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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
Connor, Clark & Lunn Investment Management (CC&L)
451
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.67M +$6.75M +78,724 New
IFWM
452
Institute for Wealth Management
Colorado
$7.66M -$12.4K -145 -0.2%
PS
453
Principal Securities
Iowa
$7.57M +$799K +9,308 +14%
PP
454
Prudential plc
United Kingdom
$7.51M +$641K +7,471 +11%
Squarepoint
455
Squarepoint
New York
$7.43M -$19.6M -228,376 -75%
HFS
456
Hantz Financial Services
Michigan
$7.42M +$1.71M +19,965 +36%
PKC
457
Palmer Knight Company
Florida
$7.39M +$19.2K +224 +0.3%
BA
458
Bristlecone Advisors
Washington
$7.37M -$181K -2,114 -3%
TW
459
TritonPoint Wealth
Maryland
$7.35M -$351K -4,092 -5%
SA
460
SpiderRock Advisors
Delaware
$7.32M -$203K -2,363 -3%
BFA
461
Bragg Financial Advisors
North Carolina
$7.31M +$176K +2,054 +3%
BCWM
462
Bartlett & Co Wealth Management
Ohio
$7.3M -$496K -5,785 -7%
CA
463
CSM Advisors
Pennsylvania
$7.3M -$295K -3,440 -4%
PCA
464
Providence Capital Advisors
North Carolina
$7.26M +$991K +11,553 +18%
WF
465
WoodTrust Financial
Wisconsin
$7.25M +$359K +4,179 +6%
MIA
466
MainStreet Investment Advisors
Illinois
$7.24M -$4.08M -47,558 -39%
LI
467
Lafayette Investments
Maryland
$7.21M +$105K +1,223 +2%
VM
468
Venator Management
Pennsylvania
$7.19M +$6.33M +73,750 New
MSU
469
Mizuho Securities USA
New York
$7.16M -$1.19M -13,857 -16%
CP
470
CenterBook Partners
Connecticut
$7.15M -$4.58M -53,430 -42%
RSVP
471
Ramsay Stattman Vela & Price
Colorado
$7.15M -$407K -4,749 -6%
IPAM
472
ICICI Prudential Asset Management
India
$7.1M -$2.81M -32,735 -31%
PCM
473
Pinnbrook Capital Management
New York
$7.1M +$6.25M +72,803 New
PI
474
PEAK6 Investments
Illinois
$7.1M +$4.55M +53,029 +268%
WIC
475
WealthBridge Investment Counsel
Alberta, Canada
$7.05M -$117K -1,368 -2%

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.