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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
TFS
2026
TrustCore Financial Services
Tennessee
$214K +$40.9K +349 +22%
BIP
2027
Blueprint Investment Partners
North Carolina
$214K +$227K +1,943 New
GF
2028
Gries Financial
Ohio
$213K -$8.78K -75 -4%
BHC
2029
Bowen Hanes & Co
Florida
$212K
CA
2030
Crumly & Associates
Illinois
$212K
HPCM
2031
Hunter Perkins Capital Management
Illinois
$212K
PIFP
2032
Partners in Financial Planning
Virginia
$211K +$5.39K +46 +2%
MAM
2033
Mastrapasqua Asset Management
Tennessee
$210K -$43.1K -368 -16%
MWM
2034
Mattern Wealth Management
Kansas
$210K -$8.43K -72 -4%
BFIM
2035
Beese Fulmer Investment Management
Ohio
$210K
IDBONY
2036
Israel Discount Bank of New York
New York
$210K +$222K +1,900 New
CWC
2037
Carolinas Wealth Consulting
North Carolina
$209K -$113K -965 -34%
CWA
2038
Capital Wealth Alliance
Arizona
$209K -$11K -94 -5%
BCM
2039
Bienville Capital Management
New York
$209K
PFA
2040
Pure Financial Advisors
California
$209K +$222K +1,892 New
PL
2041
Plancorp LLC
Missouri
$209K +$222K +1,898 New
FPCM
2042
Financial Partners Capital Management
New York
$209K
SW
2043
StrongBox Wealth
Missouri
$208K -$116K -991 -34%
RIM
2044
Regent Investment Management
Kentucky
$208K -$2.93K -25 -1%
HCIA
2045
Hochman Cole Investment Advisors
Illinois
$208K
CCM
2046
Carderock Capital Management
Maryland
$207K -$1.78M -15,162 -89%
AI
2047
AdvisorShares Investments
Maryland
$207K -$43.1K -368 -16%
MA
2048
Mezzasalma Advisors
New Jersey
$207K
SAM
2049
Sompo Asset Management
Japan
$207K
PA
2050
PSI Advisors
Florida
$207K +$5.74K +49 +3%

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.