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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
COCM
2201
Charter Oak Capital Management
New Hampshire
$25K +$6.56K +58 +35%
PP
2202
PrairieView Partners
Minnesota
$24K
LJHT
2203
Laurie J. Hall Trustee
$23K -$2.83K -25 -11%
DRS
2204
Deane Retirement Strategies
Louisiana
$23K
BBL
2205
Beck Bode LLC
Massachusetts
$23K +$22.8K +202 New
MRCM
2206
M&R Capital Management
New Jersey
$22K
OAJ
2207
Ogorek Anthony Joseph
New York
$22K
JGIA
2208
Jackson Grant Investment Advisers
Connecticut
$21K +$565 +5 +3%
TCCM
2209
Timber Creek Capital Management
Massachusetts
$19K
ECM
2210
Estabrook Capital Management
New York
$18.8K
CA
2211
Centerpoint Advisors
Massachusetts
$18K +$6.44K +57 +53%
GCM
2212
Gladius Capital Management
Illinois
$17K -$30.2K -267 -64%
HFA
2213
Hoover Financial Advisors
Pennsylvania
$17K +$113 +1 +0.6%
JWM
2214
Janiczek Wealth Management
Colorado
$16K +$9.5K +84 +150%
FP
2215
Financial Perspectives
Minnesota
$15.9K -$1.74M -15,362 -99%
RBC
2216
Roble Belko & Company
Pennsylvania
$15K
HFM
2217
Hartford Financial Management
Connecticut
$14K
CP
2218
Corbenic Partners
Pennsylvania
$14K +$5.65K +50 +67%
ACA
2219
Atlas Capital Advisors
Wyoming
$13.8K +$2.37K +21 +21%
BFG
2220
Baron Financial Group
New Jersey
$13.4K
MFT
2221
Moisand Fitzgerald Tamayo
Florida
$13K
CWAF
2222
Core Wealth Advisors (Florida)
Florida
$13K +$7.91K +70 +140%
MFG
2223
Monumental Financial Group
Maryland
$12K -$811K -7,173 -99%
CFFP
2224
Center for Financial Planning
Michigan
$12K
CCC
2225
Crescent Capital Consulting
Louisiana
$12K

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.