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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
NFG
901
Next Financial Group
Texas
$2.86M -$1.1M -9,707 -28%
AF
902
Arrow Financial
New York
$2.86M -$56.4K -499 -2%
CCM
903
Chickasaw Capital Management
Tennessee
$2.85M +$56.5K +500 +2%
SWM
904
Sculati Wealth Management
Michigan
$2.85M +$16.4K +145 +0.6%
OAM
905
Oak Asset Management
California
$2.84M
LS
906
Leelyn Smith
Illinois
$2.84M -$263K -2,324 -8%
SC
907
Savant Capital
Illinois
$2.83M +$449K +3,971 +19%
HPWM
908
High Pines Wealth Management
Massachusetts
$2.81M +$1.47K +13 +0.1%
MF
909
Manchester Financial
California
$2.81M -$17.2K -152 -0.6%
KFBMI
910
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.8M
CAM
911
Crown Advisors Management
California
$2.79M
SSG
912
Summit Securities Group
New York
$2.79M +$1.76M +15,538 +165%
MMG
913
Monetary Management Group
Missouri
$2.77M -$14.1K -125 -0.5%
HWAM
914
Hennion & Walsh Asset Management
New Jersey
$2.77M +$1.02M +8,993 +57%
TCWA
915
Ten Capital Wealth Advisors
Washington
$2.76M -$225K -1,993 -7%
TA
916
Townsend & Associates
Colorado
$2.76M +$51.8K +458 +2%
MOS
917
MGO One Seven
Ohio
$2.75M +$555K +4,908 +25%
RIL
918
Rothschild Investment LLC
Illinois
$2.75M +$40K +354 +1%
MVA
919
Mount Vernon Associates
Maryland
$2.74M
IB
920
Intrust Bank
Kansas
$2.74M -$59.1K -523 -2%
ECM
921
ExodusPoint Capital Management
New York
$2.73M +$362K +3,200 +15%
PPSG
922
Princeton Portfolio Strategies Group
New Jersey
$2.7M -$47.5K -420 -2%
PP
923
Professional Planning
California
$2.68M -$13.6K -120 -0.5%
NAMP
924
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.67M -$103K -908 -4%
DWM
925
Darwin Wealth Management
Florida
$2.65M +$2.06M +18,256 +334%

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.