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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
MCM
2301
Mason Capital Management
New York
-$347K -3,100 Closed
PM
2302
Parametrica Management
Hong Kong
-$342K -3,057 Closed
SFO
2303
Standard Family Office
South Dakota
-$341K -3,047 Closed
EF
2304
Empowered Funds
Pennsylvania
-$340K -3,040 Closed
MSU
2305
Mizuho Securities USA
New York
-$323K -2,887 Closed
ER
2306
Enlightenment Research
Florida
-$313K -2,801 Closed
BFM
2307
Boothbay Fund Management
New York
-$307K -2,744 Closed
HR
2308
Hayden Royal
North Carolina
-$302K -2,705 Closed
NI
2309
NFC Investments
Tennessee
-$276K -2,466 Closed
MSE
2310
MUFG Securities EMEA
United Kingdom
-$268K -2,395 Closed
MPM
2311
Meritage Portfolio Management
Kansas
-$254K -2,271 Closed
SHGA
2312
Sand Hill Global Advisors
California
-$251K -2,248 Closed
T
2313
TRUADVICE
Florida
-$267K -2,119 Closed
FM
2314
Foster & Motley
Ohio
-$237K -2,117 Closed
AWCI
2315
Alpine Woods Capital Investors
New York
-$235K -2,100 Closed
WDC
2316
Woodward Diversified Capital
California
-$230K -2,061 Closed
WP
2317
WealthShield Partners
North Carolina
-$225K -2,008 Closed
AAM
2318
AR Asset Management
California
-$224K -2,000 Closed
BCM
2319
BTC Capital Management
Iowa
-$224K -2,000 Closed
LOAMU
2320
Lombard Odier Asset Management (USA)
New York
-$221K -1,978 Closed
GCIG
2321
Grand Central Investment Group
Florida
-$214K -1,916 Closed
AFM
2322
Andesa Financial Management
Pennsylvania
-$215K -1,914 Closed
SFM
2323
Stack Financial Management
Montana
-$205K -1,830 Closed
ALAM
2324
Asahi Life Asset Management
Japan
-$201K -1,800 Closed
SIM
2325
SSI Investment Management
California
-$200K -1,780 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.