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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
NGA
526
Naples Global Advisors
Florida
$5.73M +$101K +1,174 +2%
SFA
527
Semmax Financial Advisors
North Carolina
$5.69M -$236K -2,748 -5%
MC
528
Middleton & Co
Massachusetts
$5.66M -$55K -641 -1%
OCBCO
529
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.65M +$94.9K +1,106 +2%
SW
530
SlateStone Wealth
Florida
$5.64M +$2.17M +25,260 +77%
FNBT
531
FineMark National Bank & Trust
Florida
$5.64M -$321K -3,742 -6%
LTI
532
Laffer Tengler Investments
Tennessee
$5.63M -$21.8K -254 -0.4%
CIG
533
Cairn Investment Group
Washington
$5.63M +$49.2K +573 +1%
AA
534
ALPS Advisors
Colorado
$5.61M -$1.23M -14,290 -20%
BPWM
535
Badgley Phelps Wealth Managers
Washington
$5.56M -$460K -5,361 -9%
SCM
536
Sterling Capital Management
North Carolina
$5.56M +$4.89M +57,009 New
HFM
537
Harvest Fund Management
China
$5.55M +$1.84M +21,442 +60%
RCM
538
RB Capital Management
Nevada
$5.52M -$513K -5,975 -10%
AAMA
539
Advanced Asset Management Advisors
Ohio
$5.45M
Wealthfront Advisers
540
Wealthfront Advisers
California
$5.44M +$257K +2,997 +6%
DWM
541
Dakota Wealth Management
Florida
$5.44M +$25.7K +300 +0.5%
ATPW
542
Ashton Thomas Private Wealth
Arizona
$5.44M -$137K -1,595 -3%
NB
543
Norinchukin Bank
Japan
$5.44M +$611K +7,123 +15%
KCPG
544
Kavar Capital Partners Group
Kansas
$5.42M -$148K -1,724 -3%
NMERB
545
New Mexico Educational Retirement Board
New Mexico
$5.4M -$189K -2,200 -4%
MGP
546
Metis Global Partners
California
$5.4M +$107K +1,252 +2%
TIM
547
Thompson Investment Management
Wisconsin
$5.38M -$36K -420 -0.8%
HIA
548
Harbor Investment Advisory
Maryland
$5.37M -$242K -2,815 -5%
HAI
549
Hennessy Advisors Inc
California
$5.36M
DP
550
Dearborn Partners
Illinois
$5.34M -$979K -11,408 -17%

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.