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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
SBH
351
Segall Bryant & Hamill
Illinois
$16.6M -$1.35M -11,974 -7%
COPPSERS
352
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$16.5M +$43.6K +386 +0.3%
SI
353
Stephens Inc
Arkansas
$16.4M -$430K -3,805 -3%
USAA
354
United Services Automobile Association
Texas
$16.4M -$954K -8,437 -5%
1CP
355
11 Capital Partners
Connecticut
$16.4M -$880K -7,788 -5%
Fayez Sarofim & Co
356
Fayez Sarofim & Co
Texas
$16.2M +$346K +3,060 +2%
SJIC
357
St. James Investment Company
Texas
$16.1M -$1.5M -13,289 -8%
AIM
358
Arcadia Investment Management
Michigan
$16.1M -$304K -2,693 -2%
SBWIC
359
Schaper Benz & Wise Investment Counsel
Wisconsin
$16.1M -$259K -2,295 -2%
PAG
360
Private Advisor Group
New Jersey
$16.1M +$483K +4,272 +3%
ACM
361
Advisors Capital Management
New Jersey
$16M +$877K +7,762 +6%
FMII
362
Farmers & Merchants Investments Inc
Nebraska
$15.7M +$3.5K +31 +0%
UB
363
UMB Bank
Missouri
$15.7M -$14.1K -125 -0.1%
Cetera Investment Advisers
364
Cetera Investment Advisers
Illinois
$15.7M +$1.81M +16,012 +13%
CA
365
Cullinan Associates
Kentucky
$15.5M +$3.82M +33,792 +32%
VIM
366
Vancity Investment Management
British Columbia, Canada
$15.4M +$966K +8,543 +7%
RMCM
367
Reynders McVeigh Capital Management
Massachusetts
$15.4M +$686K +6,072 +5%
PP
368
Prudential plc
United Kingdom
$15.3M -$50.4M -445,639 -77%
WAM
369
Weatherly Asset Management
California
$15.3M -$349K -3,087 -2%
CSIC
370
Clifford Swan Investment Counsel
California
$15.1M -$33.9K -300 -0.2%
AI
371
Atria Investments
North Carolina
$15.1M +$3.07M +27,166 +25%
RIG
372
RiverFront Investment Group
Virginia
$15.1M -$107K -950 -0.7%
LSERS
373
Louisiana State Employees Retirement System
Louisiana
$15M +$67.8K +600 +0.4%
CDH
374
Charles D. Hyman
$15M +$419K +3,710 +3%
PCM
375
Palisade Capital Management
New Jersey
$14.9M +$468K +4,143 +3%

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.