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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
VCAM
1251
Van Cleef Asset Management
Ohio
$1.17M -$2.93K -25 -0.2%
GBT
1252
Grove Bank & Trust
Florida
$1.17M +$6.56K +56 +0.5%
OQS
1253
Occudo Quantitative Strategies
Florida
$1.17M +$1.24M +10,577 New
ISWM
1254
Independent Solutions Wealth Management
New York
$1.17M +$5.15K +44 +0.4%
SIM
1255
Sentry Investment Management
Wisconsin
$1.16M -$181K -1,542 -13%
WJWM
1256
Williams Jones Wealth Management
New York
$1.16M -$28.9K -247 -2%
SB
1257
Strategic Blueprint
Georgia
$1.16M +$933K +7,968 +311%
RSWM
1258
Robertson Stephens Wealth Management
California
$1.16M +$1.76K +15 +0.1%
ESB
1259
Essex Savings Bank
Connecticut
$1.16M +$703 +6 +0.1%
SFFS
1260
Stonehage Fleming Financial Services
Jersey
$1.15M
HIC
1261
Holderness Investments Company
North Carolina
$1.15M +$24.8K +212 +2%
FSCM
1262
Front Street Capital Management
Montana
$1.15M -$33K -282 -3%
VA
1263
Valmark Advisers
Ohio
$1.14M +$23.3K +199 +2%
MHIC
1264
Marble Harbor Investment Counsel
Massachusetts
$1.14M
QPWM
1265
Quadrant Private Wealth Management
Pennsylvania
$1.14M +$4.68K +40 +0.4%
GC
1266
Grimes & Company
Massachusetts
$1.14M +$9.02K +77 +0.8%
TFA
1267
Teamwork Financial Advisors
Texas
$1.14M +$368K +3,143 +44%
SWM
1268
Soundmark Wealth Management
Washington
$1.13M -$60.4K -516 -5%
FANJ
1269
Financial Architects (New Jersey)
New Jersey
$1.13M +$53.3K +455 +5%
MCIA
1270
Mountain Capital Investment Advisors
Colorado
$1.12M -$261K -2,227 -18%
GIM
1271
Grassi Investment Management
California
$1.12M +$29.3K +250 +3%
PO
1272
Private Ocean
California
$1.12M +$90K +769 +8%
FMB
1273
Field & Main Bank
Kentucky
$1.11M +$7.03K +60 +0.6%
FMBTD
1274
First Midwest Bank Trust Division
Illinois
$1.11M +$9.02K +77 +0.8%
B
1275
Barings
North Carolina
$1.11M -$122K -1,041 -9%

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.