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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
DA
1601
Doliver Advisors
Texas
$527K -$49.7K -440 -9%
GM
1602
GeoWealth Management
Illinois
$526K +$15.9K +141 +3%
ZAM
1603
Zevin Asset Management
Massachusetts
$525K
GG
1604
Golden Green
South Carolina
$525K +$10.9K +96 +2%
WW
1605
Westshore Wealth
California
$524K +$67.8K +600 +15%
FHB
1606
First Hawaiian Bank
Hawaii
$523K -$213K -1,882 -29%
HCM
1607
Hengehold Capital Management
Ohio
$523K
JWM
1608
Jeppson Wealth Management
California
$520K -$1.13K -10 -0.2%
REMPR
1609
Roof Eidam Maycock Peralta (REMP)
California
$520K
WA
1610
Wambolt & Associates
Colorado
$519K +$12.9K +114 +3%
MBT
1611
Montecito Bank & Trust
California
$518K +$44.2K +391 +9%
AP
1612
Americana Partners
Texas
$518K +$303K +2,679 +119%
CM
1613
Castleark Management
Illinois
$517K
ESCM
1614
Echo Street Capital Management
New York
$516K +$522K +4,614 New
HFA
1615
High Falls Advisors
New York
$515K +$110K +973 +27%
CAAS
1616
Capital Asset Advisory Services
Michigan
$514K -$263K -2,322 -34%
SFSIG
1617
San Francisco Sentry Investment Group
California
$513K -$1.7K -15 -0.3%
RI
1618
Ridgewood Investments
New Jersey
$513K +$14K +124 +3%
VFM
1619
Vivid Financial Management
California
$512K +$23.1K +204 +5%
XSC
1620
X-Square Capital
Puerto Rico
$508K +$1.92K +17 +0.4%
VCG
1621
Vantage Consulting Group
Virginia
$507K +$136K +1,202 +36%
HWM
1622
Hohimer Wealth Management
Washington
$506K -$38K -336 -7%
WP
1623
Waycross Partners
Kentucky
$503K +$195K +1,725 +62%
RC
1624
Roundview Capital
New Jersey
$502K +$64.7K +572 +15%
CPO
1625
Cerity Partners OCIO
New York
$502K +$64.9K +574 +15%

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.