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
CRCM
1651
Corbett Road Capital Management
Virginia
$461K +$36.6K +313 +8%
WSCM
1652
Wellington Shields Capital Management
New York
$460K -$333K -2,845 -41%
NPF
1653
Norris Perne & French
Michigan
$459K
PIM
1654
Profit Investment Management
Maryland
$458K
MMM
1655
Mendel Money Management
Illinois
$457K
OC
1656
Oakworth Capital
Alabama
$457K
PSF
1657
Pacific Sun Financial
California
$456K +$484K +4,137 New
DDC
1658
DF Dent & Co
Maryland
$454K +$21.7K +185 +5%
D
1659
Diversified
Delaware
$452K +$1.64K +14 +0.3%
TIP
1660
Torray Investment Partners
Maryland
$451K
WPC
1661
Waters Parkerson & Co
Louisiana
$451K
FCB
1662
First Command Bank
Texas
$451K +$3.4K +29 +0.7%
FCFS
1663
First Command Financial Services
Texas
$451K +$3.4K +29 +0.7%
PMFA
1664
Plante Moran Financial Advisors
Michigan
$450K -$224K -1,917 -32%
EB
1665
Eastern Bank
Massachusetts
$450K -$16.4K -140 -3%
SC
1666
SouthState Corp
Florida
$450K +$1.29K +11 +0.3%
GC
1667
Gratus Capital
Georgia
$450K +$33.7K +288 +8%
IIM
1668
Ipswich Investment Management
Massachusetts
$449K +$28.7K +245 +6%
AWM
1669
Aevitas Wealth Management
Massachusetts
$448K +$24.7K +211 +5%
OWA
1670
One Wealth Advisors
California
$447K -$127K -1,085 -21%
BWA
1671
BDO Wealth Advisors
Florida
$447K -$19.9K -170 -4%
JBA
1672
Johnson Bixby & Associates
Washington
$446K
FCFC
1673
First Commonwealth Financial Corp
Pennsylvania
$445K -$21K -179 -4%
AAM
1674
Autus Asset Management
Arizona
$445K
WAM
1675
WNY Asset Management
New York
$445K +$42.9K +366 +10%

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.