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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
SIAG
1276
Signet Investment Advisory Group
Rhode Island
$1.11M +$99.9K +853 +9%
ODCM
1277
Old Dominion Capital Management
Virginia
$1.1M +$19.7K +168 +2%
SC
1278
Shellback Capital
Massachusetts
$1.1M -$8.2M -70,000 -88%
PAM
1279
Palisade Asset Management
Minnesota
$1.1M
WA
1280
WestEnd Advisors
North Carolina
$1.1M
NERM
1281
New England Research & Management
Illinois
$1.1M +$145K +1,235 +14%
AWM
1282
Apollon Wealth Management
South Carolina
$1.1M +$354K +3,027 +44%
CHP
1283
Cable Hill Partners
Oregon
$1.1M -$6.79K -58 -0.6%
ZB
1284
Zions Bancorporation
Utah
$1.09M -$414K -3,537 -26%
JG
1285
Jefferies Group
New York
$1.09M -$4.26M -36,368 -79%
MSR
1286
Main Street Research
Connecticut
$1.09M +$13.2K +113 +1%
FFWA
1287
FRG Family Wealth Advisors
Washington
$1.08M +$351 +3 +0%
KNW
1288
Kesler Norman & Wride
Utah
$1.07M -$9.02K -77 -0.8%
WAM
1289
Winslow Asset Management
Ohio
$1.07M
TH
1290
TCTC Holdings
Texas
$1.07M +$201K +1,718 +21%
CB
1291
CNB Bank
Pennsylvania
$1.07M +$91K +777 +9%
CT
1292
Columbia Trust
Oregon
$1.07M +$33.1K +283 +3%
BCM
1293
Brown Capital Management
Maryland
$1.06M -$255K -2,182 -18%
ME
1294
McIlrath & Eck
Washington
$1.06M -$29.5K -252 -3%
MS
1295
Marshall & Sullivan
Washington
$1.06M +$117 +1 +0%
AFC
1296
AFT Forsyth & Company
Florida
$1.06M -$67.3K -575 -6%
SIC
1297
SFE Investment Counsel
California
$1.06M +$35.1K +300 +3%
LWAM
1298
Legacy Wealth Asset Management
Minnesota
$1.05M +$3.16K +27 +0.3%
OIA
1299
Optimum Investment Advisors
Illinois
$1.04M -$2.11M -18,002 -66%
BSA
1300
Braun Stacey Associates
New York
$1.04M

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.