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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
WFO
2301
Wealthgate Family Office
Colorado
-$351K -3,213 Closed
CWM
2302
Connecticut Wealth Management
Connecticut
-$314K -2,874 Closed
IF
2303
IRON Financial
Illinois
-$308K -2,822 Closed
TWM
2304
Titus Wealth Management
California
-$265K -2,426 Closed
FNC
2305
First National Corp
Massachusetts
-$259K -2,373 Closed
KWA
2306
KCS Wealth Advisory
California
-$258K -2,365 Closed
LOAME
2307
Lombard Odier Asset Management (Europe)
United Kingdom
-$255K -2,338 Closed
TPCM
2308
Three Peaks Capital Management
Colorado
-$255K -2,336 Closed
SFM
2309
Signet Financial Management
New Jersey
-$251K -2,294 Closed
Verition Fund Management
2310
Verition Fund Management
Connecticut
-$242K -2,217 Closed
CA
2311
CGN Advisors
Kansas
-$230K -2,109 Closed
TGAM
2312
TBH Global Asset Management
Tennessee
-$228K -2,085 Closed
RFMS
2313
RWQ Financial Management Services
Florida
-$224K -2,050 Closed
HPC
2314
Hobart Private Capital
North Carolina
-$221K -2,027 Closed
SIGI
2315
Susquehanna International Group (Ireland)
Ireland
-$219K -2,001 Closed
TI
2316
tru Independence
Oregon
-$218K -1,995 Closed
AF
2317
Alerus Financial
North Dakota
-$203K -1,862 Closed
MLFP
2318
MPS Loria Financial Planners
Illinois
-$161K -1,475 Closed
TIM
2319
Thornburg Investment Management
New Mexico
-$141K -1,289 Closed
GAM
2320
Grandview Asset Management
Pennsylvania
-$125K -1,143 Closed
CAC
2321
Certified Advisory Corp
Florida
-$103K -943 Closed
AJ
2322
Ashburton (Jersey)
Jersey
-$99K -905 Closed
LF
2323
Lee Financial
Texas
-$82K -750 Closed
RG
2324
Retirement Group
California
-$80K -730 Closed
MTCM
2325
Mint Tower Capital Management
Netherlands
-$77K -705 Closed

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.