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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
WCM
1901
Wedge Capital Management
North Carolina
$285K -$2.58K -22 -0.8%
FSA
1902
Financial Sense Advisors
California
$285K +$585 +5 +0.2%
TWM
1903
Titus Wealth Management
California
$285K +$303K +2,586 New
KA
1904
KLCM Advisors
Wisconsin
$284K -$58.5K -500 -16%
ACG
1905
Allen Capital Group
Nebraska
$284K -$37.9K -324 -11%
DI
1906
DFPG Investments
Utah
$284K +$21K +179 +8%
FNBOO
1907
First National Bank of Omaha
Nebraska
$283K -$36.2K -309 -11%
RHJA
1908
Rice Hall James & Associates
California
$283K
FAFN
1909
First Affirmative Financial Network
Colorado
$283K +$301K +2,569 New
FIA
1910
Foundations Investment Advisors
Arizona
$282K +$2.81K +24 +1%
IG
1911
Ithaka Group
Virginia
$281K
CCP
1912
Cardan Capital Partners
Colorado
$279K
WLPWM
1913
Walled Lake Planning & Wealth Management
Illinois
$279K
MA
1914
Modus Advisors
Minnesota
$279K +$36.2K +309 +14%
TF
1915
TimeScale Financial
Massachusetts
$278K +$1.05K +9 +0.4%
SF
1916
Symphony Financial
Texas
$277K -$104K -884 -26%
BMD
1917
Better Money Decisions
New Mexico
$277K -$4.92K -42 -2%
AWM
1918
AllSquare Wealth Management
New York
$276K
HIC
1919
Hartline Investment Corp
Illinois
$276K
HI
1920
Hoey Investments
Pennsylvania
$276K
PCMC
1921
Private Capital Management (Colorado)
Colorado
$276K +$62.5K +534 +27%
LF
1922
Lantz Financial
Illinois
$275K -$60.6K -518 -17%
JFA
1923
Johanson Financial Advisors
California
$274K -$34.7K -296 -11%
EWM
1924
EPG Wealth Management
Georgia
$274K +$22.4K +191 +8%
ESBC
1925
E.S. Barr & Co
Kentucky
$271K

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.