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
RM
1526
Resource Management
Louisiana
$607K +$585 +5 +0.1%
TCMP
1527
Thrive Capital Management (Pennsylvania)
Pennsylvania
$604K -$26.5K -226 -4%
SMH
1528
Sanders Morris Harris
Texas
$603K
FP
1529
Foundry Partners
Minnesota
$603K +$19.4K +166 +3%
IFG
1530
Investors Financial Group
Minnesota
$600K +$351 +3 +0.1%
SGK
1531
Steigerwald Gordon & Koch
Virginia
$600K +$2.93K +25 +0.5%
GIM
1532
Groesbeck Investment Management
New Jersey
$599K -$148K -1,264 -19%
TFS
1533
Thoroughbred Financial Services
Tennessee
$596K +$12.5K +107 +2%
Financial Engines Advisors
1534
Financial Engines Advisors
California
$595K -$18.1K -155 -3%
SFG
1535
SNS Financial Group
Minnesota
$593K -$5.97K -51 -0.9%
PWPS
1536
Pinnacle Wealth Planning Services
Ohio
$592K +$163K +1,392 +35%
CWP
1537
Capital Wealth Planning
Florida
$591K -$1.76K -15 -0.3%
RCM
1538
Regency Capital Management
Hawaii
$590K +$68.5K +585 +12%
TC
1539
Tacita Capital
Ontario, Canada
$587K
YIH
1540
Y-Intercept (HK)
Hong Kong
$583K +$619K +5,289 New
DA
1541
Doliver Advisors
Texas
$580K +$64.3K +549 +12%
NAS
1542
Nicolet Advisory Services
Wisconsin
$579K +$117 +1 +0%
NHC
1543
Nicholas Hoffman & Company
Georgia
$578K -$1.52K -13 -0.2%
MBT
1544
Montecito Bank & Trust
California
$577K +$69.4K +593 +13%
C
1545
Certuity
Florida
$575K -$36.2K -309 -6%
WA
1546
Waverly Advisors
Alabama
$575K +$54.4K +465 +10%
FC
1547
Ferris Capital
Massachusetts
$575K +$604K +5,159 New
FPWM
1548
FSB Premier Wealth Management
Iowa
$572K -$83.5K -713 -12%
PWMG
1549
Prestige Wealth Management Group
New Jersey
$572K +$101K +861 +20%
SFG
1550
Summit Financial Group
West Virginia
$571K

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.