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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
VFA
726
Valeo Financial Advisors
Indiana
$4.51M +$44.8K +396 +0.6%
GT
727
Glenview Trust
Kentucky
$4.51M +$104K +920 +2%
LNWTC
728
Laird Norton Wetherby Trust Company
Washington
$4.51M -$319K -2,821 -7%
SN
729
Sittner & Nelson
Oregon
$4.51M -$247K -2,189 -5%
MIAN
730
Mariner Independent Advisor Network
Kansas
$4.48M +$408K +3,611 +10%
AWM
731
Avitas Wealth Management
California
$4.48M +$134K +1,183 +3%
BTWM
732
Baker Tilly Wealth Management
Wisconsin
$4.48M +$380K +3,359 +9%
HKIM
733
Hayek Kallen Investment Management
Alabama
$4.46M +$452 +4 +0%
CCM
734
Conway Capital Management
California
$4.45M +$137K +1,213 +3%
CG
735
Colony Group
Massachusetts
$4.45M -$700K -6,193 -13%
NA
736
NewEdge Advisors
Louisiana
$4.43M +$683K +6,042 +18%
SFI
737
Siemens Fonds Invest
Germany
$4.43M -$5.33M -47,129 -54%
AIM
738
Achmea Investment Management
Netherlands
$4.41M
SIP
739
Stoneridge Investment Partners
Pennsylvania
$4.36M +$2.33M +20,577 +112%
OCM
740
One Capital Management
California
$4.31M +$156K +1,380 +4%
TPCW
741
TD Private Client Wealth
New York
$4.31M +$55.8K +494 +1%
First Eagle Investment Management
742
First Eagle Investment Management
New York
$4.27M -$8.34M -73,743 -66%
BC
743
Brookfield Corp
Ontario, Canada
$4.26M +$4.31M +38,100 New
EWM
744
Endurance Wealth Management
Rhode Island
$4.25M -$128K -1,135 -3%
GSC
745
G&S Capital
Colorado
$4.25M +$2.17M +19,216 +102%
DSC
746
Duncker Streett & Co
Missouri
$4.24M -$116K -1,025 -3%
SIMM
747
Stillwater Investment Management (Minnesota)
Minnesota
$4.23M -$80K -708 -2%
ACA
748
Aptus Capital Advisors
Alabama
$4.21M +$458K +4,053 +12%
AIC
749
Argus Investors Counsel
New York
$4.17M -$549K -4,860 -12%
VWA
750
Visionary Wealth Advisors
Illinois
$4.16M +$97.6K +863 +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.