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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
HVIA
751
Hudson Valley Investment Advisors
New York
$4.15M +$196K +1,734 +5%
SC
752
Sepio Capital
Utah
$4.14M -$524K -4,631 -11%
ECM
753
Exchange Capital Management
Michigan
$4.14M +$79.7K +705 +2%
HI
754
Harrington Investments
California
$4.13M +$106K +935 +3%
CI
755
Cigna Investments
Connecticut
$4.12M -$626K -5,540 -13%
TI
756
Tidal Investments
Wisconsin
$4.09M +$2.94M +25,969 +244%
WIC
757
Whitegate Investment Counselors
New Hampshire
$4.08M -$194K -1,713 -4%
LIM
758
Loudon Investment Management
New Hampshire
$4.07M -$77.3K -684 -2%
MA
759
Montag & Associates
Georgia
$4.05M -$1.1M -9,725 -21%
KA
760
Kintegral Advisory
New York
$4.05M
BCV
761
Banque Cantonale Vaudoise
Switzerland
$4.04M -$30K -265 -0.7%
CK
762
Cohen Klingenstein
New York
$4.04M
TVWM
763
Tower View Wealth Management
Wisconsin
$4.03M +$26.2K +232 +0.6%
ACM
764
Alpha Capital Management
Texas
$4.02M +$41.6K +368 +1%
BOH
765
Bank of Hawaii
Hawaii
$4.02M -$379K -3,351 -9%
SEEDPG
766
S.E.E.D. Planning Group
New York
$4.01M -$68.8K -609 -2%
GAM
767
Gotham Asset Management
New York
$4.01M +$3.74M +33,127 +1,190%
WF
768
WoodTrust Financial
Wisconsin
$4M +$145K +1,282 +4%
MME
769
Meag Munich Ergo
Germany
$3.97M -$1.41M -12,481 -26%
TFA
770
Toth Financial Advisory
Virginia
$3.95M -$224K -1,978 -5%
RPC
771
Rossmore Private Capital
Connecticut
$3.95M +$34.1K +302 +0.9%
TA
772
Tiedemann Advisors
New York
$3.94M +$65.3K +578 +2%
PFS
773
Prospera Financial Services
Texas
$3.94M -$145K -1,287 -4%
LSPW
774
Lake Street Private Wealth
Illinois
$3.92M +$29.7K +263 +0.8%
WDA
775
Wendell David Associates
New Hampshire
$3.92M +$32.8K +290 +0.8%

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.