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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
AWE
1151
Avidian Wealth Enterprises
Texas
$1.47M +$54.5K +482 +4%
LWAC
1152
Laurel Wealth Advisors (California)
California
$1.47M +$146K +1,288 +11%
PIC
1153
PCJ Investment Counsel
Ontario, Canada
$1.47M +$356K +3,150 +32%
LWM
1154
Lionsbridge Wealth Management
Florida
$1.47M -$288K -2,546 -16%
AF
1155
Aldebaran Financial
$1.47M -$89K -787 -6%
CIG
1156
Consolidated Investment Group
Colorado
$1.46M
PCS
1157
Personal CFO Solutions
New Jersey
$1.46M -$91.9K -813 -6%
UAM
1158
UAS Asset Management
New York
$1.46M -$262K -2,320 -15%
AWM
1159
Altium Wealth Management
New York
$1.45M +$64.6K +571 +5%
WWM
1160
Windsor Wealth Management
Indiana
$1.45M -$78.3K -693 -5%
VR
1161
Viridian RIA
Washington
$1.45M
RWM
1162
Ritholtz Wealth Management
New York
$1.45M +$152K +1,348 +12%
SAM
1163
Synergy Asset Management
Washington
$1.45M +$1.2M +10,612 +460%
RCA
1164
Resonant Capital Advisors
Wisconsin
$1.44M +$27.2K +241 +2%
CWMU
1165
Caliber Wealth Management (Utah)
Utah
$1.44M -$389K -3,437 -21%
GJIC
1166
Gamble Jones Investment Counsel
California
$1.43M -$226K -2,000 -14%
MCIA
1167
Mountain Capital Investment Advisors
Colorado
$1.43M -$49.3K -436 -3%
AC
1168
Arjuna Capital
North Carolina
$1.43M +$253K +2,235 +21%
DPIM
1169
Duff & Phelps Investment Management
Illinois
$1.42M -$132K -1,165 -8%
WFG
1170
Wills Financial Group
Virginia
$1.42M -$11.3K -100 -0.8%
WPW
1171
Waldron Private Wealth
Pennsylvania
$1.42M +$104K +924 +8%
CCMT
1172
CMT Capital Markets Trading
Germany
$1.42M +$124K +1,096 +9%
NME
1173
Notis-McConarty Edward
$1.41M
WSFS
1174
Wilmington Savings Fund Society
Delaware
$1.41M -$28.1K -249 -2%
NP
1175
NorthRock Partners
Minnesota
$1.41M +$25K +221 +2%

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.