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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
AWM
526
AE Wealth Management
Kansas
$8.19M -$79.9K -707 -1%
MLIC
527
Mandatum Life Insurance Company
Finland
$8.17M
RHDIC
528
R.H. Dinel Investment Counsel
California
$8.11M
LNB
529
Ledyard National Bank
$8.08M -$226K -1,995 -3%
OCM
530
Oakwood Capital Management
California
$8.07M +$307K +2,712 +4%
GFG
531
Greystone Financial Group
Michigan
$8.03M +$53K +469 +0.7%
BU
532
BBVA USA
Alabama
$7.96M +$8.05M +71,175 New
LRIC
533
Long Road Investment Counsel
Michigan
$7.85M -$701K -6,200 -8%
AAMA
534
Advanced Asset Management Advisors
Ohio
$7.83M
PC
535
Permanens Capital
New York
$7.83M +$1.92M +17,019 +32%
BFIC
536
Bedell Frazier Investment Counselling
California
$7.81M -$49.5K -438 -0.6%
FFIC
537
First Fiduciary Investment Counsel
Ohio
$7.81M +$923K +8,168 +13%
NL
538
NWAM LLC
Washington
$7.8M -$84.2K -745 -1%
SPC
539
Sigma Planning Corp
Michigan
$7.79M -$593K -5,243 -7%
IWP
540
Icon Wealth Partners
Texas
$7.79M +$408K +3,607 +5%
BRCM
541
Bright Rock Capital Management
Massachusetts
$7.71M
CAG
542
Crestwood Advisors Group
Massachusetts
$7.71M -$52.8K -467 -0.7%
NCM
543
Narwhal Capital Management
Georgia
$7.67M -$992K -8,779 -11%
Wealthfront Advisers
544
Wealthfront Advisers
California
$7.67M -$12.5K -111 -0.2%
KRS
545
Kentucky Retirement Systems
Kentucky
$7.67M -$384K -3,399 -5%
MCM
546
Mattern Capital Management
Colorado
$7.61M +$85.8K +759 +1%
MCWS
547
McKinley Carter Wealth Services
West Virginia
$7.59M +$75.4K +667 +1%
RCM
548
RB Capital Management
Nevada
$7.57M +$169K +1,491 +2%
WCM
549
Wallace Capital Management
Texas
$7.56M -$64.6K -571 -0.8%
CCP
550
Corient Capital Partners
California
$7.53M +$869K +7,690 +13%

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.