We are live on ! Find out more
SBUX icon

Starbucks

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
CCM
926
Chiron Capital Management
Florida
$1.58M +$1.65M +20,300 New
SIG
927
Sky Investment Group
Connecticut
$1.58M +$45.8K +562 +3%
ACM
928
Advisors Capital Management
New Jersey
$1.57M -$436K -5,357 -21%
I
929
INVST
Indiana
$1.57M +$88.9K +1,092 +6%
CCM
930
Cox Capital Management
Massachusetts
$1.57M -$2.05M -25,175 -56%
OAM
931
Oak Asset Management
California
$1.57M -$7.9K -97 -0.5%
QCG
932
Quadrant Capital Group
Ohio
$1.56M -$85.3K -1,048 -5%
QT
933
Quantbot Technologies
New York
$1.56M -$674K -8,270 -29%
SA
934
Sicart Associates
New York
$1.54M -$30.5K -375 -2%
PI
935
PEAK6 Investments
Illinois
$1.54M +$1.24M +15,251 +338%
FIA
936
Foundations Investment Advisors
Arizona
$1.53M +$96.3K +1,183 +6%
DFA
937
Delta Financial Advisors
Louisiana
$1.53M -$29K -356 -2%
LBC
938
Lowe Brockenbrough & Co
Virginia
$1.53M -$1.08M -13,300 -40%
HCCM
939
Hudson Canyon Capital Management
New York
$1.53M +$133K +1,637 +9%
FTWA
940
Fifth Third Wealth Advisors
Ohio
$1.53M +$889K +10,913 +125%
SWS
941
SYSTM Wealth Solutions
Illinois
$1.52M -$2.47M -30,305 -61%
PCG
942
PFC Capital Group
California
$1.52M -$306K -3,760 -16%
AIA
943
AIMZ Investment Advisors
California
$1.52M +$1.13M +13,881 +247%
IBOK
944
Independence Bank of Kentucky
Kentucky
$1.5M +$167K +2,050 +12%
HIP
945
HUB Investment Partners
Texas
$1.5M +$198K +2,430 +14%
SPC
946
Sigma Planning Corp
Michigan
$1.49M -$1.33M -16,277 -46%
RSWM
947
Robertson Stephens Wealth Management
California
$1.49M +$417K +5,121 +36%
PTP
948
Platform Technology Partners
New York
$1.49M +$1.56M +19,174 New
CPIG
949
Chicago Partners Investment Group
Illinois
$1.49M +$48.5K +595 +3%
CRWM
950
Castle Rock Wealth Management
California
$1.49M +$128K +1,567 +9%

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.