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2,332 hedge funds and large institutions have $85B invested in Starbucks in 2024 Q3 according to their latest regulatory filings, with 270 funds opening new positions, 760 increasing their positions, 1,089 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 270 | Existing positions closed: 164

55% more funds holding in top 10

Funds holding in top 10: 2234 (+12)

29% more capital invested

Capital invested by funds: $65.8B → $85B (+$19.2B)

21% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $3.53B

4% more funds holding

Funds holding: 2,2532,332 (+79)

2.46% more ownership

Funds ownership: 74.61%77.07% (+2.5%)

30% less repeat investments, than reductions

Existing positions increased: 760 | Existing positions reduced: 1,089

Holders
2,332
Holders Change
+79
Holders Change %
+3.51%
% of All Funds
33.48%
Holding in Top 10
34
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+54.55%
% of All Funds
0.49%
New
270
Increased
760
Reduced
1,089
Closed
164
Calls
$4.28B
Puts
$3.53B
Net Calls
+$743M
Net Calls Change
+$942M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
301
New York Life Investment Management
New York
$16.3M -$431K -5,022 -3%
HCM
302
Hutchinson Capital Management
California
$16.2M -$38.4K -448 -0.3%
Bank Julius Baer & Co
303
Bank Julius Baer & Co
Switzerland
$16.2M +$4.68M +54,580 +64%
AAM
304
Advisors Asset Management
Colorado
$15.6M -$3.27M -38,065 -19%
RWP
305
RWA Wealth Partners
Massachusetts
$15.6M -$161K -1,878 -1%
SSA
306
Schonfeld Strategic Advisors
New York
$15.6M -$856K -9,983 -6%
TC
307
TownSquare Capital
Utah
$15.6M +$835K +9,733 +6%
BPCE
308
Bank Pictet & Cie (Europe)
Germany
$15.6M +$317K +3,700 +2%
VIP
309
Vantage Investment Partners
Missouri
$15.5M -$944 -11 -0%
Envestnet Portfolio Solutions
310
Envestnet Portfolio Solutions
Illinois
$15.5M -$1.09M -12,699 -7%
CAM
311
Cresset Asset Management
Illinois
$15.4M +$734K +8,551 +6%
AI
312
Atria Investments
North Carolina
$15.4M +$1.16M +13,479 +9%
Citadel Advisors
313
Citadel Advisors
Florida
$15M -$393M -4,579,035 -97%
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$15M -$1.79M -20,852 -12%
MFIM
315
Mesirow Financial Investment Management
Illinois
$14.7M -$98.7K -1,150 -0.8%
LSERS
316
Louisiana State Employees Retirement System
Louisiana
$14.6M -$335K -3,900 -3%
CCM
317
Coldstream Capital Management
Washington
$14.4M +$950K +11,074 +8%
MWM
318
Modera Wealth Management
New Jersey
$14.3M -$59.6K -695 -0.5%
AFG
319
Albion Financial Group
Utah
$14.2M +$39K +454 +0.3%
Vontobel Holding
320
Vontobel Holding
Switzerland
$14.1M -$2.49M -29,049 -17%
MGP
321
M&G plc
United Kingdom
$14.1M +$12.5M +145,853 New
CI
322
Capital International
California
$14.1M +$12.4M +144,453 New
AIMC
323
Alley Investment Management Company
Illinois
$14M -$4.12K -48 -0%
MFAM
324
Motley Fool Asset Management
Virginia
$13.9M -$145K -1,687 -1%
Walleye Trading
325
Walleye Trading
New York
$13.8M +$1.14M +13,261 +10%

SBUX Hedge Fund Activity: Q3 2024 in Review

2,332 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2024, worth a combined $85B — up 29% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 270 funds opened new SBUX positions and 164 closed out — a net gain of 106 holders — while 760 added to existing stakes and 1,089 trimmed.

The largest buyer was Capital World Investors, adding an estimated $3.55B. The largest seller was Barclays, cutting an estimated $1.42B.

  • 2,332 institutional investors held Starbucks (SBUX) as of Q3 2024, up from 2,253 in Q2 2024.
  • Funds reported $85B of Starbucks stock for Q3 2024, up 29% quarter-over-quarter.
  • 270 funds opened new Starbucks positions in Q3 2024 and 164 closed out, a net change of +106 holders.
  • The largest Starbucks buyer in Q3 2024 was Capital World Investors, an estimated $3.55B added.
  • The largest Starbucks seller in Q3 2024 was Barclays, an estimated $1.42B sold.

Based on aggregated 13F filings for Q3 2024.