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
CBN
1751
Cadence Bank NA
Texas
$389K -$468 -4 -0.1%
GPFA
1752
Game Plan Financial Advisors
Ohio
$389K
EAM
1753
Evanson Asset Management
California
$389K +$1.99K +17 +0.5%
EP
1754
Edgestream Partners
New Jersey
$386K -$2.91M -24,833 -88%
SAM
1755
Strategy Asset Managers
California
$383K -$1.52K -13 -0.4%
WPP
1756
Whalerock Point Partners
Rhode Island
$383K
FWM
1757
Fairhaven Wealth Management
Illinois
$382K -$7.26K -62 -2%
CBFP
1758
Cedar Brook Financial Partners
Ohio
$381K -$24.4K -208 -6%
HHGA
1759
Halbert Hargrove Global Advisors
California
$380K +$4.1K +35 +1%
AAP
1760
Arax Advisory Partners
Colorado
$380K +$20.3K +173 +5%
CC
1761
Constitution Capital
Connecticut
$378K -$23.4K -200 -6%
ISL
1762
Ingalls & Snyder LLC
New York
$378K -$3.98K -34 -1%
EP
1763
EPIQ Partners
Minnesota
$378K -$234 -2 -0.1%
LFGH
1764
Lee Financial Group Hawaii
Hawaii
$378K +$1.41K +12 +0.4%
ACS
1765
Archford Capital Strategies
Illinois
$377K +$51.6K +441 +15%
AP
1766
Appleton Partners
Massachusetts
$374K -$3.75K -32 -0.9%
RI
1767
Ridgewood Investments
New Jersey
$373K -$141K -1,208 -26%
CCP
1768
Clarkston Capital Partners
Michigan
$372K -$79.1K -676 -17%
CC
1769
Corsicana & Co
Texas
$372K
SIC
1770
Samalin Investment Counsel
New York
$372K +$117 +1 +0%
NDSI
1771
Newman Dignan & Sheerar Inc
Rhode Island
$372K +$39.3K +336 +11%
PWM
1772
PBMares Wealth Management
Virginia
$369K +$117 +1 +0%
KW
1773
KWB Wealth
California
$367K +$390K +3,330 New
JFA
1774
JNBA Financial Advisors
Minnesota
$365K
WWM
1775
Wolff Wiese Magana
California
$364K -$1.33M -11,401 -78%

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.