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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
QP
1401
Quilter Plc
United Kingdom
$845K -$26.1K -231 -3%
GFS
1402
GYL Financial Synergies
Connecticut
$842K +$10.5K +93 +1%
AIC
1403
Archer Investment Corporation
Indiana
$842K
BCM
1404
Brasada Capital Management
Texas
$839K -$170K -1,500 -17%
ATPW
1405
Ashton Thomas Private Wealth
Arizona
$838K +$14K +124 +2%
WKWM
1406
Walter & Keenan Wealth Management
Indiana
$836K -$28.3K -250 -3%
IA
1407
Insight Advisors
Pennsylvania
$836K +$113 +1 +0%
JFL
1408
Jarislowsky, Fraser Ltd
Quebec, Canada
$832K -$28K -248 -3%
TFGT
1409
TS Financial Group (TSFG)
Illinois
$829K +$2.26K +20 +0.3%
BC
1410
Burney Company
Virginia
$825K -$68.4K -605 -8%
EP
1411
Eudaimonia Partners
Tennessee
$825K +$105K +925 +14%
VI
1412
Versor Investments
New York
$824K -$441K -3,905 -35%
FA
1413
FMA Advisory
Pennsylvania
$821K +$28K +248 +3%
TYCC
1414
Texas Yale Capital Corp
Florida
$818K +$31.8K +281 +4%
BCM
1415
BTR Capital Management
California
$813K +$33.9K +300 +4%
ST
1416
Smithfield Trust
Pennsylvania
$809K
IF
1417
Intrua Financial
Texas
$809K +$31.8K +281 +4%
MGIA
1418
Moneta Group Investment Advisors
Missouri
$807K +$12.1K +107 +2%
WAP
1419
Wealthcare Advisory Partners
Pennsylvania
$806K +$49.5K +438 +6%
LSAG
1420
Lake Street Advisors Group
New Hampshire
$804K +$16.8K +149 +2%
MCM
1421
Manchester Capital Management
Vermont
$803K +$6.9K +61 +0.9%
CFA
1422
Carroll Financial Associates
North Carolina
$803K +$16.7K +148 +2%
TFA
1423
Teamwork Financial Advisors
Texas
$799K -$203K -1,799 -20%
IIC
1424
Integrated Investment Consultants
Michigan
$797K -$25.9K -229 -3%
CP
1425
Castleview Partners
Texas
$796K +$805K +7,120 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.