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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
AP
676
Advisor Partners
California
$5.08M +$186K +1,643 +4%
PCIA
677
Prime Capital Investment Advisors
Kansas
$5.05M +$878K +7,765 +21%
PCTC
678
Perkins Coie Trust Company
Washington
$5.04M +$95.8K +847 +2%
IFAM
679
Institutional & Family Asset Management
Colorado
$5.02M +$834K +7,376 +20%
GWM
680
Graybill Wealth Management
Illinois
$5.01M -$18.3K -162 -0.4%
CCM
681
Copeland Capital Management
Pennsylvania
$4.99M -$112K -990 -2%
GC
682
Garde Capital
Washington
$4.96M +$8.59K +76 +0.2%
VRS
683
Virginia Retirement Systems
Virginia
$4.95M -$4.44M -39,300 -47%
TW
684
Transform Wealth
Colorado
$4.95M +$841K +7,442 +20%
RG
685
Rathbones Group
United Kingdom
$4.94M +$247K +2,189 +5%
LBD
686
Landsberg Bennett & Dubbaneh
Florida
$4.94M +$182K +1,611 +4%
O
687
Ossiam
France
$4.93M +$1.31M +11,622 +40%
PI
688
PEAK6 Investments
Illinois
$4.93M -$23.7M -209,215 -83%
UTC
689
Unified Trust Company
Kentucky
$4.93M +$338K +2,993 +7%
BPB
690
Badgley, Phelps & Bell
Washington
$4.92M -$16.1K -142 -0.3%
BCA
691
Bray Capital Advisors
Florida
$4.88M +$42.4K +375 +0.9%
TCM
692
Telos Capital Management
California
$4.87M -$53.5K -473 -1%
LI
693
Lafayette Investments
Maryland
$4.87M +$45.6K +403 +0.9%
BFA
694
Bragg Financial Advisors
North Carolina
$4.84M +$712K +6,294 +17%
NIG
695
NFJ Investment Group
Texas
$4.83M -$61K -540 -1%
OAM
696
Optimal Asset Management
California
$4.82M
BFEC
697
Benjamin F. Edwards & Company
Missouri
$4.81M +$28.5K +252 +0.6%
TCM
698
Tradewinds Capital Management
Washington
$4.81M +$10.9K +96 +0.2%
Rafferty Asset Management
699
Rafferty Asset Management
New York
$4.8M +$70.1K +620 +1%
HAS
700
HBW Advisory Services
California
$4.8M +$226K +2,001 +5%

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.