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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: 2,442 → 2,253 (-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: 33 → 22 (-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

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$1.2B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$604M
3
Citadel Advisors
Citadel Advisors
Florida
+$341M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$287M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$284M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$510M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$373M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$234M
4
Invesco
Invesco
Georgia
-$228M
5
JP Morgan Chase
JP Morgan Chase
New York
-$191M
Name Holding Trade Value Shares
Change 		Change in
Stake
GD
801
Grandfield & Dodd
New York
$2.24M +$1.87M +22,909 +388%
DILIC
802
Dai-ichi Life Insurance Company
Japan
$2.23M – – –
SP
803
Stablepoint Partners
Massachusetts
$2.23M +$327K +4,010 +16%
GGA
804
Granite Group Advisors
Connecticut
$2.23M +$740K +9,082 +46%
MOS
805
MGO One Seven
Ohio
$2.22M +$123K +1,510 +6%
KPPF
806
Klein Pavlis & Peasley Financial
California
$2.19M +$2.29M +28,178 New
AA
807
Auxano Advisors
Washington
$2.19M +$478K +5,870 +26%
RPWA
808
Regent Peak Wealth Advisors
Georgia
$2.18M -$2.44K -30 -0.1%
IRAG
809
Investment Research & Advisory Group
Georgia
$2.17M +$13.3K +163 +0.6%
GC
810
Garde Capital
Washington
$2.15M -$363K -4,462 -14%
S
811
SignatureFD
Georgia
$2.15M -$299K -3,671 -12%
MF
812
Manchester Financial
California
$2.14M +$113K +1,392 +5%
BCM
813
Brookstone Capital Management
Illinois
$2.13M +$495K +6,081 +27%
AWM
814
Axxcess Wealth Management
California
$2.13M +$1.1M +13,495 +98%
CB
815
Community Bank
New York
$2.12M +$573K +7,030 +35%
OSNBOA
816
Old Second National Bank of Aurora
Illinois
$2.12M +$6.84K +84 +0.3%
BSW
817
Buckingham Strategic Wealth
Missouri
$2.12M +$112K +1,376 +5%
KFP
818
KMG Fiduciary Partners
Ohio
$2.11M -$10.8K -132 -0.5%
RGC
819
Roberts, Glore & Co
Illinois
$2.11M +$47.6K +585 +2%
GSWM
820
Greenup Street Wealth Management
Michigan
$2.11M +$181K +2,219 +9%
GF
821
Gabelli Funds
New York
$2.1M -$1.21M -14,825 -35%
KA
822
Kintegral Advisory
New York
$2.1M +$396K +4,857 +22%
SCA
823
Stonebridge Capital Advisors
Minnesota
$2.09M +$76.3K +937 +4%
BFA
824
Buttonwood Financial Advisors
Maryland
$2.06M +$99.4K +1,220 +5%
WC
825
Weil Company
California
$2.05M +$29.4K +361 +1%
31 32
33
34 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.