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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
LB
2176
Legacy Bridge
Iowa
$33K
RA
2177
Resolute Advisors
California
$33K
ZC
2178
Zeit Capital
Colorado
$33K
CDIA
2179
Capital Directions Investment Advisors
Georgia
$32K +$34K +290 New
CFO
2180
CVA Family Office
Colorado
$31K -$368K -3,145 -90%
RIM
2181
Rockbridge Investment Management
New York
$30K -$13.7K -117 -30%
APW
2182
Acima Private Wealth
Virginia
$29K
FWM
2183
Focused Wealth Management
New York
$29K
CPWM
2184
Cypress Point Wealth Management
Texas
$29K +$117 +1 +0.4%
HF
2185
Halpern Financial
Virginia
$28.9K -$108K -921 -78%
CWA
2186
Carolina Wealth Advisors
South Carolina
$28K
NC
2187
NewSquare Capital
Pennsylvania
$27K
EL
2188
EMFO LLC
Florida
$26K
TCM
2189
TD Capital Management
Tennessee
$26K +$117 +1 +0.4%
COCM
2190
Charter Oak Capital Management
New Hampshire
$25K
WWMSC
2191
Wagner Wealth Management (South Carolina)
South Carolina
$25K
BIA
2192
Bell Investment Advisors
California
$25K +$27K +231 New
PP
2193
PrairieView Partners
Minnesota
$24K
RTL
2194
Red Tortoise LLC
Georgia
$24K +$33.3K +284 New
DRS
2195
Deane Retirement Strategies
Louisiana
$23K
UFF
2196
USA Financial Formulas
Michigan
$23K +$19K +162 +360%
JWM
2197
Jackson Wealth Management
Florida
$23K +$73.4K +627 +2%
MRCM
2198
M&R Capital Management
New Jersey
$22K
OAJ
2199
Ogorek Anthony Joseph
New York
$22K
VCM
2200
Vigilant Capital Management
Maine
$21K -$211K -1,800 -90%

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.