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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
FNT
1626
First National Trust
Pennsylvania
$496K +$5.27K +45 +1%
MC
1627
Matisse Capital
Oregon
$490K
FBB
1628
Fulton Breakefield Broenniman
Maryland
$488K -$5.74K -49 -1%
4WM
1629
44 Wealth Management
Oregon
$488K -$5.39K -46 -1%
MFS
1630
Mirabella Financial Services
United Kingdom
$488K +$518K +4,423 New
HCP
1631
Holt Capital Partners
Texas
$485K
IA
1632
Insight Advisors
Pennsylvania
$483K -$309K -2,641 -38%
NP
1633
Ninepoint Partners
Ontario, Canada
$479K
PP
1634
PDS Planning
Ohio
$479K +$24.1K +206 +5%
FAN
1635
Financial Advisors Network
California
$479K +$26.8K +229 +6%
VCG
1636
Vantage Consulting Group
Virginia
$478K -$23.9K -204 -4%
CCM
1637
Cox Capital Management
Massachusetts
$477K +$3.75K +32 +0.7%
VDI
1638
Vaughan David Investments
Illinois
$475K -$19.9K -170 -4%
BWG
1639
Beta Wealth Group
California
$475K +$27.9K +238 +6%
DIA
1640
Dana Investment Advisors
Wisconsin
$473K +$10.1K +86 +2%
LWANC
1641
Laurel Wealth Advisors (North Carolina)
North Carolina
$472K -$12.5K -107 -2%
PFA
1642
Paradigm Financial Advisors
Missouri
$471K
JSL
1643
JT Stratford LLC
Georgia
$471K +$23.5K +201 +5%
NCMW
1644
Northern Capital Management (Washington)
Washington
$468K +$6.09K +52 +1%
VNA
1645
Valley National Advisers
Pennsylvania
$467K +$13.1K +112 +3%
MMA
1646
Miracle Mile Advisors
California
$467K +$35.7K +305 +8%
CFG
1647
Cooper Financial Group
California
$465K +$33.4K +285 +7%
CPWA
1648
Cerro Pacific Wealth Advisors
California
$464K -$115K -979 -19%
FMWA
1649
Forvis Mazars Wealth Advisors
Missouri
$464K +$80.8K +690 +20%
TWM
1650
TMD Wealth Management
Arizona
$463K +$234 +2 +0%

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.