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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
KAM
1551
Knightsbridge Asset Management
California
$571K +$107K +910 +21%
HFM
1552
Harvest Fund Management
China
$571K +$161K +1,371 +36%
ARG
1553
Advisory Resource Group
Oklahoma
$570K +$8.31K +71 +1%
PP
1554
Pacifica Partners
Canada
$569K -$7.61K -65 -1%
BHB
1555
Bank Hapoalim BM
Israel
$569K
REMPR
1556
Roof Eidam Maycock Peralta (REMP)
California
$568K +$58.5K +500 +11%
RSC
1557
Red Spruce Capital
Pennsylvania
$563K -$9.13K -78 -2%
BONH
1558
Bank of New Hampshire
New Hampshire
$562K
HGWM
1559
Horst & Graben Wealth Management
Oregon
$560K +$351 +3 +0.1%
IWA
1560
Intercontinental Wealth Advisors
Texas
$559K -$162K -1,383 -21%
HCMG
1561
Howard Capital Management Group
California
$559K
SPWG
1562
Sage Private Wealth Group
Illinois
$556K -$14.5K -124 -2%
HRC
1563
Hoertkorn Richard Charles
$555K +$5.85K +50 +1%
AC
1564
Avestar Capital
New York
$554K -$24.2K -207 -4%
MPPW
1565
Mitchell & Pahl Private Wealth
Oklahoma
$554K +$12.2K +104 +2%
CAAS
1566
Capital Asset Advisory Services
Michigan
$554K +$49.3K +421 +9%
VBCG
1567
Valley Brook Capital Group
Pennsylvania
$547K
CGH
1568
CMG Global Holdings
Texas
$546K -$153K -1,308 -21%
BWM
1569
Blossom Wealth Management
California
$545K +$136K +1,161 +31%
LFAS
1570
Level Four Advisory Services
Texas
$544K -$1.22M -10,419 -68%
AIA
1571
AIMZ Investment Advisors
California
$543K -$36.4K -311 -6%
JLBC
1572
J.L. Bainbridge & Co
Florida
$542K +$20.6K +176 +4%
LA
1573
Legacy Advisors
Pennsylvania
$542K +$63.9K +546 +13%
BWM
1574
Bulltick Wealth Management
Florida
$541K +$82.3K +703 +17%
CNBTD
1575
Citizens National Bank Trust Department
Mississippi
$541K

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.