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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
EF
1826
Empowered Funds
Pennsylvania
$340K +$344K +3,040 New
PIM
1827
Penobscot Investment Management
Massachusetts
$339K
EWM
1828
Evermay Wealth Management
Virginia
$337K
LF
1829
Lantz Financial
Illinois
$337K +$113 +1 +0%
EPWM
1830
Essex Private Wealth Management
Massachusetts
$336K
FAG
1831
Financial Advisory Group
Texas
$336K +$69.6K +616 +26%
MSFS
1832
Main Street Financial Solutions
Pennsylvania
$335K -$22.4K -198 -6%
CSPIA
1833
Cary Street Partners Investment Advisory
Virginia
$334K +$17K +150 +5%
ACS
1834
Archford Capital Strategies
Illinois
$333K +$337K +2,977 New
DWM
1835
Destination Wealth Management
California
$332K -$9.04K -80 -3%
OWP
1836
Obermeyer Wealth Partners
Colorado
$332K
IA
1837
IFG Advisory
Georgia
$331K -$297K -2,629 -47%
JFA
1838
Johanson Financial Advisors
California
$331K -$19.8K -175 -6%
STB
1839
S&T Bank
Pennsylvania
$331K
TSS
1840
Two Sigma Securities
New York
$331K +$21K +186 +7%
SDWMA
1841
Schneider Downs Wealth Management Advisors
Pennsylvania
$330K +$2.49K +22 +0.8%
MS
1842
Maven Securities
Jersey
$330K +$194K +1,720 +140%
SFP
1843
Strategic Financial Partners
Oregon
$327K
BFS
1844
Bickling Financial Services
Massachusetts
$326K +$16.2K +143 +5%
CIA
1845
Choate Investment Advisors
Massachusetts
$326K +$330K +2,916 New
PWM
1846
Peterson Wealth Management
Nevada
$326K +$330K +2,917 New
ED
1847
Exane Derivatives
France
$326K
FPA
1848
First Pacific Advisors
California
$325K
GLLW
1849
Graves Light Lenhart Wealth
Virginia
$324K -$129K -1,140 -28%
PSIWM
1850
Paradigm Strategies in Wealth Management
Minnesota
$324K

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.