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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
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
$84.3M +$14.9M +127,432 +20%
LCP
127
LGT Capital Partners
Switzerland
$84M +$16.7M +142,260 +23%
BTW
128
Boston Trust Walden
Massachusetts
$83.1M -$2.3M -19,643 -3%
First Trust Advisors
129
First Trust Advisors
Illinois
$82.8M +$1.47M +12,529 +2%
CIM
130
Confluence Investment Management
Missouri
$82.7M -$5.94M -50,713 -6%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$81.9M -$495K -4,226 -0.6%
State of Tennessee, Department of Treasury
132
State of Tennessee, Department of Treasury
Tennessee
$81.7M -$1.26M -10,786 -1%
BGCP
133
Bristol Gate Capital Partners
Ontario, Canada
$81.1M +$1.97M +16,822 +2%
Axa
134
Axa
France
$80.1M +$3.43M +29,323 +4%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$79.7M +$3.12M +26,625 +4%
CAM
136
Cresset Asset Management
Illinois
$79.6M +$517K +4,416 +0.6%
William Blair Investment Management
137
William Blair Investment Management
Illinois
$79.2M -$1.29M -11,042 -2%
Citadel Advisors
138
Citadel Advisors
Florida
$78.3M +$22.8M +194,791 +38%
Commonwealth Equity Services
139
Commonwealth Equity Services
Massachusetts
$77.7M -$679K -5,801 -0.8%
Mitsubishi UFJ Trust & Banking
140
Mitsubishi UFJ Trust & Banking
Japan
$77.6M -$3.01M -25,670 -4%
AT
141
AMF Tjänstepension
Sweden
$76.8M +$3.76M +32,152 +5%
Osaic Holdings
142
Osaic Holdings
Arizona
$76.4M +$2.52M +21,561 +3%
State of New Jersey Common Pension Fund D
143
State of New Jersey Common Pension Fund D
New Jersey
$76M -$691K -5,900 -0.8%
Toronto Dominion Bank
144
Toronto Dominion Bank
Ontario, Canada
$75.8M -$7.84M -66,979 -9%
Bessemer Group
145
Bessemer Group
New Jersey
$74.6M +$790K +6,749 +1%
Connor, Clark & Lunn Investment Management (CC&L)
146
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$74.6M -$1.93M -16,492 -2%
BNP Paribas Asset Management
147
BNP Paribas Asset Management
France
$73.8M +$5.78M +49,386 +8%
PNC Financial Services Group
148
PNC Financial Services Group
Pennsylvania
$70.9M +$248K +2,118 +0.3%
ASC
149
Atalanta Sosnoff Capital
New York
$68.7M -$294K -2,508 -0.4%
GT
150
Glenmede Trust
Pennsylvania
$66.9M +$39.7M +339,098 +127%

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.