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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
GRP
626
Global Retirement Partners
California
$3.62M +$1.05M +12,868 +38%
EH
627
Equitable Holdings
New York
$3.62M +$318K +3,907 +9%
WAS
628
Wesleyan Assurance Society
United Kingdom
$3.62M +$122K +1,500 +3%
HAS
629
HBW Advisory Services
California
$3.61M +$525K +6,443 +16%
LSWM
630
Lorne Steinberg Wealth Management
Canada
$3.59M +$51.7K +635 +1%
CAG
631
Crestwood Advisors Group
Massachusetts
$3.59M -$595K -7,310 -14%
HAG
632
HighPoint Advisor Group
Illinois
$3.58M +$666K +8,179 +21%
APWM
633
Argonautica Private Wealth Management
Massachusetts
$3.56M -$380K -4,661 -9%
VPI
634
Value Partners Investments
Manitoba, Canada
$3.52M -$143K -1,751 -4%
SAM
635
Silvercrest Asset Management
New York
$3.51M -$25.7K -315 -0.7%
AIP
636
Ameritas Investment Partners
Nebraska
$3.5M -$25.6K -314 -0.7%
CIP
637
Chartwell Investment Partners
Pennsylvania
$3.5M +$407K +5,000 +13%
NEI
638
Northwest & Ethical Investments
Ontario, Canada
$3.5M +$618K +7,583 +20%
ECM
639
Elgethun Capital Management
South Dakota
$3.49M +$146K +1,789 +4%
DW30
640
Drucker Wealth 3.0
New Jersey
$3.48M +$3.64M +44,692 New
Fiera Capital (Canada)
641
Fiera Capital (Canada)
Quebec, Canada
$3.47M +$413K +5,069 +13%
ITC
642
Inspire Trust Company
Nevada
$3.47M +$910K +11,172 +33%
GL
643
GHE LLC
Tennessee
$3.47M -$32.6K -400 -0.9%
AUB
644
Atlantic Union Bankshares
Virginia
$3.47M +$262K +3,215 +8%
SWM
645
Spire Wealth Management
Virginia
$3.46M -$23K -283 -0.6%
NSIM
646
North Star Investment Management
Illinois
$3.45M -$142K -1,741 -4%
BF
647
BOK Financial
Oklahoma
$3.45M -$2.68M -32,917 -43%
VF
648
Virtu Financial
New York
$3.43M +$3.59M +44,075 New
ECM
649
Exchange Capital Management
Michigan
$3.43M -$94.2K -1,157 -3%
RG
650
Rathbones Group
United Kingdom
$3.43M -$1.91M -23,447 -35%

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.