Mission Creek Capital Partners
California
$1.79M +$38.6K +330 +2%
DA
1065
DCM Advisors
New York
$1.79M +$222K +1,896 +13%
GWCM
1066
Godshalk Welsh Capital Management
Pennsylvania
$1.76M
DAS
1067
Dynamic Advisor Solutions
Arizona
$1.76M +$15.7K +134 +0.8%
HDIM
1068
Hanson & Doremus Investment Management
Vermont
$1.75M +$476K +4,064 +34%
RMAM
1069
Raab & Moskowitz Asset Management
New Jersey
$1.75M +$148K +1,266 +9%
WPW
1070
Waldron Private Wealth
Pennsylvania
$1.74M +$367K +3,132 +25%
TCA
1071
Transcend Capital Advisors
New Jersey
$1.74M -$25.5K -218 -1%
OIS
1072
Okabena Investment Services
Minnesota
$1.73M -$119K -1,013 -6%
AW
1073
Alaethes Wealth
Nevada
$1.73M -$32.9K -281 -2%
MCA
1074
Mercer Capital Advisers
New Jersey
$1.73M -$117K -1,000 -6%
CG
1075
Caprock Group
Idaho
$1.73M -$289K -2,471 -14%

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.