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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
AW
2126
Avion Wealth
Texas
$76K -$4.86K -43 -6%
TFO
2127
Tarbox Family Office
California
$75K -$339 -3 -0.4%
AWM
2128
Activest Wealth Management
Florida
$75K +$2.49K +22 +3%
SWM
2129
Selective Wealth Management
Virginia
$75K +$21.9K +194 +40%
CYG
2130
Clean Yield Group
Vermont
$75K +$75.5K +668 New
SL
2131
Savior LLC
Massachusetts
$74K -$2.49K -22 -3%
CTB
2132
Country Trust Bank
Illinois
$74K
WFA
2133
West Financial Advisors
Iowa
$74K +$113 +1 +0.2%
CAL
2134
Capital Advisors Ltd
Ohio
$71K
CCMW
2135
Cypress Capital Management (Wyoming)
Wyoming
$69K +$33.9K +300 +95%
MGIM
2136
M&G Investment Management
United Kingdom
$67.1K +$67.3M +594,910 +15,172%
FMP
2137
Financial Management Professionals
Texas
$67K +$7.46K +66 +12%
ONST
2138
Old North State Trust
North Carolina
$66K +$4.3K +38 +7%
CFN
2139
Cordasco Financial Network
Florida
$65K
HL
2140
Harding Loevner
New Jersey
$65K
ANBT
2141
American National Bank & Trust
Texas
$64K -$25.3K -224 -28%
LWA
2142
Lowe Wealth Advisors
Maryland
$64K
SFP
2143
Sterling Financial Planning
New Jersey
$63K
TFIPS
2144
Towarzystwo Funduszy Inwestycyjnych PZU SA
$62.5K
CCM
2145
Cribstone Capital Management
Maine
$60K
EARNEST Partners
2146
EARNEST Partners
Georgia
$60K
HWM
2147
HighMark Wealth Management
Minnesota
$59K +$226 +2 +0.4%
SAM
2148
S.A. Mason
Michigan
$57K +$113 +1 +0.2%
SM
2149
SG3 Management
Puerto Rico
$56K -$2.2M -19,500 -98%
LFG
2150
Larson Financial Group
Missouri
$56K -$15.3K -135 -21%

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.