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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
HWMA
1801
Heritage Wealth Management (Arizona)
Arizona
$351K -$13.7K -117 -4%
LP
1802
LGL Partners
Pennsylvania
$351K +$468 +4 +0.1%
BL
1803
Balentine LLC
Georgia
$348K -$6.44K -55 -2%
EBA
1804
Eagle Bay Advisors
New York
$348K +$125K +1,066 +51%
SSWG
1805
Seven Springs Wealth Group
Tennessee
$347K
AWAG
1806
ARS Wealth Advisors Group
Florida
$346K +$367K +3,135 New
PWM
1807
Peterson Wealth Management
Nevada
$345K +$24.5K +209 +7%
FPCP
1808
Fort Point Capital Partners
California
$345K +$366K +3,128 New
OCM
1809
Osterweis Capital Management
California
$344K -$7.61K -65 -2%
STB
1810
S&T Bank
Pennsylvania
$344K +$18.6K +159 +5%
VWM
1811
Venturi Wealth Management
Texas
$343K -$76K -649 -17%
AIA
1812
Alera Investment Advisors
Illinois
$339K -$61.1K -522 -15%
FNBOSM
1813
First National Bank of South Miami
Florida
$337K -$585 -5 -0.2%
DOA
1814
D'Orazio & Associates
Virginia
$337K +$24.2K +207 +7%
WOC
1815
West Oak Capital
California
$336K
IP
1816
Investment Partners
Ohio
$336K +$100K +858 +39%
RWB
1817
RMR Wealth Builders
New Jersey
$336K +$119K +1,016 +50%
5L
1818
55I LLC
Massachusetts
$334K +$354K +3,024 New
FAG
1819
Financial Advisory Group
Texas
$332K +$234 +2 +0.1%
OWP
1820
Obermeyer Wealth Partners
Colorado
$332K +$5.04K +43 +1%
EPWM
1821
Essex Private Wealth Management
Massachusetts
$331K
AWG
1822
Altus Wealth Group
Colorado
$328K -$38.8K -331 -10%
MME
1823
Meag Munich Ergo
Germany
$327K -$3.81M -32,504 -92%
CFS
1824
CRA Financial Services
New Jersey
$327K -$95.8K -818 -22%
ZCA
1825
Zeke Capital Advisors
Pennsylvania
$326K +$346K +2,953 New

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.