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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
TWM
1751
Tolleson Wealth Management
Texas
$398K
MFA
1752
Mayflower Financial Advisors
Massachusetts
$397K +$47.6K +421 +13%
MIM
1753
Moseley Investment Management
Florida
$397K +$142K +1,259 +55%
BCM
1754
Boltwood Capital Management
California
$396K -$40.7K -360 -9%
SG
1755
Stonnington Group
California
$395K -$5.54K -49 -1%
THWM
1756
Taylor Hoffman Wealth Management
Virginia
$395K -$5.09K -45 -1%
RWA
1757
River Wealth Advisors
Pennsylvania
$395K -$4.63K -41 -1%
CBN
1758
Cadence Bank NA
Texas
$395K +$7.69K +68 +2%
GPFA
1759
Game Plan Financial Advisors
Ohio
$394K -$8.48K -75 -2%
FWM
1760
Fairhaven Wealth Management
Illinois
$394K -$3.96K -35 -1%
GWM
1761
GSB Wealth Management
Connecticut
$394K +$1.47K +13 +0.4%
TWP
1762
Tempus Wealth Planning
California
$394K +$398K +3,520 New
FMWA
1763
Forvis Mazars Wealth Advisors
Missouri
$393K -$83.1K -735 -17%
CFO
1764
CVA Family Office
Colorado
$392K +$304K +2,689 +328%
RWA
1765
Ropes Wealth Advisors
Massachusetts
$390K
CI
1766
CX Institutional
Indiana
$390K +$7.91K +70 +2%
SAM
1767
Strategy Asset Managers
California
$389K +$14.5K +128 +4%
WPP
1768
Whalerock Point Partners
Rhode Island
$388K
ISL
1769
Ingalls & Snyder LLC
New York
$387K +$1.36K +12 +0.3%
EAM
1770
Evanson Asset Management
California
$386K +$4.86K +43 +1%
SWM
1771
Salvus Wealth Management
New Jersey
$386K +$82K +725 +27%
XS
1772
XR Securities
Illinois
$386K +$390K +3,454 New
EP
1773
EPIQ Partners
Minnesota
$383K
LA
1774
LexAurum Advisors
Kansas
$382K -$17.5K -155 -4%
LFGH
1775
Lee Financial Group Hawaii
Hawaii
$382K +$1.36K +12 +0.4%

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.