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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
EH
876
Equitable Holdings
New York
$3.06M -$116K -1,030 -4%
WA1
877
Wimmer Associates 1
California
$3.03M -$209K -1,850 -6%
CW
878
CreativeOne Wealth
Kansas
$3.03M -$53.9K -477 -2%
TB
879
Terril Brothers
Missouri
$3M -$486K -4,300 -14%
B
880
BP
United Kingdom
$3M -$1.36M -11,986 -31%
SA
881
Sicart Associates
New York
$2.99M
MYLI
882
Meiji Yasuda Life Insurance
Japan
$2.97M -$7.01K -62 -0.2%
CANC
883
Culbertson A N & Co
Virginia
$2.97M +$241K +2,130 +9%
BO
884
BRR OpCo
Ohio
$2.96M +$2.26K +20 +0.1%
SFA
885
Sequoia Financial Advisors
Ohio
$2.95M -$11.8K -104 -0.4%
First Manhattan
886
First Manhattan
New York
$2.95M -$39.6K -350 -1%
PFO
887
Pathstone Family Office
New Jersey
$2.94M +$1.39M +12,290 +88%
VanEck Associates
888
VanEck Associates
New York
$2.94M -$15K -133 -0.5%
FTC
889
Farmers Trust Company
Ohio
$2.94M -$24.8K -219 -0.8%
BO
890
Bank OZK
Arkansas
$2.93M -$17.2K -152 -0.6%
SC
891
Sawyer & Company
Massachusetts
$2.93M -$6.22K -55 -0.2%
HVP
892
Hudson Value Partners
Florida
$2.92M +$11.6K +103 +0.4%
CFGS
893
Concourse Financial Group Securities
Alabama
$2.91M +$170K +1,503 +6%
SXL
894
Summit X LLC
Missouri
$2.91M +$90.1K +797 +3%
FAM
895
Formidable Asset Management
Ohio
$2.9M -$17.4K -154 -0.6%
MCM
896
Mitchell Capital Management
Kansas
$2.9M -$104K -918 -3%
BFA
897
Benedict Financial Advisors
Georgia
$2.88M -$29.4K -260 -1%
HW
898
Hedeker Wealth
Illinois
$2.88M +$182K +1,612 +7%
CFG
899
Citizens Financial Group
Rhode Island
$2.88M +$1.01M +8,951 +53%
PIM
900
Perpetual Investment Management
Australia
$2.87M +$2.11M +18,699 +269%

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.