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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
SI
526
Stephens Inc
Arkansas
$4.99M -$5.87M -72,047 -53%
Kovitz Investment Group Partners
527
Kovitz Investment Group Partners
Illinois
$4.98M +$360K +4,423 +7%
JIC
528
Johnson Investment Counsel
Ohio
$4.97M -$292K -3,591 -5%
SAM
529
SP Asset Management
California
$4.97M -$542K -6,659 -9%
NFGCM
530
Norman Fields Gottscho Capital Management
New York
$4.96M -$9.28K -114 -0.2%
IA
531
IFP Advisors
Florida
$4.96M -$12.1K -148 -0.2%
IIC
532
Ironwood Investment Counsel
Arizona
$4.93M +$106K +1,298 +2%
NCM
533
Novare Capital Management
North Carolina
$4.93M -$773K -9,490 -13%
CIA
534
Covington Investment Advisors
Pennsylvania
$4.91M -$176K -2,155 -3%
PCA
535
Providence Capital Advisors
North Carolina
$4.9M +$440K +5,400 +9%
FNBOO
536
First National Bank of Omaha
Nebraska
$4.88M +$3.05M +37,422 +148%
OCM
537
One Capital Management
California
$4.88M +$907K +11,133 +22%
RCM
538
RB Capital Management
Nevada
$4.87M -$714K -8,769 -12%
BPWM
539
Badgley Phelps Wealth Managers
Washington
$4.86M -$137K -1,680 -3%
CGPCS
540
Capital Group Private Client Services
California
$4.83M -$99.6K -1,223 -2%
WAC
541
William Allan Corp
Colorado
$4.82M +$815K +10,002 +19%
GIM
542
Goelzer Investment Management
Indiana
$4.82M +$1.4M +17,159 +38%
ASN
543
Advisory Services Network
Georgia
$4.8M +$134K +1,649 +3%
FNBT
544
FineMark National Bank & Trust
Florida
$4.79M -$299K -3,671 -6%
CWP
545
Cyndeo Wealth Partners
Florida
$4.78M +$603K +7,405 +14%
P
546
&Partners
Tennessee
$4.78M +$3.86M +47,366 +338%
Luther King Capital Management (LKCM)
547
Luther King Capital Management (LKCM)
Texas
$4.77M -$1.85M -22,685 -27%
FNB
548
Farmers National Bank
Kentucky
$4.76M +$223K +2,737 +5%
TAM
549
Tocqueville Asset Management
New York
$4.71M -$216K -2,652 -4%
TPCM
550
Templeton & Phillips Capital Management
Tennessee
$4.71M -$65.1K -799 -1%

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.