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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
MSU
451
Mizuho Securities USA
New York
$6.8M +$7.11M +87,339 New
VFM
452
Viking Fund Management
North Dakota
$6.77M +$4.4M +54,000 +164%
RIA
453
RPG Investment Advisory
California
$6.77M -$160K -1,969 -2%
KRS
454
Kentucky Retirement Systems
Kentucky
$6.64M -$51.1K -627 -0.7%
WCM
455
Woodson Capital Management
Connecticut
$6.62M +$6.92M +85,000 New
PCC
456
Park Circle Company
Maryland
$6.56M -$3.43M -42,075 -33%
WT
457
Whittier Trust
California
$6.49M -$27.2K -334 -0.4%
GA
458
GFS Advisors
Texas
$6.43M -$2.12M -25,980 -97%
Fayez Sarofim & Co
459
Fayez Sarofim & Co
Texas
$6.43M +$109K +1,342 +2%
FG
460
Fiduciary Group
Georgia
$6.37M -$107K -1,308 -2%
SAM
461
Stansberry Asset Management
Texas
$6.34M +$4.74M +58,226 +251%
SWP
462
Stratos Wealth Partners
Ohio
$6.33M +$134K +1,641 +2%
SFA
463
Sequoia Financial Advisors
Ohio
$6.29M -$531K -6,518 -7%
BCWM
464
Bartlett & Co Wealth Management
Ohio
$6.28M -$1.78M -21,821 -21%
HT
465
Heritage Trust
Oklahoma
$6.27M +$267K +3,278 +4%
CCMINC
466
Cardinal Capital Management Inc (North Carolina)
North Carolina
$6.26M +$130K +1,597 +2%
MPM
467
MBB Public Markets
Illinois
$6.25M +$6.28M +77,163 +2,424%
TW
468
TritonPoint Wealth
Maryland
$6.19M -$557K -6,838 -8%
FIM
469
Fruth Investment Management
Texas
$6.19M -$61.1K -750 -0.9%
LCM
470
LVM Capital Management
Michigan
$6.19M +$372K +4,569 +6%
FPFS
471
First Personal Financial Services
North Carolina
$6.18M +$42.3K +520 +0.7%
AC
472
Addenda Capital
Quebec, Canada
$6.17M +$1.41M +17,253 +28%
BFS
473
Bard Financial Services
Connecticut
$6.17M -$68K -835 -1%
IFWM
474
Institute for Wealth Management
Colorado
$6.13M +$296K +3,632 +5%
CA
475
CSM Advisors
Pennsylvania
$6.1M -$25.2K -310 -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.