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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
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$13.6M -$1.2M -13,993 -9%
MOACM
327
Mutual of America Capital Management
New York
$13.6M -$285K -3,325 -2%
Pacer Advisors
328
Pacer Advisors
Pennsylvania
$13.6M +$463K +5,397 +4%
GLA
329
Great Lakes Advisors
Illinois
$13.6M +$978K +11,398 +9%
FMII
330
Farmers & Merchants Investments Inc
Nebraska
$13.5M +$19.6K +229 +0.2%
DA
331
Dillon & Associates
Michigan
$13.4M -$163K -1,895 -1%
TCOV
332
Trust Company of Vermont
Vermont
$13.4M -$532K -6,205 -4%
NCL
333
Nishkama Capital LLC
Puerto Rico
$13.3M +$11.7M +136,544 New
KIA
334
KCM Investment Advisors
California
$13.2M -$111K -1,293 -0.9%
AIM
335
Arcadia Investment Management
Michigan
$13.2M -$18.4K -215 -0.2%
CB
336
Commerce Bank
Missouri
$13.1M -$1.02M -11,928 -8%
SVCP
337
Silicon Valley Capital Partners
California
$12.9M +$833K +9,714 +8%
SOADOR
338
State of Alaska Department of Revenue
Alaska
$12.8M +$725K +8,450 +7%
WB
339
WesBanco Bank
West Virginia
$12.8M -$116K -1,349 -1%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$12.8M -$74.5K -868 -0.7%
SPIA
341
Steward Partners Investment Advisory
New York
$12.8M +$428K +4,989 +4%
P
342
&Partners
Tennessee
$12.7M +$5.97M +69,571 +113%
MAM
343
Mark Asset Management
New York
$12.7M +$793K +9,238 +8%
SMDAM
344
Sumitomo Mitsui DS Asset Management
Japan
$12.4M +$475K +5,534 +5%
HI
345
Hendershot Investments
Virginia
$12.4M -$45.6K -532 -0.4%
OC
346
Oppenheimer & Co
New York
$12.3M -$2.73M -31,770 -20%
RJT
347
Raymond James Trust
Florida
$12.3M -$270K -3,148 -2%
RCM
348
Ratan Capital Management
Florida
$12.3M +$10.8M +126,004 New
AG
349
AlTi Global
New York
$12.2M +$9.15M +106,622 +581%
QCM
350
QRG Capital Management
Illinois
$12.2M -$1.66M -19,345 -13%

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.