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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
MMPW
1726
Mitchell McLeod Pugh & Williams
Alabama
$409K
AFA
1727
American Financial Advisors
Georgia
$409K +$117 +1 +0%
CIM
1728
Contravisory Investment Management
Massachusetts
$408K -$82.8K -707 -16%
LCOV
1729
London Company of Virginia
Virginia
$408K
SCI
1730
S&CO Inc
Massachusetts
$408K
MWM
1731
Modera Wealth Management
New Jersey
$408K +$194K +1,654 +81%
CI
1732
CX Institutional
Indiana
$406K +$22.6K +193 +6%
AOWM
1733
Alpha Omega Wealth Management
Virginia
$404K -$11.6K -99 -3%
CAM
1734
Cozad Asset Management
Illinois
$404K
Ninety One (UK)
1735
Ninety One (UK)
United Kingdom
$404K +$429K +3,664 New
WA
1736
Winfield Associates
Ohio
$403K
SG
1737
Stonnington Group
California
$403K +$25.3K +216 +6%
Q
1738
QVR
California
$403K +$222K +1,896 +108%
RWA
1739
River Wealth Advisors
Pennsylvania
$402K +$13.3K +114 +3%
SCM
1740
Schnieders Capital Management
California
$401K +$1.41K +12 +0.3%
MFG
1741
Magnus Financial Group
New York
$397K -$11.4K -97 -3%
BAM
1742
Blueshift Asset Management
New Jersey
$396K -$21.3M -182,254 -98%
FNBOH
1743
First National Bank of Hutchinson
Kansas
$395K -$1.99K -17 -0.5%
JMFC
1744
J.M. Forbes & Co
Massachusetts
$395K
TC
1745
Trust Company
Kansas
$394K -$5.74K -49 -1%
ST
1746
Somerset Trust
Pennsylvania
$393K +$84.3K +720 +25%
MCP
1747
Mirador Capital Partners
California
$391K -$1.52K -13 -0.4%
SWM
1748
Salvus Wealth Management
New Jersey
$391K +$16.6K +142 +4%
NAM
1749
NTV Asset Management
West Virginia
$391K +$35.4K +302 +9%
JF
1750
JSF Financial
California
$391K +$161K +1,372 +63%

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.