We are live on ! Find out more
SBUX icon

Starbucks

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
Verition Fund Management
301
Verition Fund Management
Connecticut
$14M +$9.98M +122,530 +215%
AF
302
Allworth Financial
California
$13.8M +$11.8M +144,756 +483%
CDH
303
Charles D. Hyman
$13.8M -$376K -4,611 -3%
TRSOTSOK
304
Teachers Retirement System of the State of Kentucky
Kentucky
$13.8M -$224K -2,756 -2%
WP
305
Waycross Partners
Kentucky
$13.7M +$1.49M +18,264 +12%
LC
306
Lincoln Capital
Nebraska
$13.7M -$180K -2,213 -1%
WTB
307
Washington Trust Bank
Washington
$13.7M +$1.07M +13,187 +8%
PGFC
308
Peapack-Gladstone Financial Corp
New Jersey
$13.6M +$1.83M +22,520 +15%
IGAM
309
iA Global Asset Management
Quebec, Canada
$13.6M -$1.47M -18,099 -9%
NIG
310
NFJ Investment Group
Texas
$13.6M -$4.29M -52,693 -23%
Vontobel Holding
311
Vontobel Holding
Switzerland
$13.6M -$167K -2,051 -1%
NYLIM
312
New York Life Investment Management
New York
$13.4M +$142K +1,746 +1%
QI
313
QV Investors
Alberta, Canada
$13.4M -$52.1K -640 -0.4%
IMPI
314
Ilmarinen Mutual Pension Insurance
Finland
$13.4M -$2.04M -25,000 -13%
Envestnet Portfolio Solutions
315
Envestnet Portfolio Solutions
Illinois
$13.3M -$252K -3,097 -2%
SSA
316
Schonfeld Strategic Advisors
New York
$13.2M -$6.69M -82,154 -33%
LIP
317
Lighthouse Investment Partners
Florida
$13.2M +$9.69M +119,000 +238%
BFS
318
Bradley Foster & Sargent
Connecticut
$13.1M -$3.3M -40,559 -19%
HCM
319
Hutchinson Capital Management
California
$13M +$13.6M +166,552 New
NAM
320
NorthCrest Asset Manangement
Minnesota
$12.9M +$607K +7,458 +5%
SBWIC
321
Schaper Benz & Wise Investment Counsel
Wisconsin
$12.9M +$2.48M +30,495 +23%
SCM
322
Shelton Capital Management
Colorado
$12.8M +$168K +2,063 +1%
DIA
323
Davidson Investment Advisors
Montana
$12.6M -$8.41M -103,260 -39%
Janus Henderson Group
324
Janus Henderson Group
United Kingdom
$12.6M -$373M -4,582,654 -97%
RWP
325
RWA Wealth Partners
Massachusetts
$12.6M -$94.7K -1,163 -0.7%

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.