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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
GLA
1426
Good Life Advisors
Pennsylvania
$784K -$81.5K -696 -9%
AB
1427
Atlas Brown
Kentucky
$782K +$117 +1 +0%
JWA
1428
JFS Wealth Advisors
Pennsylvania
$782K +$123K +1,049 +17%
PG
1429
Pendal Group
Australia
$781K +$49.5K +423 +6%
TWA
1430
TCI Wealth Advisors
Arizona
$780K +$3.51K +30 +0.4%
USCWA
1431
U.S. Capital Wealth Advisors
Texas
$778K +$826K +7,052 New
LPT
1432
Legacy Private Trust
Wisconsin
$777K +$824K +7,040 New
CA
1433
Continuum Advisory
Idaho
$775K +$32.5K +278 +4%
CP
1434
Covenant Partners
Tennessee
$771K
OIM
1435
Oder Investment Management
California
$770K +$75.4K +644 +10%
PP
1436
Patron Partners
Texas
$769K +$7.49K +64 +0.9%
WFA
1437
Wellspring Financial Advisors
Ohio
$764K -$16.9K -144 -2%
EW
1438
Evoke Wealth
California
$762K -$3.07M -26,249 -79%
WP
1439
WMS Partners
Maryland
$758K +$9.02K +77 +1%
RW
1440
Rede Wealth
Virginia
$754K -$5.27K -45 -0.7%
LC
1441
Lindbrook Capital
California
$754K +$1.05K +9 +0.1%
HL
1442
HeadInvest LLC
Maine
$753K
FHA
1443
Flagship Harbor Advisors
Massachusetts
$751K
CWM
1444
Cornerstone Wealth Management
Missouri
$746K -$351 -3 -0%
AIA
1445
Allied Investment Advisors
Montana
$743K
HPC
1446
HM Payson & Co
Maine
$741K +$21.9K +187 +3%
CIM
1447
CIM Investment Management
Pennsylvania
$736K -$4.33K -37 -0.6%
BFM
1448
Boston Financial Management
Massachusetts
$735K +$135K +1,150 +21%
BEAM
1449
Baker Ellis Asset Management
Washington
$734K
RIA
1450
Regal Investment Advisors
Michigan
$734K +$1.41K +12 +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.