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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
Flossbach Von Storch
26
Flossbach Von Storch
Germany
$497M +$63.2M +776,489 +14%
UBS AM
27
UBS AM
Illinois
$494M +$112M +1,380,522 +28%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$487M +$287M +3,528,168 +129%
AllianceBernstein
29
AllianceBernstein
Tennessee
$474M +$17.5M +215,160 +4%
Deutsche Bank
30
Deutsche Bank
Germany
$430M +$282M +3,457,907 +167%
OTPPB
31
Ontario Teachers' Pension Plan Board
Ontario, Canada
$424M +$73.7M +904,972 +20%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$412M +$232M +2,847,394 +130%
Nordea Investment Management
33
Nordea Investment Management
Sweden
$408M -$17.6M -216,241 -4%
Citadel Advisors
34
Citadel Advisors
Florida
$368M +$341M +4,181,593 +758%
Stifel Financial
35
Stifel Financial
Missouri
$354M +$9.47M +116,271 +3%
VanEck Associates
36
VanEck Associates
New York
$348M +$189M +2,324,847 +108%
Capital World Investors
37
Capital World Investors
California
$344M +$130M +1,598,474 +57%
SGA
38
Sustainable Growth Advisers
Connecticut
$333M +$340K +4,176 +0.1%
Assenagon Asset Management
39
Assenagon Asset Management
Luxembourg
$317M +$284M +3,481,089 +585%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$317M -$145M -1,782,574 -30%
Franklin Resources
41
Franklin Resources
California
$313M -$12.1M -148,500 -4%
JIM
42
Jensen Investment Management
Oregon
$284M -$95.8M -1,176,015 -24%
BCF
43
BLS Capital Fondsmaeglerselskab
Denmark
$272M +$12.2M +150,326 +5%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$270M +$57.6M +707,730 +26%
LCOV
45
London Company of Virginia
Virginia
$264M -$22.4M -275,026 -8%
Swiss National Bank
46
Swiss National Bank
Switzerland
$261M -$3.14M -38,500 -1%
Marshall Wace
47
Marshall Wace
United Kingdom
$261M +$248M +3,049,192 +1,011%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$257M +$59.5M +730,483 +28%
Citigroup
49
Citigroup
New York
$257M +$123M +1,515,854 +85%
Diamond Hill Capital Management
50
Diamond Hill Capital Management
Ohio
$244M +$255M +3,133,081 New

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.