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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
FMLI
1076
Fukoku Mutual Life Insurance
Japan
$1.75M +$837K +7,400 +89%
CNAM
1077
Campbell Newman Asset Management
Wisconsin
$1.75M -$282K -2,492 -14%
FC
1078
FORA Capital
Florida
$1.75M +$39.6K +350 +2%
CIA
1079
Cascade Investment Advisors
Oregon
$1.75M -$4.52K -40 -0.3%
MAM
1080
Meeder Asset Management
Ohio
$1.72M -$4.94M -43,679 -74%
PMAS
1081
PNC Managed Account Solutions
Texas
$1.72M +$1.74M +15,421 New
DAM
1082
Doheny Asset Management
California
$1.72M -$90.4K -800 -5%
TCA
1083
Transcend Capital Advisors
New Jersey
$1.72M +$33.7K +298 +2%
LFAS
1084
Level Four Advisory Services
Texas
$1.72M -$73.8K -653 -4%
WI
1085
WrapManager Inc
California
$1.71M +$29.2K +258 +2%
TPWA
1086
TRUE Private Wealth Advisors
Oregon
$1.7M -$128K -1,131 -7%
AA
1087
Apriem Advisors
California
$1.7M -$58K -513 -3%
GKIM
1088
GW&K Investment Management
Massachusetts
$1.69M +$44.2K +391 +3%
IAIM
1089
International Assets Investment Management
Florida
$1.69M -$4.14M -36,649 -47%
NFC
1090
Northeast Financial Consultants
Connecticut
$1.69M +$113 +1 +0%
BCP
1091
Blackhawk Capital Partners
Wisconsin
$1.68M +$13.9K +123 +0.8%
SC
1092
Sovarnum Capital
New York
$1.68M -$961K -8,500 -36%
GCIA
1093
Gabelli & Co Investment Advisers
New York
$1.68M
FFBTD
1094
First Financial Bank - Trust Division
Ohio
$1.68M -$68.5K -606 -4%
CCA
1095
Checchi Capital Advisers
California
$1.67M -$25.7K -227 -1%
BS
1096
Boenning & Scattergood
Pennsylvania
$1.67M -$16.7K -148 -1%
S
1097
Seeyond
France
$1.66M -$52.6K -465 -3%
SSWM
1098
Sheets Smith Wealth Management
North Carolina
$1.65M +$5.09K +45 +0.3%
RB
1099
Rodgers Brothers
Pennsylvania
$1.65M -$107K -950 -6%
WWM
1100
Wolff Wiese Magana
California
$1.64M -$1.7K -15 -0.1%

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.