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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
TFA
601
Toth Financial Advisory
Virginia
$3.92M -$142K -1,746 -3%
FCT
602
Family Capital Trust
Massachusetts
$3.91M -$570 -7 -0%
First Eagle Investment Management
603
First Eagle Investment Management
New York
$3.91M -$43.2K -531 -1%
FT
604
Fiduciary Trust
Massachusetts
$3.9M -$953K -11,707 -19%
LOAMS
605
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.89M -$99.7K -1,224 -2%
WTC
606
WhitTier Trust Company
Nevada
$3.89M -$153K -1,874 -4%
PMG
607
ProVise Management Group
Florida
$3.86M -$109K -1,337 -3%
IAN
608
Integrated Advisors Network
Texas
$3.85M +$105K +1,286 +3%
BCCM
609
Black Cypress Capital Management
Florida
$3.84M +$4.02M +49,300 New
JSSH
610
J. Safra Sarasin Holding
$3.83M +$4.01M +49,208 New
EOJOAM
611
E. Ohman J:or Asset Management
Sweden
$3.81M +$244K +3,000 +7%
KA
612
Kercheville Advisors
Texas
$3.8M +$415K +5,100 +12%
RC
613
Reik & Co
New York
$3.8M -$59K -725 -1%
LDB
614
Lee, Danner & Bass
Tennessee
$3.79M +$3.97M +48,731 New
NB
615
Norinchukin Bank
Japan
$3.79M +$29.1K +357 +0.7%
TCB
616
Texas Capital Bancshares
Texas
$3.78M +$17.4K +214 +0.4%
BCFS
617
Butensky & Cohen Financial Security
Florida
$3.77M +$123K +1,515 +3%
RFM
618
Royal Fund Management
Florida
$3.75M +$1.03M +12,652 +36%
PCTC
619
Perkins Coie Trust Company
Washington
$3.72M -$738K -9,067 -16%
GCAC
620
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.7M +$129K +1,580 +3%
VIM
621
VELA Investment Management
Ohio
$3.67M +$1.3M +15,950 +51%
CIA
622
Concurrent Investment Advisors
Florida
$3.66M -$201K -2,465 -5%
IAA
623
Independent Advisor Alliance
North Carolina
$3.65M +$111K +1,362 +3%
BBWA
624
Bell & Brown Wealth Advisors
California
$3.63M +$281K +3,447 +8%
SN
625
Sittner & Nelson
Oregon
$3.63M +$370K +4,544 +11%

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.