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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
VV
376
Verity & Verity
South Carolina
$10.7M -$2.43M -28,279 -20%
EMPI
377
Elo Mutual Pension Insurance
Finland
$10.5M +$788K +9,187 +9%
Nomura Holdings
378
Nomura Holdings
Japan
$10.4M -$38.5M -449,172 -81%
MCM
379
Mattern Capital Management
Colorado
$10.3M +$128K +1,492 +1%
Wolverine Trading
380
Wolverine Trading
Illinois
$10.3M -$11M -128,322 -55%
VFM
381
Viking Fund Management
North Dakota
$10.2M +$1.54M +18,000 +21%
WAM
382
Weatherly Asset Management
California
$10.2M -$478K -5,570 -5%
MIA
383
MMBG Investment Advisors
Florida
$10.2M -$1.44M -16,730 -14%
TWC
384
TD Waterhouse Canada
Ontario, Canada
$10.2M -$1.24M -14,507 -12%
QCM
385
Quantinno Capital Management
New York
$10.2M +$2.41M +28,103 +37%
AQR Capital Management
386
AQR Capital Management
Connecticut
$10.1M -$9.87M -114,987 -53%
IGM
387
Incline Global Management
New York
$9.99M -$2.76M -32,117 -24%
AWS
388
Atria Wealth Solutions
New York
$9.99M -$1.64M -19,161 -16%
NA
389
NewEdge Advisors
Louisiana
$9.88M -$1.29M -15,010 -13%
PCIA
390
Prime Capital Investment Advisors
Kansas
$9.79M -$2.3M -26,752 -21%
MASUI
391
MIRAE ASSET SECURITIES (USA) INC.
New York
$9.78M +$7.19M +83,848 +510%
CS
392
Clear Street
New York
$9.75M
BRCM
393
Bright Rock Capital Management
Massachusetts
$9.75M +$8.58M +100,000 New
Mackenzie Financial
394
Mackenzie Financial
Ontario, Canada
$9.73M -$2.07M -24,081 -19%
UIM
395
USS Investment Management
United Kingdom
$9.66M
PA
396
Profund Advisors
Maryland
$9.58M -$488K -5,685 -5%
IG
397
ING Group
Netherlands
$9.57M -$83.2M -970,166 -91%
CIG
398
Cullen Investment Group
Louisiana
$9.47M -$356K -4,148 -4%
OPERF
399
Oregon Public Employees Retirement Fund
Oregon
$9.45M -$30.9K -360 -0.4%
RFM
400
Royal Fund Management
Florida
$9.44M +$4.14M +48,275 +101%

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.