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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
BFA
1676
Beaumont Financial Advisors
Massachusetts
$456K -$8.48K -75 -2%
D
1677
Diversified
Delaware
$456K +$1.47K +13 +0.3%
JSL
1678
JT Stratford LLC
Georgia
$455K -$76.6K -678 -14%
FCB
1679
First Command Bank
Texas
$454K
FCFS
1680
First Command Financial Services
Texas
$454K
FAN
1681
Financial Advisors Network
California
$454K +$904 +8 +0.2%
BWG
1682
Beta Wealth Group
California
$454K +$460K +4,067 New
CCP
1683
Clarkston Capital Partners
Michigan
$452K -$160K -1,414 -26%
AAM
1684
Autus Asset Management
Arizona
$451K +$15.9K +141 +4%
Aristotle Capital Management
1685
Aristotle Capital Management
California
$447K
SWA
1686
SOA Wealth Advisors
New York
$447K +$34.8K +308 +8%
LIM
1687
Leavell Investment Management
Alabama
$446K
NRS
1688
Neville Rodie & Shaw
New York
$444K +$4.52K +40 +1%
PWPS
1689
Pinnacle Wealth Planning Services
Ohio
$444K +$4.63K +41 +1%
JHCP
1690
Jackson Hole Capital Partners
Oklahoma
$443K -$71.7K -634 -14%
AFM
1691
Abbot Financial Management
Massachusetts
$442K
ATC
1692
Adirondack Trust Company
New York
$441K -$5.65K -50 -1%
CWA
1693
Canvas Wealth Advisors
Kansas
$439K +$37.2K +329 +9%
MMA
1694
Miracle Mile Advisors
California
$439K +$42.6K +377 +11%
DDC
1695
DF Dent & Co
Maryland
$439K +$52.1K +461 +13%
CFG
1696
Cooper Financial Group
California
$439K +$56K +495 +14%
SP
1697
Successful Portfolios
Florida
$438K +$192K +1,698 +76%
PAMG
1698
Patton Albertson Miller Group
Tennessee
$437K -$113K -1,000 -20%
GI
1699
Gradient Investments
Minnesota
$437K -$21.9K -194 -5%
APA
1700
Allegiant Private Advisors
Florida
$434K -$62.9K -556 -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.