We are live on ! Find out more
SBUX icon

Starbucks

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
ONB
476
Old National Bancorp
Indiana
$9.71M -$3.66M -32,391 -27%
AIMCA
477
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$9.71M +$1.38M +12,200 +16%
CAM
478
Columbia Asset Management
Michigan
$9.61M -$2.1M -18,564 -18%
CTA
479
Chesley Taft & Associates
Illinois
$9.59M -$290K -2,569 -3%
HT
480
Heritage Trust
Oklahoma
$9.58M -$449K -3,970 -4%
FIM
481
Fruth Investment Management
Texas
$9.58M
TTWM
482
TCV Trust & Wealth Management
Virginia
$9.54M +$47.3K +418 +0.5%
CTC
483
Central Trust Company
Missouri
$9.51M -$146K -1,288 -1%
2
484
2Xideas
Switzerland
$9.51M +$575K +5,083 +6%
SAIG
485
Semper Augustus Investments Group
Colorado
$9.46M -$2.2M -19,480 -19%
RSVP
486
Ramsay Stattman Vela & Price
Colorado
$9.44M -$25.4K -225 -0.3%
FC
487
Fulcrum Capital
Washington
$9.43M +$559K +4,947 +6%
VCM
488
Vision Capital Management
Oregon
$9.42M +$125K +1,102 +1%
FG
489
Fiduciary Group
Georgia
$9.41M +$143K +1,266 +2%
PGIM
490
Pacific Global Investment Management
California
$9.4M -$65.9K -583 -0.7%
Twin Tree Management
491
Twin Tree Management
Texas
$9.35M -$2.36M -20,847 -20%
Thrivent Financial for Lutherans
492
Thrivent Financial for Lutherans
Minnesota
$9.22M +$121K +1,070 +1%
EMPI
493
Elo Mutual Pension Insurance
Finland
$9.22M -$252K -2,228 -3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
494
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$9.21M -$30.9M -272,948 -77%
Federated Hermes
495
Federated Hermes
Pennsylvania
$9.19M -$444K -3,924 -5%
LC
496
Lavaca Capital
Texas
$9.16M -$712K -6,301 -7%
SAM
497
SP Asset Management
California
$9.13M +$30.6K +271 +0.4%
CCG
498
Cypress Capital Group
Florida
$9.09M +$291K +2,578 +3%
RCYC
499
Richard C. Young & Co
Rhode Island
$9.04M +$431K +3,815 +5%
SPIA
500
Steward Partners Investment Advisory
New York
$9.02M -$970K -8,582 -10%

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.