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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
AF
651
Ally Financial
Michigan
$3.43M +$489K +6,000 +16%
MA
652
Mutual Advisors
Nebraska
$3.42M +$36.8K +452 +1%
CA
653
Cornerstone Advisors
North Carolina
$3.41M -$16.3K -200 -0.5%
AA
654
Ancora Advisors
Ohio
$3.41M -$172K -2,108 -5%
MDCM
655
Morgan Dempsey Capital Management
Wisconsin
$3.4M +$3.55M +43,650 New
Public Sector Pension Investment Board (PSP Investments)
656
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.4M +$1.5M +18,420 +73%
BMWM
657
Brown Miller Wealth Management
Virginia
$3.39M +$179K +2,193 +5%
1WA
658
180 Wealth Advisors
Washington
$3.39M +$113K +1,390 +3%
SFI
659
Siemens Fonds Invest
Germany
$3.36M +$36.6K +449 +1%
Robeco Institutional Asset Management
660
Robeco Institutional Asset Management
Netherlands
$3.34M -$593K -7,276 -15%
FAM
661
Fred Alger Management
New York
$3.32M +$122K +1,503 +4%
BSI
662
Bennett Selby Investments
Maine
$3.31M +$22K +270 +0.6%
ACM
663
Alpha Capital Management
Texas
$3.29M +$32.1K +394 +0.9%
GWM
664
Graybill Wealth Management
Illinois
$3.28M +$43.1K +529 +1%
PHIC
665
Pine Haven Investment Counsel
Massachusetts
$3.27M +$36.3K +446 +1%
QCM
666
Qsemble Capital Management
New York
$3.27M +$1.56M +19,166 +84%
EL
667
Essex LLC
Illinois
$3.26M -$168K -2,058 -5%
FWCM
668
Ferguson Wellman Capital Management
Oregon
$3.25M -$256K -3,142 -7%
OIA
669
OneDigital Investment Advisors
Kansas
$3.25M +$1.11M +13,676 +49%
HFS
670
HBC Financial Services
Washington
$3.25M -$16.7K -205 -0.5%
AWM
671
Apollon Wealth Management
South Carolina
$3.24M -$635K -7,802 -16%
RF
672
Robbins Farley
New Hampshire
$3.24M +$395K +4,855 +13%
GT
673
Greenleaf Trust
Michigan
$3.23M -$14.1M -173,255 -81%
SCM
674
Stonebridge Capital Management
California
$3.22M -$3.26K -40 -0.1%
LS
675
Leelyn Smith
Illinois
$3.22M +$3.37M +41,383 New

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.