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
LWM
1476
Liberty Wealth Management
California
$692K +$102K +867 +16%
CBT
1477
CoreFirst Bank & Trust
Kansas
$691K -$19.4K -166 -3%
AP
1478
Americana Partners
Texas
$686K +$152K +1,302 +26%
VHAM
1479
Van Hulzen Asset Management
California
$684K
RIA
1480
Realta Investment Advisors
Delaware
$682K -$95.8K -818 -12%
ODG
1481
O'Dell Group
Ohio
$682K -$15.7K -134 -2%
BC
1482
Burney Company
Virginia
$678K -$144K -1,231 -17%
CWM
1483
Cedar Wealth Management
California
$677K +$419K +3,579 +140%
MKA
1484
M. Kulyk & Associates
Georgia
$677K +$719K +6,139 New
LCS
1485
Levin Capital Strategies
New York
$676K
AIP
1486
Almanack Investment Partners
Pennsylvania
$673K +$52K +444 +8%
PCA
1487
Pallas Capital Advisors
Massachusetts
$673K +$163K +1,393 +30%
SCG
1488
Sonata Capital Group
Washington
$672K +$14.1K +120 +2%
PVH
1489
Psagot Value Holdings
Israel
$668K +$23.4K +200 +3%
TSS
1490
Thomas Story & Son
Indiana
$666K
OFG
1491
OmniStar Financial Group
North Carolina
$665K +$706K +6,029 New
AWM
1492
Aries Wealth Management
Maine
$664K +$39.6K +338 +6%
LFA
1493
Legacy Financial Advisors
Kentucky
$659K +$93.9K +802 +16%
IA
1494
IFG Advisors
Missouri
$656K +$3.16K +27 +0.5%
NSAM
1495
North Star Asset Management
Wisconsin
$651K -$5.85K -50 -0.8%
BC
1496
Belmont Capital
California
$649K
PWAG
1497
Polaris Wealth Advisory Group
California
$647K -$39.7K -339 -6%
BFC
1498
Bedel Financial Consulting
Indiana
$646K -$5.85K -50 -0.8%
F
1499
F3Logic
Minnesota
$645K -$13.6K -116 -2%
DTC
1500
Davidson Trust Company
Washington
$645K +$37.4K +319 +6%

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.