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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
LJAC
1576
L.J. Altfest & Co
New York
$549K +$226 +2 +0%
WIM
1577
Westside Investment Management
California
$549K +$9.95K +88 +0.8%
WA
1578
Waverly Advisors
Alabama
$548K
FDS
1579
Freedom Day Solutions
Texas
$547K -$25.3K -224 -4%
GVAG
1580
Great Valley Advisor Group
Delaware
$547K -$1.92K -17 -0.3%
ANTB
1581
AMG National Trust Bank
Colorado
$547K +$84.2K +745 +18%
CAM
1582
CenterStar Asset Management
Illinois
$542K
PCA
1583
Pallas Capital Advisors
Massachusetts
$542K +$107K +946 +26%
DWM
1584
Dorchester Wealth Management
Quebec, Canada
$541K
WG
1585
Welch Group
Alabama
$541K +$3.05K +27 +0.6%
UR
1586
USCA RIA
Texas
$541K +$46.6K +412 +9%
AWM
1587
Aberdeen Wealth Management
Illinois
$540K +$20K +177 +4%
KFA
1588
Krane Funds Advisors
New York
$540K +$78.2K +692 +17%
JIC
1589
Joel Isaacson & Co
New York
$540K +$114K +1,009 +26%
SWA
1590
Sutton Wealth Advisors
Florida
$538K
BA
1591
Ballast Advisors
Minnesota
$538K -$3.28K -29 -0.6%
HIMC
1592
Heritage Investors Management Corp
Maryland
$534K +$113K +1,000 +26%
RCM
1593
Regency Capital Management
Hawaii
$533K -$17.5K -155 -3%
BFG
1594
Berger Financial Group
Minnesota
$533K +$6.11K +54 +1%
OBGC
1595
O'Brien Greene & Co
Pennsylvania
$532K -$268K -2,375 -33%
CRI
1596
Colonial River Investments
Virginia
$532K -$38.9K -344 -7%
DI
1597
Diligent Investors
California
$531K -$44K -389 -8%
MFG
1598
Merit Financial Group
Georgia
$531K +$42.3K +374 +9%
JLBC
1599
J.L. Bainbridge & Co
Florida
$530K -$13.1K -116 -2%
MP
1600
McDonald Partners
Ohio
$528K +$12K +106 +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.