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2,253 hedge funds and large institutions have $65.8B invested in Starbucks in 2024 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 816 increasing their positions, 1,068 reducing their positions, and 314 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.21% more ownership

Funds ownership: 72.4%74.61% (+2.2%)

7% less call options, than puts

Call options by funds: $2.82B | Put options by funds: $3.02B

8% less funds holding

Funds holding: 2,4422,253 (-189)

12% less capital invested

Capital invested by funds: $74.8B → $65.8B (-$9B)

24% less repeat investments, than reductions

Existing positions increased: 816 | Existing positions reduced: 1,068

33% less funds holding in top 10

Funds holding in top 10: 3322 (-11)

49% less first-time investments, than exits

New positions opened: 159 | Existing positions closed: 314

Holders
2,253
Holders Change
-189
Holders Change %
-7.74%
% of All Funds
32.53%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.32%
New
159
Increased
816
Reduced
1,068
Closed
314
Calls
$2.82B
Puts
$3.02B
Net Calls
-$198M
Net Calls Change
-$597M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$22.8M -$13.4M -164,767 -36%
Cambridge Investment Research Advisors
227
Cambridge Investment Research Advisors
Iowa
$22.8M +$372K +4,567 +2%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$22.4M -$2.42M -29,662 -9%
OFCM
229
One Fin Capital Management
California
$22.2M +$23.2M +285,000 New
TAM
230
Trillium Asset Management
Massachusetts
$22M -$915K -11,234 -4%
AM
231
Atreides Management
Massachusetts
$21.8M +$22.8M +280,473 New
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
$21.5M +$1.05M +12,903 +5%
SA
233
Sanctuary Advisors
Indiana
$21.2M +$19.6M +240,259 New
SLAM
234
Swiss Life Asset Management
$21M +$1.74M +21,323 +9%
X
235
Xponance
Pennsylvania
$20.6M +$141K +1,735 +0.7%
KeyBank National Association
236
KeyBank National Association
Ohio
$20.6M -$2.41M -29,555 -10%
RT
237
Rockland Trust
Massachusetts
$20.6M +$1.38M +17,003 +7%
Fidelity International
238
Fidelity International
Bermuda
$20.3M -$16.3M -199,889 -43%
Tudor Investment Corp
239
Tudor Investment Corp
Connecticut
$20.3M -$12.2M -150,339 -37%
Capstone Investment Advisors
240
Capstone Investment Advisors
New York
$20M +$13.4M +164,987 +180%
BCI
241
Brinker Capital Investments
Pennsylvania
$19.9M +$46.3K +569 +0.2%
OPS
242
Orion Portfolio Solutions
Nebraska
$19.9M +$46.3K +569 +0.2%
O
243
Ossiam
France
$19.8M +$5.49M +67,369 +36%
Neuberger Berman Group
244
Neuberger Berman Group
New York
$19.7M -$6.49M -79,644 -24%
Rafferty Asset Management
245
Rafferty Asset Management
New York
$19.6M +$1.78M +21,816 +9%
Retirement Systems of Alabama
246
Retirement Systems of Alabama
Alabama
$19.5M -$2.36K -29 -0%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$19.4M +$20.2K +248 +0.1%
GT
248
Glenmede Trust
Pennsylvania
$19.3M -$1.18M -14,544 -6%
SAM
249
Storebrand Asset Management
Norway
$18.7M +$67.4K +827 +0.3%
AB
250
Amalgamated Bank
New York
$18.7M -$425K -5,222 -2%

SBUX Hedge Fund Activity: Q2 2024 in Review

2,253 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q2 2024, worth a combined $65.8B — down 12% from $74.8B a quarter earlier.

Sellers outnumbered buyers: 314 funds closed out of SBUX and 159 opened new positions — a net loss of 155 holders — while 1,068 trimmed existing stakes and 816 added.

The largest buyer was Barclays, adding an estimated $1.2B. The largest seller was Royal Bank of Canada, cutting an estimated $510M.

  • 2,253 institutional investors held Starbucks (SBUX) as of Q2 2024, down from 2,442 in Q1 2024.
  • Funds reported $65.8B of Starbucks stock for Q2 2024, down 12% quarter-over-quarter.
  • 159 funds opened new Starbucks positions in Q2 2024 and 314 closed out, a net change of -155 holders.
  • The largest Starbucks buyer in Q2 2024 was Barclays, an estimated $1.2B added.
  • The largest Starbucks seller in Q2 2024 was Royal Bank of Canada, an estimated $510M sold.

Based on aggregated 13F filings for Q2 2024.