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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
CA
2201
Centerpoint Advisors
Massachusetts
$21K +$3.4K +29 +18%
JGIA
2202
Jackson Grant Investment Advisers
Connecticut
$20K -$585 -5 -3%
GCM
2203
Gladius Capital Management
Illinois
$20K +$3.63K +31 +21%
IWA
2204
IBEX Wealth Advisors
New Jersey
$20K +$21.3K +182 New
LJHT
2205
Laurie J. Hall Trustee
$19K -$2.93K -25 -12%
TCCM
2206
Timber Creek Capital Management
Massachusetts
$19K
ECM
2207
Estabrook Capital Management
New York
$18.5K
WIA
2208
Wealthstreet Investment Advisors
Texas
$17K -$228K -1,950 -93%
CPC
2209
Consolidated Planning Corp
Georgia
$17K +$17.7K +151 New
EWM
2210
Edge Wealth Management
New York
$16K +$7.26K +62 +75%
FP
2211
Financial Perspectives
Minnesota
$15.7K +$117 +1 +0.7%
RBC
2212
Roble Belko & Company
Pennsylvania
$15K
HFM
2213
Hartford Financial Management
Connecticut
$15K +$1.52K +13 +11%
ACA
2214
Atlas Capital Advisors
Wyoming
$13.6K
BFG
2215
Baron Financial Group
New Jersey
$13.2K
AWM
2216
Atticus Wealth Management
Florida
$13K -$43.4K -371 -76%
MFT
2217
Moisand Fitzgerald Tamayo
Florida
$13K +$234 +2 +2%
CFFP
2218
Center for Financial Planning
Michigan
$12K
CCC
2219
Crescent Capital Consulting
Louisiana
$12K
FEG
2220
Financial Enhancement Group
Indiana
$12K +$12.8K +109 New
CAM
2221
ClariVest Asset Management
California
$11K -$691K -5,900 -98%
MAM
2222
McCarthy Asset Management
California
$11K -$185K -1,583 -94%
IF
2223
Ironwood Financial
Arizona
$11K
TJHA
2224
Thomas J. Herzfeld Advisors
Florida
$11K
FA
2225
Fortis Advisors
Pennsylvania
$10K

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.