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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
AP
2076
Atwood & Palmer
Missouri
$162K
FMTCOCP
2077
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$160K -$1.72M -14,716 -91%
CFD
2078
Creative Financial Designs
Indiana
$160K -$937 -8 -0.5%
POIA
2079
Pin Oak Investment Advisors
Texas
$159K -$9.37K -80 -5%
SMG
2080
Spectrum Management Group
Indiana
$156K +$56.9K +486 +52%
CFA
2081
Cahill Financial Advisors
Minnesota
$151K +$160K +1,368 New
JEST
2082
JTC Employer Solutions Trustee
Jersey
$138K
CAL
2083
Capital Advisors Ltd
Ohio
$136K +$70.3K +600 +95%
TCWA
2084
Ten Capital Wealth Advisors
Washington
$135K -$2.75M -23,487 -95%
SIS
2085
Sound Income Strategies
Florida
$126K -$1.52K -13 -1%
FMT
2086
First Mercantile Trust
Tennessee
$122K -$630K -5,385 -83%
CA
2087
Crewe Advisors
Utah
$122K
HIM
2088
Hillsdale Investment Management
Ontario, Canada
$120K +$74.3K +635 +141%
BA
2089
Bellwether Advisors
Nebraska
$119K +$12.3K +105 +11%
HCM
2090
Highlander Capital Management
New Jersey
$116K
WR
2091
WD Rutherford
Oregon
$115K +$78.4K +670 +181%
KA
2092
Kozak & Associates
Colorado
$113K +$119K +1,014 New
SC
2093
Sierra Capital
Florida
$109K
LPIC
2094
LeJeune Puetz Investment Counsel
Michigan
$107K +$114K +971 New
YAL
2095
Your Advocates Ltd
Texas
$101K
BEI
2096
Benjamin Edwards Inc
Missouri
$101K +$53.7K +459 +100%
PSB
2097
Piscataqua Savings Bank
New Hampshire
$98K
HI
2098
Hudock Inc
Pennsylvania
$96K +$351 +3 +0.3%
MAWCM
2099
Mine & Arao Wealth Creation & Management
California
$95K +$351 +3 +0.3%
MWC
2100
MBM Wealth Consultants
Missouri
$93K

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.