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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
FIB
2001
First Interstate Bank
Montana
$223K
ACA
2002
Ascension Capital Advisors
Texas
$221K
SPIO
2003
Seven Post Investment Office
California
$221K
VAM
2004
Veritas Asset Management
United Kingdom
$221K
SLWA
2005
San Luis Wealth Advisors
California
$221K +$235K +2,003 New
OWA
2006
Octavia Wealth Advisors
Ohio
$221K +$235K +2,004 New
GAB
2007
German American Bancorp
Indiana
$220K -$82.3K -703 -26%
UIA
2008
UBP Investment Advisors
Switzerland
$220K
ACM
2009
Allred Capital Management
Texas
$220K +$234 +2 +0.1%
CWA
2010
Clearview Wealth Advisors
Oregon
$220K +$468 +4 +0.2%
GD
2011
Grandfield & Dodd
New York
$220K +$231K +1,975 New
SFS
2012
Summit Financial Strategies
Ohio
$219K +$234 +2 +0.1%
SCA
2013
STALEY CAPITAL ADVISERS
Pennsylvania
$219K +$5.85K +50 +3%
NFG
2014
Nadler Financial Group
Illinois
$218K -$8.08K -69 -3%
GAG
2015
GM Advisory Group
New York
$218K -$234 -2 -0.1%
WAAG
2016
Wealth Alliance Advisory Group
Kansas
$218K
WCM
2017
WealthBridge Capital Management
Ohio
$218K +$351 +3 +0.2%
B
2018
Bridgeworth
Alabama
$218K +$232K +1,979 New
AWM
2019
Adams Wealth Management
Utah
$217K
RP
2020
Rowlandmiller & Partners
Georgia
$216K -$582K -4,975 -63%
SF
2021
Summit Financial
New Jersey
$215K +$228K +1,951 New
COI
2022
Connable Office Inc
Michigan
$215K
TCPWM
2023
Traverso Chambers Private Wealth Management
California
$215K +$1.05K +9 +0.5%
NEGWA
2024
New England Guild Wealth Advisors
Connecticut
$215K +$2.34K +20 +1%
OPWM
2025
Oxinas Partners Wealth Management
Indiana
$214K -$103K -881 -31%

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.