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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
CWM
2276
CMH Wealth Management
New Hampshire
-$2.51M -22,424 Closed
SLG
2277
Stanley-Laman Group
Pennsylvania
-$1.76M -15,738 Closed
FC
2278
FORA Capital
Florida
-$1.75M -15,675 Closed
PIC
2279
PCJ Investment Counsel
Ontario, Canada
-$1.47M -13,150 Closed
UAM
2280
UAS Asset Management
New York
-$1.46M -13,025 Closed
WCM
2281
Weld Capital Management
New York
-$1.16M -10,413 Closed
HT
2282
HAP Trading
New York
-$1.21M -10,337 Closed
WI
2283
Wintrust Investments
Illinois
-$1.15M -10,321 Closed
RCM
2284
Radnor Capital Management
Pennsylvania
-$1.07M -9,589 Closed
CWS
2285
Cypress Wealth Services
California
-$1.03M -9,231 Closed
CC
2286
Claybrook Capital
Massachusetts
-$892K -7,975 Closed
PWM
2287
PRW Wealth Management
Massachusetts
-$858K -7,673 Closed
HBT
2288
Heartland Bank & Trust
Illinois
-$846K -7,567 Closed
FSA
2289
Franklin Street Advisors
North Carolina
-$634K -5,668 Closed
ARC
2290
Advisor Resource Council
Texas
-$614K -5,490 Closed
GI
2291
Glovista Investments
New Jersey
-$614K -5,488 Closed
PBT
2292
Pictet Bank & Trust
Bahamas
-$585K -5,232 Closed
SC
2293
Shay Capital
New York
-$581K -5,200 Closed
FRM
2294
Fox Run Management
Connecticut
-$501K -4,484 Closed
BSG
2295
Black Swift Group
Colorado
-$456K -4,082 Closed
GWM
2296
GSB Wealth Management
Connecticut
-$394K -3,525 Closed
XS
2297
XR Securities
Illinois
-$386K -3,454 Closed
CMANY
2298
Capital Management Associates (New York)
New York
-$376K -3,360 Closed
NAG
2299
Northstar Advisory Group
New Jersey
-$373K -3,338 Closed
SM
2300
Sciencast Management
New Jersey
-$370K -3,150 Closed

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.