We are live on ! Find out more
SBUX icon

Starbucks

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
PWP
1301
Principle Wealth Partners
Connecticut
$1.04M
CA
1302
Clearstead Advisors
Ohio
$1.04M +$54.7K +467 +5%
PA
1303
Procyon Advisors
Connecticut
$1.04M +$78.2K +668 +8%
AC
1304
Abbrea Capital
California
$1.03M -$6.44K -55 -0.6%
DL
1305
DOHJ LLC
Washington
$1.03M +$24K +205 +2%
FMLI
1306
Fukoku Mutual Life Insurance
Japan
$1.03M -$743K -6,350 -40%
BIA
1307
Bigelow Investment Advisors
Maine
$1.03M +$39.3K +336 +4%
ST
1308
Sageworth Trust
Pennsylvania
$1.03M -$29.3K -250 -3%
BCP
1309
Berkeley Capital Partners
Georgia
$1.03M +$2.93K +25 +0.3%
BCM
1310
Bluefin Capital Management
New York
$1.02M +$1.09M +9,293 New
FCA
1311
FLC Capital Advisors
California
$1.02M
CCMT
1312
CMT Capital Markets Trading
Germany
$1.02M -$417K -3,559 -28%
FMTC
1313
Farmers & Merchants Trust Company
California
$1.02M +$387K +3,302 +56%
SIG
1314
Sargent Investment Group
Maryland
$1.02M -$2.34K -20 -0.2%
CFMC
1315
Curbstone Financial Management Corp
New Hampshire
$1.02M +$8.2K +70 +0.8%
OIA
1316
OneDigital Investment Advisors
Kansas
$1.02M +$133K +1,137 +14%
CF
1317
Copperwynd Financial
Arizona
$1.01M +$76.2K +651 +8%
LWA
1318
Lineweaver Wealth Advisors
Ohio
$1M +$51.8K +442 +5%
MBTD
1319
Mechanics Bank - Trust Department
California
$1M +$116K +988 +12%
SFA
1320
Sequoia Financial Advisors
Ohio
$1M -$2.03M -17,301 -66%
NL
1321
Navalign LLC
California
$998K -$11.2K -96 -1%
PFWA
1322
Paces Ferry Wealth Advisors
Georgia
$997K -$1.41K -12 -0.1%
Members Trust
1323
Members Trust
Florida
$993K -$14.1K -120 -1%
Verition Fund Management
1324
Verition Fund Management
Connecticut
$992K +$1.05M +8,992 New
CHJWM
1325
Carlton Hofferkamp & Jenks Wealth Management
Texas
$990K +$2.34K +20 +0.2%

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.