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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
DTC
1526
Davidson Trust Company
Washington
$618K +$27K +239 +5%
C
1527
Certuity
Florida
$617K +$53.5K +473 +9%
BFM
1528
Boston Financial Management
Massachusetts
$616K +$13.6K +120 +2%
DLG
1529
Daniel L. Goodwin
$615K
GI
1530
Glovista Investments
New Jersey
$614K -$48.7K -431 -7%
RM
1531
Resource Management
Louisiana
$614K -$22.6K -200 -4%
ARC
1532
Advisor Resource Council
Texas
$614K +$621K +5,490 New
IWS
1533
Insight Wealth Strategies
California
$613K -$312K -2,757 -33%
GWS
1534
Glassman Wealth Services
Virginia
$613K +$49.5K +438 +9%
BCA
1535
Bay Colony Advisors
Massachusetts
$609K +$52.2K +462 +9%
IFG
1536
Investors Financial Group
Minnesota
$608K -$13.7K -121 -2%
SFG
1537
SNS Financial Group
Minnesota
$607K -$7.69K -68 -1%
SGK
1538
Steigerwald Gordon & Koch
Virginia
$606K +$2.37K +21 +0.4%
CWP
1539
Capital Wealth Planning
Florida
$601K -$2.26K -20 -0.4%
LWM
1540
Liberty Wealth Management
California
$601K +$7.35K +65 +1%
NNP
1541
Nachman Norwood & Parrott
South Carolina
$597K -$3.17K -28 -0.5%
TC
1542
Tacita Capital
Ontario, Canada
$595K
AC
1543
Apella Capital
Connecticut
$594K +$601K +5,312 New
TFS
1544
Thoroughbred Financial Services
Tennessee
$593K +$9.95K +88 +2%
FP
1545
Foundry Partners
Minnesota
$592K +$17K +150 +3%
CG
1546
Clarus Group
Texas
$591K -$22.4K -198 -4%
LAM
1547
LifePro Asset Management
California
$591K +$1.81K +16 +0.3%
WP
1548
WealthSource Partners
California
$588K -$36K -318 -6%
NHC
1549
Nicholas Hoffman & Company
Georgia
$588K +$26.6K +235 +5%
NAS
1550
Nicolet Advisory Services
Wisconsin
$587K +$9.27K +82 +2%

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.