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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
AWA
1276
Arete Wealth Advisors
Illinois
$1.14M -$34.3K -303 -2%
AFC
1277
AFT Forsyth & Company
Florida
$1.14M +$45.8K +405 +4%
VA
1278
Valmark Advisers
Ohio
$1.13M +$88.1K +779 +8%
FMBTD
1279
First Midwest Bank Trust Division
Illinois
$1.12M +$11.2K +99 +1%
FMB
1280
Field & Main Bank
Kentucky
$1.12M +$66.7K +590 +6%
ESB
1281
Essex Savings Bank
Connecticut
$1.12M +$2.71K +24 +0.2%
PAM
1282
Palisade Asset Management
Minnesota
$1.12M
WA
1283
WestEnd Advisors
North Carolina
$1.12M
CHP
1284
Cable Hill Partners
Oregon
$1.12M +$65.8K +582 +6%
CMI
1285
Clare Market Investments
Texas
$1.11M -$45.2K -400 -4%
GIM
1286
Grassi Investment Management
California
$1.11M +$11.3K +100 +1%
SAG
1287
Spotlight Asset Group
Illinois
$1.11M +$4.52K +40 +0.4%
ME
1288
McIlrath & Eck
Washington
$1.1M +$119K +1,049 +12%
ODCM
1289
Old Dominion Capital Management
Virginia
$1.1M +$76.2K +674 +7%
FFWA
1290
FRG Family Wealth Advisors
Washington
$1.09M +$452 +4 +0%
SC
1291
Samlyn Capital
New York
$1.09M +$1.11M +9,786 New
WAM
1292
Winslow Asset Management
Ohio
$1.09M +$113 +1 +0%
FANJ
1293
Financial Architects (New Jersey)
New Jersey
$1.09M +$29.7K +263 +3%
MSR
1294
Main Street Research
Connecticut
$1.09M +$76.6K +678 +7%
MS
1295
Marshall & Sullivan
Washington
$1.07M +$4.86K +43 +0.4%
SW
1296
SlateStone Wealth
Florida
$1.07M -$14K -124 -1%
RCM
1297
Radnor Capital Management
Pennsylvania
$1.07M
ST
1298
Sageworth Trust
Pennsylvania
$1.07M -$59.9K -530 -5%
BCMO
1299
Buckingham Capital Management (Ohio)
Ohio
$1.06M -$282K -2,495 -21%
SSA
1300
Schonfeld Strategic Advisors
New York
$1.06M +$1.08M +9,524 New

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.