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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
TIAA Trust, National Association
551
TIAA Trust, National Association
North Carolina
$5.34M -$180K -2,097 -4%
CCM
552
Cinctive Capital Management
New York
$5.34M +$4.11M +47,899 +701%
RFC
553
Regions Financial Corp
Alabama
$5.3M -$872K -10,165 -16%
ACM
554
Altrius Capital Management
North Carolina
$5.28M -$70.7K -824 -1%
TI
555
Tidal Investments
Wisconsin
$5.27M +$1.76M +20,544 +61%
HB
556
HTLF Bank
Colorado
$5.23M -$18.4K -215 -0.4%
LSWM
557
Lorne Steinberg Wealth Management
Canada
$5.16M +$582K +6,785 +15%
CCG
558
Cloverfields Capital Group
Minnesota
$5.15M -$438K -5,110 -9%
AMM
559
American Money Management
California
$5.14M -$75.5K -880 -2%
SC
560
Sepio Capital
Utah
$5.11M -$160K -1,867 -3%
GCAC
561
Guardian Capital Advisors (Canada)
Ontario, Canada
$5.1M +$114K +1,325 +3%
DFO
562
Duquesne Family Office
New York
$5.1M +$4.49M +52,305 New
WG
563
Winton Group
United Kingdom
$5.06M +$1.57M +18,344 +55%
VWM
564
Valley Wealth Managers
New Jersey
$5.04M +$102K +1,192 +2%
MDCM
565
Morgan Dempsey Capital Management
Wisconsin
$5.03M +$684K +7,978 +18%
TG
566
TCW Group
California
$5.01M +$3.05M +35,515 +223%
Fiera Capital (Canada)
567
Fiera Capital (Canada)
Quebec, Canada
$4.95M +$529K +6,163 +14%
BFW
568
Brady Family Wealth
Missouri
$4.94M -$175K -2,037 -4%
BRWA
569
B. Riley Wealth Advisors
Florida
$4.91M -$309K -3,597 -7%
FCT
570
Family Capital Trust
Massachusetts
$4.9M -$3.6K -42 -0.1%
PFS
571
Prospera Financial Services
Texas
$4.89M -$364K -4,241 -8%
CIA
572
Concurrent Investment Advisors
Florida
$4.88M +$253K +2,949 +6%
IA
573
IFP Advisors
Florida
$4.85M -$1.19M -13,919 -22%
First Eagle Investment Management
574
First Eagle Investment Management
New York
$4.85M -$34.3K -400 -0.8%
PMG
575
ProVise Management Group
Florida
$4.85M +$17.9K +209 +0.4%

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.