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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
PB
1676
Pinnacle Bancorp
Nebraska
$442K +$17.4K +149 +4%
Aristotle Capital Management
1677
Aristotle Capital Management
California
$441K
MIM
1678
Moseley Investment Management
Florida
$440K +$40.4K +345 +10%
BFA
1679
Beaumont Financial Advisors
Massachusetts
$439K -$11.7K -100 -2%
LIM
1680
Leavell Investment Management
Alabama
$439K -$11.7K -100 -2%
LRIA
1681
Leonard Rickey Investment Advisors
Washington
$439K +$3.98K +34 +0.9%
GI
1682
Gradient Investments
Minnesota
$439K +$7.84K +67 +2%
KIG
1683
Kessler Investment Group
Indiana
$439K +$465K +3,975 New
WW
1684
Westshore Wealth
California
$438K -$84.5K -722 -15%
NRS
1685
Neville Rodie & Shaw
New York
$438K
SMA
1686
Sage Mountain Advisors
Georgia
$438K +$140K +1,193 +43%
NIM
1687
NuWave Investment Management
New Jersey
$437K -$124K -1,060 -21%
JHCP
1688
Jackson Hole Capital Partners
Oklahoma
$437K
AFM
1689
Abbot Financial Management
Massachusetts
$437K +$820 +7 +0.2%
DC
1690
DeDora Capital
California
$435K +$71.4K +610 +18%
CCWA
1691
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$433K -$35.8K -306 -7%
SP
1692
Successful Portfolios
Florida
$433K +$468 +4 +0.1%
SMC
1693
Smith, Moore & Co
Missouri
$431K +$36.3K +310 +9%
MSFS
1694
Main Street Financial Solutions
Pennsylvania
$431K +$107K +912 +30%
VWM
1695
Vigilare Wealth Management
Arizona
$430K -$28.6K -244 -6%
TWP
1696
Tempus Wealth Planning
California
$429K +$43K +367 +10%
CBTWT
1697
Community Bank & Trust (Waco, Texas)
Texas
$429K +$56.4K +482 +14%
FBT
1698
First Bank & Trust
South Dakota
$428K
KFA
1699
Krane Funds Advisors
New York
$426K -$114K -970 -20%
GCP
1700
Gill Capital Partners
Colorado
$424K

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.