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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
BMC
1201
Benin Management Corp
Connecticut
$1.29M -$3.98K -34 -0.3%
WAS
1202
Winch Advisory Services
Wisconsin
$1.29M +$21.9K +187 +2%
GWSG
1203
GPS Wealth Strategies Group
Colorado
$1.29M +$4.68K +40 +0.3%
PCS
1204
Personal CFO Solutions
New Jersey
$1.29M -$164K -1,401 -11%
GRP
1205
Global Retirement Partners
California
$1.28M +$31.7K +271 +2%
S
1206
Seeyond
France
$1.28M -$384K -3,280 -22%
GM
1207
GeoWealth Management
Illinois
$1.28M +$806K +6,885 +146%
BP
1208
Ballentine Partners
Massachusetts
$1.28M -$11.7K -100 -0.9%
ANRIA
1209
American National Registered Investment Advisor
Texas
$1.28M -$4.1K -35 -0.3%
ICP
1210
Interchange Capital Partners
Pennsylvania
$1.28M +$12.6K +108 +0.9%
AMCA
1211
Arthur M. Cohen & Associates
Illinois
$1.27M
MFS
1212
Madrona Financial Services
Washington
$1.27M +$24.8K +212 +2%
KMWM
1213
Keudell/Morrison Wealth Management
Oregon
$1.27M -$46K -393 -3%
FFC
1214
First Financial Corp
Indiana
$1.27M -$12.5K -107 -0.9%
CWAG
1215
Compton Wealth Advisory Group
Virginia
$1.27M -$58.7K -501 -4%
MCM
1216
Mengis Capital Management
Oregon
$1.27M +$117 +1 +0%
PTP
1217
Platform Technology Partners
New York
$1.27M -$8.43K -72 -0.6%
TIM
1218
Thompson Investment Management
Wisconsin
$1.26M +$6.09K +52 +0.5%
FP
1219
Fiduciary Planning
Florida
$1.26M -$27.6K -236 -2%
VF
1220
Virtu Financial
New York
$1.26M +$133K +1,133 +11%
TAM
1221
Trust Asset Management
Texas
$1.26M +$89.6K +765 +7%
CPC
1222
Cookson Peirce & Co
Pennsylvania
$1.25M -$20.3K -173 -2%
RA
1223
RFG Advisory
Alabama
$1.25M +$23.4K +200 +2%
SBIA
1224
Sheaff Brock Investment Advisors
Indiana
$1.25M -$10.7K -91 -0.8%
CCMD
1225
Cypress Capital Management (Delaware)
Delaware
$1.25M

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.