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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
Jones Financial Companies
326
Jones Financial Companies
Missouri
$12.6M +$5.23M +64,277 +66%
JC
327
Jacobs & Co
California
$12.6M +$624K +7,662 +5%
VIP
328
Vantage Investment Partners
Missouri
$12.3M +$2.2M +26,985 +21%
OC
329
Oppenheimer & Co
New York
$12.3M -$3M -36,776 -19%
Macquarie Group
330
Macquarie Group
Australia
$12.2M -$13M -159,639 -51%
BPCE
331
Bank Pictet & Cie (Europe)
Germany
$12.1M +$781K +9,584 +7%
LSERS
332
Louisiana State Employees Retirement System
Louisiana
$12M -$48.9K -600 -0.4%
BJL
333
Brighton Jones LLC
Washington
$12M +$465K +5,715 +4%
CAPTRUST Financial Advisors
334
CAPTRUST Financial Advisors
North Carolina
$12M -$9.88M -121,354 -44%
Parallax Volatility Advisers
335
Parallax Volatility Advisers
California
$11.9M +$3.81M +46,754 +44%
MFIM
336
Mesirow Financial Investment Management
Illinois
$11.8M -$82.9K -1,018 -0.7%
TC
337
TownSquare Capital
Utah
$11.7M +$1.42M +17,441 +13%
CAM
338
Cresset Asset Management
Illinois
$11.7M -$382K -4,692 -3%
MWM
339
Modera Wealth Management
New Jersey
$11.5M +$557K +6,837 +5%
CB
340
Commerce Bank
Missouri
$11.4M -$4.05M -49,708 -25%
AFG
341
Albion Financial Group
Utah
$11.3M +$113K +1,390 +1%
MPWT
342
MassMutual Private Wealth & Trust
Connecticut
$11.3M -$14.1M -173,670 -55%
AI
343
Atria Investments
North Carolina
$11.2M +$216K +2,651 +2%
AIMC
344
Alley Investment Management Company
Illinois
$11.2M +$132K +1,620 +1%
QCM
345
QRG Capital Management
Illinois
$11.2M -$636K -7,804 -5%
TCOV
346
Trust Company of Vermont
Vermont
$11.2M -$621K -7,626 -5%
QC
347
Quadrature Capital
United Kingdom
$11.2M -$2.96M -36,309 -20%
MOACM
348
Mutual of America Capital Management
New York
$11.1M -$456K -5,595 -4%
MFAM
349
Motley Fool Asset Management
Virginia
$11.1M +$620K +7,619 +6%
DA
350
Dillon & Associates
Michigan
$11M +$48.5K +596 +0.4%

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.