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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
CCT
1051
Country Club Trust
Missouri
$1.86M +$48.5K +429 +3%
PPW
1052
Parcion Private Wealth
Washington
$1.86M
ZCI
1053
Zevenbergen Capital Investments
Washington
$1.86M +$82K +725 +5%
Credit Agricole
1054
Credit Agricole
France
$1.85M -$4.58M -40,492 -71%
CAG
1055
Csenge Advisory Group
Florida
$1.84M +$911K +8,054 +98%
PIMJS
1056
PKO Investment Management Joint-Stock
Poland
$1.83M
PA
1057
PFG Advisors
Arizona
$1.83M +$16.4K +145 +0.9%
YIA
1058
YHB Investment Advisors
Connecticut
$1.83M -$4.52K -40 -0.2%
CH
1059
Canton Hathaway
Rhode Island
$1.82M +$7.69K +68 +0.4%
GWMIA
1060
Global Wealth Management Investment Advisory
Florida
$1.81M +$43.9K +388 +2%
FMTCOCP
1061
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.81M +$2.26K +20 +0.1%
FAB
1062
First American Bank
Illinois
$1.8M +$41.7K +369 +2%
WA
1063
Wealth Advisors
California
$1.79M +$1.02M +9,002 +160%
IWM
1064
IHT Wealth Management
Illinois
$1.79M +$124K +1,094 +7%
IIM
1065
InTrack Investment Management
Vermont
$1.79M -$545K -4,818 -24%
AW
1066
Alaethes Wealth
Nevada
$1.79M +$56.9K +503 +3%
QCG
1067
Quadrant Capital Group
Ohio
$1.78M +$72.2K +639 +4%
MWM
1068
Merriman Wealth Management
Washington
$1.78M -$145K -1,284 -7%
FPS
1069
Fieldpoint Private Securities
Connecticut
$1.78M -$16.2K -143 -0.9%
MCCP
1070
Mission Creek Capital Partners
California
$1.78M +$67K +593 +4%
BB
1071
Bell Bank
North Dakota
$1.77M +$9.38K +83 +0.5%
RA
1072
RiverPark Advisors
New York
$1.77M -$84.2K -745 -5%
DAS
1073
Dynamic Advisor Solutions
Arizona
$1.76M +$41.5K +367 +2%
SLG
1074
Stanley-Laman Group
Pennsylvania
$1.76M +$166K +1,469 +10%
SSI
1075
Scott & Selber Inc
Texas
$1.76M -$9.38K -83 -0.5%

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.