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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
CCWA
1651
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$473K +$478K +4,231 New
BWA
1652
BDO Wealth Advisors
Florida
$472K -$22.5K -199 -4%
EB
1653
Eastern Bank
Massachusetts
$471K -$6.56K -58 -1%
FCFC
1654
First Commonwealth Financial Corp
Pennsylvania
$471K +$32.9K +291 +7%
BWM
1655
Bulltick Wealth Management
Florida
$470K +$475K +4,205 New
DIA
1656
Dana Investment Advisors
Wisconsin
$470K
TWM
1657
TMD Wealth Management
Arizona
$469K -$46.6K -412 -9%
NCMW
1658
Northern Capital Management (Washington)
Washington
$468K
JBA
1659
Johnson Bixby & Associates
Washington
$468K +$13.5K +119 +3%
BCP
1660
Blue Chip Partners
Michigan
$467K -$91.6K -810 -16%
RW
1661
REDW Wealth
New Mexico
$467K
NPF
1662
Norris Perne & French
Michigan
$465K
PIM
1663
Profit Investment Management
Maryland
$465K
GWM
1664
Gitterman Wealth Management
New Jersey
$464K -$99.3K -878 -17%
VWM
1665
Vigilare Wealth Management
Arizona
$463K -$39.6K -350 -8%
OC
1666
Oakworth Capital
Alabama
$463K -$3.39K -30 -0.7%
MMM
1667
Mendel Money Management
Illinois
$463K
PP
1668
PDS Planning
Ohio
$463K +$18K +159 +4%
VC
1669
Veracity Capital
Georgia
$462K -$459K -4,057 -50%
VNA
1670
Valley National Advisers
Pennsylvania
$460K +$1.36K +12 +0.3%
ICA
1671
Infrastructure Capital Advisors
New York
$459K -$46.4K -410 -9%
WPC
1672
Waters Parkerson & Co
Louisiana
$458K -$67.8K -600 -13%
TIP
1673
Torray Investment Partners
Maryland
$457K +$9.61K +85 +2%
BSG
1674
Black Swift Group
Colorado
$456K -$791K -7,000 -63%
SC
1675
SouthState Corp
Florida
$456K -$69K -610 -13%

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.