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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
MCC
576
Money Concepts Capital
Florida
$4.85M -$527K -6,143 -11%
OIA
577
OneDigital Investment Advisors
Kansas
$4.82M +$655K +7,636 +18%
ASN
578
Advisory Services Network
Georgia
$4.8M
JSP
579
Jackson Square Partners
California
$4.79M +$4.21M +49,082 New
Luther King Capital Management (LKCM)
580
Luther King Capital Management (LKCM)
Texas
$4.78M -$1.05M -12,288 -20%
FT
581
Fiduciary Trust
Massachusetts
$4.78M -$94.1K -1,097 -2%
PCM
582
Poehling Capital Management
Wisconsin
$4.78M +$969K +11,300 +30%
BCFS
583
Butensky & Cohen Financial Security
Florida
$4.76M +$36.1K +421 +0.9%
WS
584
Wedbush Securities
California
$4.75M -$744K -8,677 -15%
Kayne Anderson Rudnick Investment Management
585
Kayne Anderson Rudnick Investment Management
California
$4.75M -$6.66M -77,586 -61%
JIC
586
Johnson Investment Counsel
Ohio
$4.74M -$1.31M -15,264 -24%
PCM
587
Palouse Capital Management
Washington
$4.73M +$2.26M +26,360 +119%
TCB
588
Texas Capital Bancshares
Texas
$4.73M -$1.63K -19 -0%
BF
589
BOK Financial
Oklahoma
$4.7M +$426K +4,963 +11%
LDB
590
Lee, Danner & Bass
Tennessee
$4.7M -$42.1K -491 -1%
HIM
591
Harbour Investment Management
Washington
$4.7M -$344K -4,005 -8%
DW30
592
Drucker Wealth 3.0
New Jersey
$4.67M +$276K +3,219 +7%
CA
593
Cornerstone Advisors
North Carolina
$4.67M +$352K +4,100 +9%
WTC
594
WhitTier Trust Company
Nevada
$4.66M -$180K -2,098 -4%
HMCP
595
Hook Mill Capital Partners
New York
$4.66M +$4.1M +47,808 New
TI
596
TrueMark Investments
Illinois
$4.66M +$4.1M +47,770 New
SN
597
Sittner & Nelson
Oregon
$4.63M +$79.8K +930 +2%
RC
598
Reik & Co
New York
$4.58M -$159K -1,857 -4%
BBWA
599
Bell & Brown Wealth Advisors
California
$4.57M +$16.9K +197 +0.4%
MA
600
Mutual Advisors
Nebraska
$4.57M +$130K +1,515 +3%

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.