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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
MWM
951
Mission Wealth Management
California
$1.49M -$643K -7,899 -29%
CCFCSB
952
Cape Cod Five Cents Savings Bank
Massachusetts
$1.48M -$3.13M -38,427 -67%
PL
953
Perpetual Ltd
Australia
$1.47M -$138K -1,691 -8%
FCBT
954
First Citizens Bank & Trust
North Carolina
$1.47M -$49.8K -612 -3%
ECM
955
Evergreen Capital Management
Washington
$1.47M -$412K -5,056 -21%
CIA
956
Cascade Investment Advisors
Oregon
$1.45M +$1.52M +18,680 New
NW
957
Naviter Wealth
Arkansas
$1.45M +$168K +2,068 +12%
IRC
958
Investors Research Corp
Georgia
$1.45M +$513K +6,300 +51%
CCM
959
Chickasaw Capital Management
Tennessee
$1.44M +$13.4K +165 +0.9%
RMCM
960
Reynders McVeigh Capital Management
Massachusetts
$1.44M -$1.42M -17,463 -49%
NAMP
961
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.43M -$202K -2,475 -12%
PIA
962
Petredis Investment Advisors
Pennsylvania
$1.43M -$1.14K -14 -0.1%
AG
963
AlTi Global
New York
$1.43M -$59.1K -726 -4%
DWM
964
Dynasty Wealth Management
Florida
$1.43M +$23.9K +294 +2%
LNWTC
965
Laird Norton Wetherby Trust Company
Washington
$1.42M
LAM
966
Lynch Asset Management
Pennsylvania
$1.42M +$586K +7,200 +65%
SM
967
STF Management
Texas
$1.41M -$67.7K -831 -4%
ICP
968
Interchange Capital Partners
Pennsylvania
$1.41M +$802K +9,852 +120%
DBRC
969
D.B. Root & Company
Pennsylvania
$1.4M +$419K +5,140 +40%
PFGIA
970
Patriot Financial Group Insurance Agency
Massachusetts
$1.39M +$488K +5,986 +50%
JCM
971
Jacobi Capital Management
Pennsylvania
$1.39M +$139K +1,705 +11%
CIM
972
CIM Investment Management
Pennsylvania
$1.38M -$9.28K -114 -0.6%
LCM
973
Lazari Capital Management
California
$1.38M +$166K +2,044 +13%
CWM
974
Calamos Wealth Management
Illinois
$1.38M -$9.55M -117,258 -87%
IB
975
Intrust Bank
Kansas
$1.38M -$250K -3,070 -15%

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.