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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
WP
2026
WealthShield Partners
North Carolina
$225K +$22.7K +201 +11%
AWP
2027
Abacus Wealth Partners
California
$225K +$2.71K +24 +1%
BCM
2028
BTC Capital Management
Iowa
$224K -$115K -1,014 -34%
AAM
2029
AR Asset Management
California
$224K
ACA
2030
Ascension Capital Advisors
Texas
$224K
SPIO
2031
Seven Post Investment Office
California
$224K
VAM
2032
Veritas Asset Management
United Kingdom
$224K
UH
2033
Unigestion Holding
Switzerland
$223K -$62.2K -550 -22%
ACM
2034
Allred Capital Management
Texas
$223K +$226 +2 +0.1%
VCM
2035
Vigilant Capital Management
Maine
$223K +$3.96K +35 +2%
CWA
2036
Clearview Wealth Advisors
Oregon
$222K +$339 +3 +0.2%
WAAG
2037
Wealth Alliance Advisory Group
Kansas
$221K -$565 -5 -0.3%
LOAMU
2038
Lombard Odier Asset Management (USA)
New York
$221K +$224K +1,978 New
GAG
2039
GM Advisory Group
New York
$221K +$224K +1,981 New
SFS
2040
Summit Financial Strategies
Ohio
$221K +$224K +1,981 New
UIA
2041
UBP Investment Advisors
Switzerland
$220K
WCM
2042
WealthBridge Capital Management
Ohio
$220K +$226 +2 +0.1%
PCMC
2043
Private Capital Management (Colorado)
Colorado
$220K +$4.97K +44 +2%
AWM
2044
Adams Wealth Management
Utah
$219K
COI
2045
Connable Office Inc
Michigan
$218K -$36.7K -325 -14%
ACA
2046
Affinity Capital Advisors
California
$217K
SCA
2047
STALEY CAPITAL ADVISERS
Pennsylvania
$217K
TCPWM
2048
Traverso Chambers Private Wealth Management
California
$217K
NEGWA
2049
New England Guild Wealth Advisors
Connecticut
$216K
CA
2050
Crumly & Associates
Illinois
$215K

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.