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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.8B +$137M +1,166,066 +1%
BlackRock
2
BlackRock
New York
$8.25B -$25.9M -221,171 -0.3%
State Street
3
State Street
Massachusetts
$5.17B -$14M -119,579 -0.3%
MAM
4
Magellan Asset Management
Australia
$3.2B -$104M -884,561 -3%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$2.21B +$65.9M +563,271 +3%
Northern Trust
6
Northern Trust
Illinois
$1.89B -$115M -980,095 -5%
Bank of America
7
Bank of America
North Carolina
$1.75B -$136M -1,158,503 -7%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$1.6B +$130M +1,111,616 +8%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.56B +$32.3M +275,722 +2%
Loomis, Sayles & Company
10
Loomis, Sayles & Company
Massachusetts
$1.48B -$4.83M -41,270 -0.3%
Polen Capital Management
11
Polen Capital Management
Florida
$1.43B -$211M -1,801,780 -12%
Morgan Stanley
12
Morgan Stanley
New York
$1.42B -$17M -145,390 -1%
Wells Fargo
13
Wells Fargo
California
$1.25B +$22.6M +192,833 +2%
Norges Bank
14
Norges Bank
Norway
$1.23B -$40.4M -345,350 -3%
Fundsmith LLP
15
Fundsmith LLP
United Kingdom
$1.19B -$147K -1,259 -0%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.13B -$13.3M -113,219 -1%
Capital Research Global Investors
17
Capital Research Global Investors
California
$1.02B +$40.5M +345,492 +4%
N
18
Nuveen
North Carolina
$988M +$199M +1,699,428 +23%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$976M -$160M -1,362,704 -13%
Fisher Asset Management
20
Fisher Asset Management
Washington
$920M +$44.3M +378,486 +5%
Charles Schwab
21
Charles Schwab
California
$894M +$33.1M +282,592 +4%
Legal & General Group
22
Legal & General Group
United Kingdom
$849M +$24.1M +205,949 +3%
UBS Group
23
UBS Group
Switzerland
$824M +$46.6M +397,994 +6%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$756M +$1.69M +14,418 +0.2%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$578M +$285M +2,432,001 +87%

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.