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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
CWMU
1151
Caliber Wealth Management (Utah)
Utah
$1.47M +$16.7K +143 +1%
CRI
1152
Colonial River Investments
Virginia
$1.47M +$964K +8,232 +173%
TMAM
1153
Tokio Marine Asset Management
Japan
$1.47M +$159K +1,355 +11%
AAM
1154
Auxier Asset Management
Oregon
$1.46M
WI
1155
WBI Investments
New Jersey
$1.46M +$1.55M +13,260 New
I
1156
INVST
Indiana
$1.45M +$182K +1,556 +13%
AIA
1157
Avalon Investment & Advisory
Texas
$1.45M +$870K +7,429 +130%
CIG
1158
Consolidated Investment Group
Colorado
$1.45M
ACM
1159
Aljian Capital Management
Nevada
$1.44M -$52.5K -448 -3%
AF
1160
Aldebaran Financial
$1.43M +$117 +1 +0%
PRC
1161
Pearl River Capital
Michigan
$1.43M +$1.51M +12,935 New
LWM
1162
Lionsbridge Wealth Management
Florida
$1.42M -$24.2K -207 -2%
VCA
1163
Verdence Capital Advisors
Maryland
$1.42M +$303K +2,587 +25%
AWP
1164
Accretive Wealth Partners
New Jersey
$1.42M +$52K +444 +4%
IWM
1165
IHT Wealth Management
Illinois
$1.42M -$369K -3,152 -20%
NIM
1166
Northeast Investment Management
Massachusetts
$1.42M +$62.1K +530 +4%
PJSIMP
1167
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.41M +$3.4K +29 +0.2%
CP
1168
Capital Planning
Washington
$1.41M -$72.5K -619 -5%
NL
1169
NVWM LLC
Pennsylvania
$1.41M +$47.2K +403 +3%
NME
1170
Notis-McConarty Edward
$1.4M
WSFS
1171
Wilmington Savings Fund Society
Delaware
$1.39M +$234 +2 +0%
AWM
1172
Avior Wealth Management
Nebraska
$1.39M +$386K +3,293 +36%
DBRC
1173
D.B. Root & Company
Pennsylvania
$1.38M +$25.1K +214 +2%
CI
1174
Conning Inc
Connecticut
$1.38M -$169K -1,441 -10%
PMA
1175
Prudent Man Advisors
Illinois
$1.38M -$5.04K -43 -0.3%

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.