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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
CIM
2151
CCLA Investment Management
United Kingdom
$55.8K -$4.08M -36,097 -7%
GFPC
2152
Global Financial Private Client
Florida
$54.9K
LWA
2153
Lenox Wealth Advisors
New York
$54K -$5.65K -50 -9%
AWM
2154
Atticus Wealth Management
Florida
$54K
PCM
2155
Penserra Capital Management
California
$54K +$54.8K +485 New
AIG
2156
American International Group
New York
$53.3K -$1.12M -9,932 -2%
FCM
2157
Firestone Capital Management
Florida
$53K
MWA
2158
Moser Wealth Advisors
Washington
$52K -$96.1K -850 -64%
BEI
2159
Benjamin Edwards Inc
Missouri
$51K -$121K -1,066 -70%
HR
2160
Howe & Rusling
New York
$51K
HIM
2161
Hillsdale Investment Management
Ontario, Canada
$50K +$50.9K +450 New
GG
2162
Gleason Group
Kentucky
$49K +$678 +6 +1%
RDFA
2163
Ritter Daniher Financial Advisory
Ohio
$48K
APWA
2164
Atlas Private Wealth Advisors
New Jersey
$47K +$6.33K +56 +16%
CPFP
2165
Clear Perspectives Financial Planning
Ohio
$46K
FFA
2166
Freedman Financial Associates
Massachusetts
$45K
KLWA
2167
Kelly Lawrence W & Associates
California
$45K
SA
2168
SRH Advisors
Kansas
$45K
VRM
2169
Vectors Research Management
New York
$45K
RIM
2170
Rockbridge Investment Management
New York
$44K -$1.13K -10 -2%
Nisa Investment Advisors
2171
Nisa Investment Advisors
Missouri
$43.9K -$4.32M -38,194 -9%
TFM
2172
TFC Financial Management
Massachusetts
$43K -$8.93K -79 -17%
PWA
2173
Phoenix Wealth Advisors
North Carolina
$42K
WR
2174
WD Rutherford
Oregon
$41K +$11.9K +105 +40%
BC
2175
Barnett & Company
Tennessee
$37K

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.