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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
RFM
626
Royal Fund Management
Florida
$5.88M -$269K -2,382 -4%
IC
627
IEQ Capital
California
$5.85M +$966K +8,548 +20%
KA
628
Kercheville Advisors
Texas
$5.84M -$23.1K -204 -0.4%
Kayne Anderson Rudnick Investment Management
629
Kayne Anderson Rudnick Investment Management
California
$5.82M +$1.05M +9,298 +22%
CFSG
630
Community Financial Services Group
Vermont
$5.77M +$3.18M +28,122 +120%
HFS
631
HBC Financial Services
Washington
$5.77M
EOJOAM
632
E. Ohman J:or Asset Management
Sweden
$5.72M +$430K +3,800 +8%
EIA
633
Eastover Investment Advisors
North Carolina
$5.72M +$270K +2,388 +5%
MSWM
634
Mader & Shannon Wealth Management
Missouri
$5.71M +$152K +1,346 +3%
IIC
635
Ironwood Investment Counsel
Arizona
$5.69M +$100K +885 +2%
CCFCSB
636
Cape Cod Five Cents Savings Bank
Massachusetts
$5.68M +$138K +1,222 +2%
Acadian Asset Management
637
Acadian Asset Management
Massachusetts
$5.68M +$2.8M +24,730 +95%
BRA
638
Bender Robert & Associates
California
$5.67M +$51.3K +454 +0.9%
SWP
639
Stratos Wealth Partners
Ohio
$5.66M -$306K -2,705 -5%
APGDR
640
Absoluto Partners Gestao de Recursos
Brazil
$5.64M +$2.8M +24,810 +97%
SCM
641
Stevens Capital Management
Pennsylvania
$5.62M +$4.76M +42,121 +516%
NSIM
642
North Star Investment Management
Illinois
$5.6M +$787K +6,965 +16%
GF
643
Gabelli Funds
New York
$5.59M
SSB
644
Sandy Spring Bank
Maryland
$5.58M +$386K +3,416 +7%
PSUF
645
People's United Financial
Connecticut
$5.55M +$1.67M +14,751 +42%
FCT
646
Family Capital Trust
Massachusetts
$5.54M +$11.5K +102 +0.2%
DP
647
Dearborn Partners
Illinois
$5.51M -$229K -2,027 -4%
NLGIA
648
Nippon Life Global Investors Americas
New York
$5.5M
MC
649
Miramar Capital
Illinois
$5.5M +$226K +2,001 +5%
1WA
650
180 Wealth Advisors
Washington
$5.5M -$119K -1,053 -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.