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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
CPIG
1176
Chicago Partners Investment Group
Illinois
$1.41M +$2.49K +22 +0.2%
SWA
1177
SFMG Wealth Advisors
Texas
$1.41M +$138K +1,217 +11%
PMA
1178
Prudent Man Advisors
Illinois
$1.4M +$1.42M +12,542 New
IC
1179
Intersect Capital
California
$1.39M +$287K +2,542 +26%
AWP
1180
Accretive Wealth Partners
New Jersey
$1.39M +$98.2K +869 +8%
CI
1181
Cavalier Investments
Georgia
$1.38M
NL
1182
NVWM LLC
Pennsylvania
$1.38M +$32.7K +289 +2%
FGAM
1183
Financial Gravity Asset Management
Texas
$1.38M +$97.9K +866 +8%
DBRC
1184
D.B. Root & Company
Pennsylvania
$1.38M +$92.9K +822 +7%
I
1185
INVST
Indiana
$1.38M +$107K +943 +9%
NIM
1186
Northeast Investment Management
Massachusetts
$1.38M +$13.6K +120 +1%
CB
1187
Community Bank
New York
$1.38M
PIG
1188
Pantheon Investment Group
California
$1.36M +$146K +1,292 +12%
AO
1189
Advisor OS
Illinois
$1.36M +$178K +1,571 +15%
RS
1190
Retirement Solution
Washington
$1.36M +$1.11M +9,823 +418%
AWA
1191
Aaron Wealth Advisors
Illinois
$1.36M -$43.2K -382 -3%
EFS
1192
Essex Financial Services
Connecticut
$1.36M
BAMF
1193
BI Asset Management Fondsmaeglerselskab
Denmark
$1.35M -$232K -2,053 -14%
HCM
1194
Hollencrest Capital Management
California
$1.35M
SIM
1195
Sentry Investment Management
Wisconsin
$1.35M
IBOK
1196
Independence Bank of Kentucky
Kentucky
$1.35M -$25.4K -225 -2%
CWAG
1197
Compton Wealth Advisory Group
Virginia
$1.34M +$110K +977 +9%
KMWM
1198
Keudell/Morrison Wealth Management
Oregon
$1.34M -$69.2K -612 -5%
TMAM
1199
Tokio Marine Asset Management
Japan
$1.33M +$115K +1,015 +9%
OA
1200
Oxbow Advisors
Texas
$1.33M

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.