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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
AP
1776
Appleton Partners
Massachusetts
$382K +$11.3K +100 +3%
HHGA
1777
Halbert Hargrove Global Advisors
California
$381K +$16.5K +146 +4%
CBTWT
1778
Community Bank & Trust (Waco, Texas)
Texas
$381K +$86K +761 +29%
BCM
1779
Buckhead Capital Management
Georgia
$378K -$28.3K -250 -7%
CIC
1780
Cutler Investment Counsel
Oregon
$378K
SIC
1781
Samalin Investment Counsel
New York
$377K +$113 +1 +0%
CC
1782
Corsicana & Co
Texas
$377K +$381K +3,372 New
CMANY
1783
Capital Management Associates (New York)
New York
$376K -$525K -4,645 -58%
SG
1784
StoneX Group
New York
$375K +$452 +4 +0.1%
SF
1785
Symphony Financial
Texas
$374K -$255K -2,254 -40%
PWM
1786
PBMares Wealth Management
Virginia
$373K +$226 +2 +0.1%
NAG
1787
Northstar Advisory Group
New Jersey
$373K +$49K +433 +15%
DC
1788
DeDora Capital
California
$373K +$50.2K +444 +15%
ML
1789
McAdam LLC
Pennsylvania
$371K -$27.5K -243 -7%
JFA
1790
JNBA Financial Advisors
Minnesota
$370K -$5.65K -50 -1%
SM
1791
Sciencast Management
New Jersey
$370K +$356K +3,150 New
AWG
1792
Altus Wealth Group
Colorado
$369K -$1.47K -13 -0.4%
HWMA
1793
Heritage Wealth Management (Arizona)
Arizona
$369K +$373K +3,302 New
HCA
1794
Harbour Capital Advisors
Virginia
$366K -$479K -4,235 -56%
AAP
1795
Arax Advisory Partners
Colorado
$366K +$370K +3,272 New
WC
1796
Woodstock Corp
Massachusetts
$363K
NAM
1797
NTV Asset Management
West Virginia
$363K +$113 +1 +0%
BG
1798
Bellevue Group
Switzerland
$362K
AWA
1799
ARS Wealth Advisors
Florida
$361K -$127K -1,126 -26%
COF
1800
Capital One Financial
Virginia
$361K -$7.57K -67 -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.