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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
MGIA
1376
Moneta Group Investment Advisors
Missouri
$870K +$78.3K +669 +9%
RCAG
1377
Rehmann Capital Advisory Group
Michigan
$869K -$48.2K -412 -5%
IHL
1378
Investment House LLC
California
$868K -$585 -5 -0.1%
PP
1379
Patten & Patten
Tennessee
$868K +$9.02K +77 +1%
MCM
1380
Marathon Capital Management
Maryland
$866K -$14.6K -125 -2%
SFG
1381
SevenBridge Financial Group
Pennsylvania
$865K -$15.6K -133 -2%
QP
1382
Quilter Plc
United Kingdom
$857K +$24.7K +211 +3%
APP
1383
Alpha Paradigm Partners
Illinois
$854K +$906K +7,742 New
PSP
1384
Principal Street Partners
Tennessee
$851K +$78.8K +673 +10%
PTB
1385
Pioneer Trust Bank
Oregon
$850K
CA
1386
Cambridge Advisors
Nebraska
$849K +$117 +1 +0%
AWA
1387
Alta Wealth Advisors
Massachusetts
$847K -$29.4K -251 -3%
SC
1388
Samlyn Capital
New York
$845K -$249K -2,128 -22%
FIM
1389
Freedom Investment Management
Connecticut
$845K +$11K +94 +1%
OIM
1390
Orca Investment Management
Oregon
$844K -$64.3K -549 -7%
FWP
1391
FAS Wealth Partners
Kansas
$844K +$132K +1,130 +17%
GL
1392
Graypoint LLC
New York
$843K +$205K +1,749 +30%
Jennison Associates
1393
Jennison Associates
New York
$840K +$892K +7,619 New
WMC
1394
Westwood Management Corporation
Illinois
$838K
CIAS
1395
Capital Investment Advisory Services
North Carolina
$833K -$88.9K -759 -9%
SB
1396
Simmons Bank
Arkansas
$832K -$20K -171 -2%
HCM
1397
Howland Capital Management
Massachusetts
$832K -$8.43K -72 -0.9%
AIC
1398
Archer Investment Corporation
Indiana
$831K
WAG
1399
Winthrop Advisory Group
Massachusetts
$830K -$103K -879 -10%
ATPW
1400
Ashton Thomas Private Wealth
Arizona
$824K -$2.81K -24 -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.