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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
UBS AM
26
UBS AM
Illinois
$615M -$117M -1,035,581 -16%
CRC
27
Cedar Rock Capital
United Kingdom
$601M -$40.4M -356,984 -6%
JP Morgan Chase
28
JP Morgan Chase
New York
$560M -$138M -1,224,856 -20%
Swiss National Bank
29
Swiss National Bank
Switzerland
$537M -$36M -318,850 -6%
PPA
30
Parametric Portfolio Associates
Washington
$518M +$23.9M +211,675 +5%
Janus Henderson Group
31
Janus Henderson Group
United Kingdom
$461M -$62M -548,677 -12%
Principal Financial Group
32
Principal Financial Group
Iowa
$454M -$13.4M -118,578 -3%
EVM
33
Eaton Vance Management
Massachusetts
$427M -$23.5M -207,483 -5%
Stifel Financial
34
Stifel Financial
Missouri
$421M +$9.81M +86,797 +2%
William Blair & Company
35
William Blair & Company
Illinois
$418M +$1.87M +16,535 +0.4%
Amundi
36
Amundi
France
$417M +$421M +3,727,127 New
Goldman Sachs
37
Goldman Sachs
New York
$416M -$3.37M -29,813 -0.8%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$412M -$24.8M -219,566 -6%
JIM
39
Jensen Investment Management
Oregon
$407M +$59.2M +523,888 +17%
KBC Group
40
KBC Group
Belgium
$395M +$28.9M +255,764 +8%
Nordea Investment Management
41
Nordea Investment Management
Sweden
$395M +$20M +176,682 +5%
Franklin Resources
42
Franklin Resources
California
$388M +$700K +6,188 +0.2%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$381M +$24.2M +214,462 +7%
Allianz Asset Management
44
Allianz Asset Management
Germany
$380M -$10.9M -96,801 -3%
Invesco
45
Invesco
Georgia
$380M +$114M +1,012,621 +42%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$373M -$4.57M -40,393 -1%
Deutsche Bank
47
Deutsche Bank
Germany
$364M +$84.6M +748,639 +30%
Ameriprise
48
Ameriprise
Minnesota
$362M +$3.61M +31,915 +1%
Winslow Capital Management
49
Winslow Capital Management
Minnesota
$353M -$13.3M -117,277 -4%
Artisan Partners
50
Artisan Partners
Wisconsin
$347M -$14.3M -126,510 -4%

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.