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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
HPCM
2051
Hunter Perkins Capital Management
Illinois
$215K
AFM
2052
Andesa Financial Management
Pennsylvania
$215K +$216K +1,914 New
BHC
2053
Bowen Hanes & Co
Florida
$215K +$217K +1,921 New
GCIG
2054
Grand Central Investment Group
Florida
$214K
RIM
2055
Regent Investment Management
Kentucky
$214K
CCM
2056
Crossvault Capital Management
Texas
$214K +$199K +1,761 New
BFIM
2057
Beese Fulmer Investment Management
Ohio
$213K +$565 +5 +0.3%
BCM
2058
Bienville Capital Management
New York
$212K
SWP
2059
Strategic Wealth Partners
Ohio
$212K +$214K +1,894 New
FPCM
2060
Financial Partners Capital Management
New York
$212K
HCIA
2061
Hochman Cole Investment Advisors
Illinois
$211K -$22.6K -200 -10%
MA
2062
Mezzasalma Advisors
New Jersey
$210K
SAM
2063
Sompo Asset Management
Japan
$210K +$213K +1,880 New
TWM
2064
Triton Wealth Management
Arizona
$209K -$18.2K -161 -8%
VC
2065
Vestor Capital
Illinois
$209K
PIFP
2066
Partners in Financial Planning
Virginia
$209K +$211K +1,869 New
SFM
2067
Stack Financial Management
Montana
$205K -$42.4M -375,496 -100%
PA
2068
PSI Advisors
Florida
$204K
CCFM
2069
Clear Creek Financial Management
Washington
$204K +$206K +1,825 New
IHWM
2070
Iron Horse Wealth Management
Iowa
$203K -$2.71K -24 -1%
GTAM
2071
Global Trust Asset Management
Florida
$202K
LL
2072
LPWM LLC
Minnesota
$202K +$195K +1,721 New
ALAM
2073
Asahi Life Asset Management
Japan
$201K -$122K -1,080 -38%
22CM
2074
20/20 Capital Management
California
$201K +$203K +1,797 New
DFCM
2075
Dark Forest Capital Management
Puerto Rico
$201K +$203K +1,800 New

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.