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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
KP
1501
Keel Point
Alabama
$642K +$32.1K +274 +5%
BCA
1502
Bay Colony Advisors
Massachusetts
$642K +$44K +376 +7%
NB
1503
Nicolet Bankshares
Wisconsin
$639K -$120K -1,028 -15%
MFG
1504
Menard Financial Group
Texas
$638K -$140K -1,195 -17%
SIC
1505
Salem Investment Counselors
North Carolina
$638K +$12.1K +103 +2%
GWS
1506
Glassman Wealth Services
Virginia
$637K +$33.7K +288 +5%
TSWM
1507
Triangle Securities Wealth Management
North Carolina
$636K -$2.69K -23 -0.4%
SCM
1508
Stordahl Capital Management
Colorado
$634K
DJSG
1509
D.J. St. Germain
Massachusetts
$632K
EM
1510
Excalibur Management
Massachusetts
$632K
CCFM
1511
Clear Creek Financial Management
Washington
$632K +$457K +3,900 +214%
IWS
1512
Insight Wealth Strategies
California
$630K +$27.2K +232 +4%
TIA
1513
Tiemann Investment Advisors
California
$628K
TSS
1514
Two Sigma Securities
New York
$628K +$320K +2,732 +92%
SDAM
1515
Shulman DeMeo Asset Management
New York
$625K +$664K +5,669 New
AIM
1516
Acropolis Investment Management
Missouri
$623K -$38.6K -330 -5%
SFA
1517
Source Financial Advisors
New York
$623K -$8.78K -75 -1%
TF
1518
Threadgill Financial
Texas
$618K +$648K +5,537 New
SAM
1519
SignalPoint Asset Management
Missouri
$617K -$7.84K -67 -1%
PWMG
1520
Pinnacle Wealth Management Group
Michigan
$616K -$87.8K -750 -12%
VAM
1521
Verity Asset Management
North Carolina
$614K -$51.6K -441 -7%
ST
1522
Spinnaker Trust
Maine
$612K
CAM
1523
Covenant Asset Management
New Jersey
$611K +$57.4K +490 +10%
LAM
1524
LifePro Asset Management
California
$609K +$26.9K +230 +4%
DLG
1525
Daniel L. Goodwin
$607K

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.