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2,247 hedge funds and large institutions have $91.4B invested in Starbucks in 2021 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,017 increasing their positions, 793 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 92

28% more repeat investments, than reductions

Existing positions increased: 1,017 | Existing positions reduced: 793

2% more capital invested

Capital invested by funds: $89.7B → $91.4B (+$1.74B)

1% more funds holding

Funds holding: 2,2292,247 (+18)

0.27% less ownership

Funds ownership: 70.02%69.75% (-0.27%)

16% less funds holding in top 10

Funds holding in top 10: 7765 (-12)

41% less call options, than puts

Call options by funds: $1.56B | Put options by funds: $2.62B

Holders
2,247
Holders Change
+18
Holders Change %
+0.81%
% of All Funds
39.11%
Holding in Top 10
65
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-15.58%
% of All Funds
1.13%
New
135
Increased
1,017
Reduced
793
Closed
92
Calls
$1.56B
Puts
$2.62B
Net Calls
-$1.06B
Net Calls Change
-$502M
Name Holding Trade Value Shares
Change
Change in
Stake
MIA
326
MainStreet Investment Advisors
Illinois
$18.7M -$854K -7,550 -4%
MFWM
327
Motley Fool Wealth Management
Virginia
$18.6M -$90.2K -798 -0.5%
CRC
328
Curi RMB Capital
Illinois
$18.6M +$68.3K +604 +0.4%
CGH
329
Crossmark Global Holdings
Texas
$18.6M +$1.42M +12,558 +8%
AG
330
AIA Group
Hong Kong
$18.6M +$6.45M +57,071 +55%
ACM
331
Azimuth Capital Management
Michigan
$18.3M +$786K +6,950 +4%
SW
332
SVB Wealth
Massachusetts
$18.3M +$485K +4,286 +3%
CA
333
CapWealth Advisors
Tennessee
$18M -$149K -1,322 -0.8%
DP
334
DDD Partners
Washington
$17.8M +$381K +3,370 +2%
PCC
335
Park Circle Company
Maryland
$17.7M
IC
336
Inverness Counsel
New York
$17.6M -$14.7M -130,013 -45%
MA
337
MUFG Americas
New York
$17.6M +$335K +2,963 +2%
KWILP
338
Kiwi Wealth Investments Limited Partnership
New Zealand
$17.6M -$1.79M -15,811 -9%
BB
339
Busey Bank
Illinois
$17.5M +$117K +1,039 +0.7%
GGHC
340
Gilder Gagnon Howe & Co
New York
$17.5M +$2.53M +22,408 +17%
II
341
IFM Investors
Australia
$17.5M +$3.33M +29,425 +23%
CC
342
Cornerstone Capital
California
$17.3M +$243K +2,148 +1%
VW
343
Vantage Wealth
California
$17.2M -$158K -1,400 -0.9%
MOACM
344
Mutual of America Capital Management
New York
$17.2M +$245K +2,169 +1%
Bank Julius Baer & Co
345
Bank Julius Baer & Co
Switzerland
$17.1M -$695K -6,151 -4%
BWP
346
Baldwin Wealth Partners
Massachusetts
$17.1M -$1.15M -10,204 -6%
SWM
347
Spire Wealth Management
Virginia
$17M -$1.13M -9,980 -6%
JC
348
Jacobs & Co
California
$17M -$514K -4,543 -3%
AWM
349
Absher Wealth Management
North Carolina
$16.8M +$390K +3,450 +2%
BST
350
Bath Savings Trust
Maine
$16.7M -$168K -1,485 -1%

SBUX Hedge Fund Activity: Q2 2021 in Review

2,247 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2021, worth a combined $91.4B — up 1.9% from $89.7B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new SBUX positions and 92 closed out — a net gain of 43 holders — while 1,017 added to existing stakes and 793 trimmed.

The largest buyer was Two Sigma Advisers, adding an estimated $259M. The largest seller was Fidelity Investments, cutting an estimated $670M.

  • 2,247 institutional investors held Starbucks (SBUX) as of Q2 2021, up from 2,229 in Q1 2021.
  • Funds reported $91.4B of Starbucks stock for Q2 2021, up 1.9% quarter-over-quarter.
  • 135 funds opened new Starbucks positions in Q2 2021 and 92 closed out, a net change of +43 holders.
  • The largest Starbucks buyer in Q2 2021 was Two Sigma Advisers, an estimated $259M added.
  • The largest Starbucks seller in Q2 2021 was Fidelity Investments, an estimated $670M sold.

Based on aggregated 13F filings for Q2 2021.