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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
CNAM
1076
Campbell Newman Asset Management
Wisconsin
$1.72M -$5.27K -45 -0.3%
MWM
1077
Merriman Wealth Management
Washington
$1.71M -$45.3K -387 -2%
AA
1078
Apriem Advisors
California
$1.7M +$30.2K +258 +2%
SAM
1079
Synergy Asset Management
Washington
$1.7M +$288K +2,461 +19%
CIA
1080
Cascade Investment Advisors
Oregon
$1.7M -$32.8K -280 -2%
VFA
1081
Voya Financial Advisors
Connecticut
$1.69M +$158K +1,347 +10%
SSI
1082
Scott & Selber Inc
Texas
$1.68M -$55.6K -475 -3%
TPWA
1083
TRUE Private Wealth Advisors
Oregon
$1.67M -$1.99K -17 -0.1%
FB
1084
Fulton Bank
Pennsylvania
$1.67M +$153K +1,305 +9%
VI
1085
Versor Investments
New York
$1.67M +$912K +7,787 +106%
EF
1086
Empirical Finance
Pennsylvania
$1.67M +$96.7K +826 +6%
FPS
1087
Fieldpoint Private Securities
Connecticut
$1.66M -$20.1K -172 -1%
NFC
1088
Northeast Financial Consultants
Connecticut
$1.66M +$117 +1 +0%
GKIM
1089
GW&K Investment Management
Massachusetts
$1.66M -$11.1K -95 -0.6%
GCIA
1090
Gabelli & Co Investment Advisers
New York
$1.66M
SC
1091
Sovarnum Capital
New York
$1.66M
BL
1092
BFSG LLC
California
$1.65M +$1.75M +14,960 New
BS
1093
Boenning & Scattergood
Pennsylvania
$1.65M -$2.11K -18 -0.1%
RFA
1094
Reilly Financial Advisors
California
$1.65M +$51.8K +442 +3%
GIA
1095
Gladstone Institutional Advisory
Florida
$1.65M +$396K +3,378 +29%
SS
1096
Simplicity Solutions
Minnesota
$1.64M +$377K +3,220 +28%
VWA
1097
V Wealth Advisors
Kansas
$1.63M +$122K +1,039 +8%
WA
1098
Wealth Advisors
California
$1.63M +$351 +3 +0%
CC
1099
Centiva Capital
New York
$1.63M +$1.62M +13,850 +1,481%
RB
1100
Rodgers Brothers
Pennsylvania
$1.63M

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.