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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
CIM
1451
CIM Investment Management
Pennsylvania
$750K -$275K -2,430 -27%
GIM
1452
Groesbeck Investment Management
New Jersey
$749K +$116K +1,030 +18%
FCA
1453
FinTrust Capital Advisors
South Carolina
$745K -$25.9K -229 -3%
PG
1454
Pendal Group
Australia
$744K -$140K -1,237 -16%
RIA
1455
Regal Investment Advisors
Michigan
$743K +$751K +6,643 New
MGWM
1456
Marks Group Wealth Management
Minnesota
$741K +$11.9K +105 +2%
BEAM
1457
Baker Ellis Asset Management
Washington
$739K -$48.6K -430 -6%
BCM
1458
Blume Capital Management
California
$738K
CCA
1459
Cobblestone Capital Advisors
New York
$735K -$3.62K -32 -0.5%
DBIA
1460
Dumont & Blake Investment Advisors
New Jersey
$733K -$8.48K -75 -1%
WA
1461
WP Advisors
California
$730K +$11.5K +102 +2%
HPC
1462
HM Payson & Co
Maine
$730K +$47.6K +421 +7%
FWP
1463
FAS Wealth Partners
Kansas
$729K +$81.6K +722 +12%
IWA
1464
Inspirion Wealth Advisors
Illinois
$727K
FMT
1465
First Mercantile Trust
Tennessee
$726K -$154K -1,366 -17%
SCI
1466
Stableford Capital II
Arizona
$726K +$21.6K +191 +3%
GIA
1467
GHP Investment Advisors
Colorado
$724K +$5.77K +51 +0.8%
GSWM
1468
Golden State Wealth Management
California
$721K +$31K +274 +4%
IWA
1469
Intercontinental Wealth Advisors
Texas
$721K +$113K +1,001 +18%
CBT
1470
CoreFirst Bank & Trust
Kansas
$719K
FFS
1471
Founders Financial Securities
Maryland
$716K +$2.83K +25 +0.4%
TA
1472
TFG Advisers
Michigan
$714K +$6.22K +55 +0.9%
NB
1473
NBT Bank
New York
$713K
OIM
1474
Oder Investment Management
California
$709K -$145K -1,283 -17%
PWMG
1475
Pinnacle Wealth Management Group
Michigan
$709K +$716K +6,337 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.