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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
FNBT
501
FineMark National Bank & Trust
Florida
$9.01M +$21.8K +193 +0.2%
FT
502
Fiduciary Trust
Massachusetts
$8.98M +$60.6K +536 +0.7%
V
503
Veritable
Delaware
$8.95M +$3.39M +30,001 +60%
SC
504
Shellback Capital
Massachusetts
$8.95M +$9.04M +80,000 New
PAM
505
Panagora Asset Management
Massachusetts
$8.91M -$9.05M -80,082 -50%
NFGCM
506
Norman Fields Gottscho Capital Management
New York
$8.9M -$42.4K -375 -0.5%
NG
507
Northstar Group
New York
$8.85M -$24.2K -214 -0.3%
NMERB
508
New Mexico Educational Retirement Board
New Mexico
$8.78M +$497K +4,400 +6%
HFS
509
Haverford Financial Services
Pennsylvania
$8.74M -$53.6K -474 -0.6%
BFS
510
Bard Financial Services
Connecticut
$8.73M +$29.3K +259 +0.3%
DCM
511
Dupont Capital Management
Delaware
$8.72M +$4.18M +36,967 +90%
SIM
512
Sonora Investment Management
Arizona
$8.7M +$645K +5,705 +8%
IFWM
513
Institute for Wealth Management
Colorado
$8.69M -$22.6K -200 -0.3%
GSBTD
514
Glenview State Bank Trust Department
Illinois
$8.66M -$42.4K -375 -0.5%
LOIM
515
Liberty One Investment Management
Illinois
$8.64M -$525K -4,643 -6%
M
516
MOTCO
Texas
$8.6M +$46.9K +415 +0.5%
IA
517
IFP Advisors
Florida
$8.45M +$44.7K +395 +0.5%
CA
518
Cornerstone Advisors
North Carolina
$8.39M +$8.48M +75,000 New
SCA
519
Spearhead Capital Advisors
Florida
$8.38M +$99K +876 +1%
CAC
520
Core Alternative Capital
Georgia
$8.36M +$1.39M +12,283 +20%
Point72 Asset Management
521
Point72 Asset Management
Connecticut
$8.34M -$1.26M -11,166 -13%
RAM
522
Roanoke Asset Management
New Jersey
$8.33M +$1.3M +11,475 +18%
SAM
523
Sabadell Asset Management
Spain
$8.27M +$8.36M +73,942 New
LW
524
Linscomb Wealth
Texas
$8.24M +$318K +2,810 +4%
HIA
525
Harbor Investment Advisory
Maryland
$8.21M +$150K +1,327 +2%

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.