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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
OCM
2101
Orion Capital Management
California
$93K +$6.56K +56 +7%
WBC
2102
West Branch Capital
Massachusetts
$92K
SAM
2103
Strategic Asset Management
Minnesota
$90K +$93.7K +800 New
FMP
2104
Financial Management Professionals
Texas
$88K +$23.5K +201 +34%
EI
2105
Ellevest Inc
New York
$87K -$43K -367 -32%
TWM
2106
Tradition Wealth Management
Minnesota
$87K +$117 +1 +0.1%
MGIM
2107
M&G Investment Management
United Kingdom
$85.4K +$20.8M +177,918 +30%
GEA
2108
Glen Eagle Advisors
New Jersey
$84.1K
HIIFS
2109
Harel Insurance Investments & Financial Services
Israel
$83K -$482K -4,116 -85%
GWMIA
2110
Global Wealth Management Investment Advisory
Florida
$81K -$1.81M -15,500 -95%
SC
2111
Solstein Capital
California
$81K -$342K -2,920 -80%
CCA
2112
Column Capital Advisors
Indiana
$81K -$2.34K -20 -3%
AWM
2113
Activest Wealth Management
Florida
$79K +$5.04K +43 +6%
JPLA
2114
Joseph P. Lucia & Associates
New York
$79K +$54.1K +462 +180%
CWP
2115
Concord Wealth Partners
Virginia
$77K -$124K -1,062 -60%
AWM
2116
Accel Wealth Management
Iowa
$77K -$2.93K -25 -3%
RCC
2117
Red Cedar Capital
Nebraska
$77K
TIM
2118
Tortoise Investment Management
New York
$76K -$5.85K -50 -7%
AL
2119
ADE LLC
Maryland
$76K
AW
2120
Avion Wealth
Texas
$75K +$117 +1 +0.1%
SWM
2121
Selective Wealth Management
Virginia
$74K
TFO
2122
Tarbox Family Office
California
$74K +$234 +2 +0.3%
CTB
2123
Country Trust Bank
Illinois
$73K
WFA
2124
West Financial Advisors
Iowa
$73K +$117 +1 +0.2%
SFP
2125
Sterling Financial Planning
New Jersey
$73K +$11.7K +100 +18%

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.