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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
PFWA
1326
Paces Ferry Wealth Advisors
Georgia
$1.01M -$3.84K -34 -0.4%
BIA
1327
Bigelow Investment Advisors
Maine
$1.01M
ACM
1328
Alta Capital Management
Utah
$1.01M -$249K -2,200 -20%
VCWA
1329
Vanguard Capital Wealth Advisors
Colorado
$1.01M
Members Trust
1330
Members Trust
Florida
$1M -$177K -1,565 -15%
CA
1331
Clearstead Advisors
Ohio
$1M +$36.7K +325 +4%
CB
1332
CNB Bank
Pennsylvania
$1M +$24.2K +214 +2%
MLL
1333
Moody Lynn & Lieberson
Massachusetts
$998K +$6.78K +60 +0.7%
KC
1334
Knuff & Co
California
$996K +$18.7K +165 +2%
CCM
1335
Community Capital Management
Florida
$989K
AIC
1336
Ameritas Investment Company
Nebraska
$988K -$1.29M -11,410 -66%
HWA
1337
Heritage Wealth Advisors
Virginia
$985K -$431K -3,811 -30%
NERM
1338
New England Research & Management
Illinois
$979K -$560K -4,953 -36%
PA
1339
Procyon Advisors
Connecticut
$976K +$196K +1,732 +25%
RWP
1340
RWA Wealth Partners
Massachusetts
$973K +$20K +177 +2%
LWA
1341
Lineweaver Wealth Advisors
Ohio
$969K +$15.6K +138 +2%
KWM
1342
Keebeck Wealth Management
Illinois
$967K -$32K -283 -3%
HC
1343
Hendley & Co
Ohio
$966K -$36.2K -320 -4%
PBC
1344
Pavion Blue Capital
California
$964K -$22.6K -200 -2%
CA
1345
Cornerstone Advisory
Maryland
$954K +$32.6K +288 +3%
AF
1346
Allworth Financial
California
$954K +$295K +2,610 +44%
MFW
1347
Meristem Family Wealth
Minnesota
$953K +$294K +2,600 +44%
FBA
1348
Front Barnett Associates
Illinois
$951K
RFN
1349
RDA Financial Network
Iowa
$950K -$14.1K -125 -1%
MPI
1350
Mairs & Power Inc
Minnesota
$950K -$5.54K -49 -0.6%

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.