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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
SIA
1451
Soltis Investment Advisors
Utah
$733K +$49.3K +421 +7%
ECA
1452
Elevated Capital Advisors
Utah
$731K +$776K +6,628 New
BCM
1453
Blume Capital Management
California
$728K
DBIA
1454
Dumont & Blake Investment Advisors
New Jersey
$728K +$5.85K +50 +0.8%
WKWM
1455
Walter & Keenan Wealth Management
Indiana
$723K -$108K -924 -12%
WA
1456
WP Advisors
California
$723K +$2.93K +25 +0.4%
GSWM
1457
Golden State Wealth Management
California
$723K +$12.4K +106 +2%
BFO
1458
Boston Family Office
Massachusetts
$723K +$73.3K +626 +11%
SAG
1459
Spotlight Asset Group
Illinois
$722K -$394K -3,361 -34%
IWA
1460
Inspirion Wealth Advisors
Illinois
$717K
CCA
1461
Cobblestone Capital Advisors
New York
$716K -$9.02K -77 -1%
XF
1462
XML Financial
Maryland
$716K +$75.1K +641 +11%
GIA
1463
GHP Investment Advisors
Colorado
$715K +$1.41K +12 +0.2%
TA
1464
TFG Advisers
Michigan
$714K +$10.3K +88 +1%
SCI
1465
Stableford Capital II
Arizona
$709K -$18.7K -160 -2%
NB
1466
NBT Bank
New York
$703K
BBNA
1467
Bremer Bank National Association
Minnesota
$702K -$43.8K -374 -6%
FFS
1468
Founders Financial Securities
Maryland
$702K -$4.45K -38 -0.6%
EN1L
1469
Engine No 1 LLC
California
$702K +$305K +2,602 +69%
GPA
1470
Garrison Point Advisors
California
$701K +$14.1K +120 +2%
XT
1471
XTX Topco
Cayman Islands
$700K +$445K +3,803 +149%
FGAM
1472
Financial Gravity Asset Management
Texas
$698K -$705K -6,019 -53%
GC
1473
Giverny Capital
Quebec, Canada
$698K
GWM
1474
Gitterman Wealth Management
New Jersey
$694K +$251K +2,140 +52%
ZF
1475
Zhang Financial
Michigan
$694K +$288K +2,464 +64%

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.