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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
MC
551
Middleton & Co
Massachusetts
$4.57M -$358K -4,395 -7%
B
552
Bailard
California
$4.54M +$10K +123 +0.2%
TSM
553
Two Star Manager
Florida
$4.52M +$4.73M +58,109 New
LTI
554
Laffer Tengler Investments
Tennessee
$4.52M +$795K +9,757 +20%
CCG
555
Cloverfields Capital Group
Minnesota
$4.51M -$4.8K -59 -0.1%
HIA
556
Harbor Investment Advisory
Maryland
$4.51M -$72.3K -888 -2%
PAS
557
Park Avenue Securities
New York
$4.51M -$1.23M -15,154 -21%
NMERB
558
New Mexico Educational Retirement Board
New Mexico
$4.48M
OCBCO
559
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.48M +$1.93M +23,725 +72%
BIA
560
Biondo Investment Advisors
Pennsylvania
$4.48M +$105K +1,287 +2%
NGA
561
Naples Global Advisors
Florida
$4.48M +$1.38M +16,912 +42%
WS
562
Wedbush Securities
California
$4.47M -$182K -2,234 -4%
ATPW
563
Ashton Thomas Private Wealth
Arizona
$4.47M +$701K +8,605 +18%
KCPG
564
Kavar Capital Partners Group
Kansas
$4.47M -$96.8K -1,189 -2%
LFAS
565
Level Four Advisory Services
Texas
$4.46M +$3.84M +47,192 +468%
CIG
566
Cairn Investment Group
Washington
$4.45M +$4.65M +57,140 New
TIAA Trust, National Association
567
TIAA Trust, National Association
North Carolina
$4.43M -$602K -7,398 -12%
CA
568
Commerzbank Aktiengesellschaft
Germany
$4.38M +$2.75M +33,769 +150%
HFS
569
Hantz Financial Services
Michigan
$4.37M +$4.36M +53,581 +2,069%
MCC
570
Money Concepts Capital
Florida
$4.35M +$821K +10,075 +22%
CII
571
Capital International Inc
California
$4.34M +$1.01M +12,452 +29%
TIM
572
Thompson Investment Management
Wisconsin
$4.33M +$547K +6,717 +14%
DWM
573
Dakota Wealth Management
Florida
$4.32M -$1.1M -13,486 -20%
ACM
574
Altrius Capital Management
North Carolina
$4.28M +$4.48M +55,009 New
HAI
575
Hennessy Advisors Inc
California
$4.28M -$97.7K -1,200 -2%

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.