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2,332 hedge funds and large institutions have $85B invested in Starbucks in 2024 Q3 according to their latest regulatory filings, with 270 funds opening new positions, 760 increasing their positions, 1,089 reducing their positions, and 164 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 270 | Existing positions closed: 164

55% more funds holding in top 10

Funds holding in top 10: 2234 (+12)

29% more capital invested

Capital invested by funds: $65.8B → $85B (+$19.2B)

21% more call options, than puts

Call options by funds: $4.28B | Put options by funds: $3.53B

4% more funds holding

Funds holding: 2,2532,332 (+79)

2.46% more ownership

Funds ownership: 74.61%77.07% (+2.5%)

30% less repeat investments, than reductions

Existing positions increased: 760 | Existing positions reduced: 1,089

Holders
2,332
Holders Change
+79
Holders Change %
+3.51%
% of All Funds
33.48%
Holding in Top 10
34
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+54.55%
% of All Funds
0.49%
New
270
Increased
760
Reduced
1,089
Closed
164
Calls
$4.28B
Puts
$3.53B
Net Calls
+$743M
Net Calls Change
+$942M
Name Holding Trade Value Shares
Change
Change in
Stake
MIS
76
Morningstar Investment Services
Illinois
$143M +$17.3M +201,184 +16%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$143M -$8.58M -100,018 -6%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$142M +$82M +955,661 +190%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$132M +$16M +185,962 +16%
William Blair & Company
80
William Blair & Company
Illinois
$131M -$38.8M -452,040 -25%
Empower Advisory Group
81
Empower Advisory Group
Colorado
$130M +$9.74M +113,501 +9%
JIM
82
Jensen Investment Management
Oregon
$128M -$200M -2,336,458 -64%
ZIG
83
Zurich Insurance Group
Switzerland
$127M +$111M +1,298,326 New
Lazard Asset Management
84
Lazard Asset Management
New York
$125M +$90.7M +1,057,155 +480%
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$119M +$32.2M +374,748 +44%
Canada Life
86
Canada Life
Manitoba, Canada
$119M +$2.53M +29,511 +2%
ProShare Advisors
87
ProShare Advisors
Maryland
$118M +$6.69M +77,924 +7%
DCP
88
D1 Capital Partners
New York
$116M +$102M +1,192,028 New
CIM
89
CCLA Investment Management
United Kingdom
$116M
Canada Pension Plan Investment Board
90
Canada Pension Plan Investment Board
Ontario, Canada
$115M -$54.3M -633,369 -35%
FWIA
91
Fort Washington Investment Advisors
Ohio
$111M -$6.99M -81,447 -7%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$105M -$2.56M -29,790 -3%
EHC
93
Everett Harris & Co
California
$103M -$2.68M -31,183 -3%
JWBC
94
John W. Bristol & Co
New York
$101M +$27.4M +319,173 +45%
Victory Capital Management
95
Victory Capital Management
Texas
$99.6M -$6.23M -72,607 -7%
BCF
96
BLS Capital Fondsmaeglerselskab
Denmark
$99.2M -$212M -2,472,020 -71%
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$99.1M -$5.99M -69,800 -6%
New York State Teachers Retirement System (NYSTRS)
98
New York State Teachers Retirement System (NYSTRS)
New York
$98M -$5.02M -58,492 -5%
SEI Investments
99
SEI Investments
Pennsylvania
$96.2M +$65.4M +761,736 +339%
US Bancorp
100
US Bancorp
Minnesota
$96.2M -$3.16M -36,775 -4%

SBUX Hedge Fund Activity: Q3 2024 in Review

2,332 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Starbucks (SBUX) for Q3 2024, worth a combined $85B — up 29% from $65.8B a quarter earlier.

Buyers outnumbered sellers: 270 funds opened new SBUX positions and 164 closed out — a net gain of 106 holders — while 760 added to existing stakes and 1,089 trimmed.

The largest buyer was Capital World Investors, adding an estimated $3.55B. The largest seller was Barclays, cutting an estimated $1.42B.

  • 2,332 institutional investors held Starbucks (SBUX) as of Q3 2024, up from 2,253 in Q2 2024.
  • Funds reported $85B of Starbucks stock for Q3 2024, up 29% quarter-over-quarter.
  • 270 funds opened new Starbucks positions in Q3 2024 and 164 closed out, a net change of +106 holders.
  • The largest Starbucks buyer in Q3 2024 was Capital World Investors, an estimated $3.55B added.
  • The largest Starbucks seller in Q3 2024 was Barclays, an estimated $1.42B sold.

Based on aggregated 13F filings for Q3 2024.