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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
CYG
2126
Clean Yield Group
Vermont
$70K -$3.51K -30 -4%
CCMW
2127
Cypress Capital Management (Wyoming)
Wyoming
$68K
PPW
2128
Pasadena Private Wealth
California
$68K +$71.7K +612 New
ONST
2129
Old North State Trust
North Carolina
$65K
HL
2130
Harding Loevner
New Jersey
$64K
RWML
2131
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$64K +$5.15K +44 +8%
CFN
2132
Cordasco Financial Network
Florida
$63K -$585 -5 -0.9%
LWA
2133
Lowe Wealth Advisors
Maryland
$63K
ANBT
2134
American National Bank & Trust
Texas
$62K -$1.64K -14 -2%
TFIPS
2135
Towarzystwo Funduszy Inwestycyjnych PZU SA
$61.7K
HR
2136
Howe & Rusling
New York
$61K +$11.2K +96 +21%
CCM
2137
Cribstone Capital Management
Maine
$60K
EARNEST Partners
2138
EARNEST Partners
Georgia
$60K
WQ
2139
Wealth Quarterback
New Jersey
$59K -$345K -2,948 -48%
HWM
2140
HighMark Wealth Management
Minnesota
$58K +$234 +2 +0.4%
SAM
2141
S.A. Mason
Michigan
$57K
NR
2142
Newfound Research
Massachusetts
$56K +$59.4K +507 New
LF
2143
Lee Financial
Texas
$55K +$58K +495 New
GFPC
2144
Global Financial Private Client
Florida
$54.7K
FCM
2145
Firestone Capital Management
Florida
$53K
MWM
2146
Mascoma Wealth Management
New Hampshire
$52K +$55.1K +471 New
RCA
2147
Ranch Capital Advisors
Florida
$50K +$13.9K +119 +36%
LWA
2148
Lenox Wealth Advisors
New York
$49K -$4.57K -39 -8%
GG
2149
Gleason Group
Kentucky
$49K +$234 +2 +0.5%
FFA
2150
Freedman Financial Associates
Massachusetts
$49K +$5.5K +47 +12%

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.