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
GITFIT
1026
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.17M +$238K +2,920 +24%
1832 Asset Management
1027
1832 Asset Management
Ontario, Canada
$1.17M -$104K -1,283 -8%
FNA
1028
First National Advisers
Nebraska
$1.17M +$342K +4,195 +39%
CM
1029
CastleKnight Management
New York
$1.16M +$1.21M +14,900 New
MCM
1030
Moore Capital Management
New York
$1.16M +$1.21M +14,856 New
RL
1031
Rogco LP
Oklahoma
$1.15M +$9.61K +118 +0.8%
RP
1032
Rowlandmiller & Partners
Georgia
$1.15M -$590K -7,240 -33%
MPPW
1033
Mitchell & Pahl Private Wealth
Oklahoma
$1.15M +$50.7K +622 +4%
GCIA
1034
Gabelli & Co Investment Advisers
New York
$1.14M
PGCM
1035
Prescott Group Capital Management
Oklahoma
$1.14M
AWA
1036
Arete Wealth Advisors
Illinois
$1.14M -$33.6K -413 -3%
PAM
1037
Panagora Asset Management
Massachusetts
$1.13M -$271K -3,329 -19%
CNAM
1038
Campbell Newman Asset Management
Wisconsin
$1.13M -$5.21K -64 -0.4%
APP
1039
Avantax Planning Partners
Iowa
$1.13M -$10.7K -131 -0.9%
QWP
1040
Quotient Wealth Partners
Texas
$1.12M -$1.32M -16,238 -53%
CCP
1041
Clough Capital Partners
Massachusetts
$1.12M -$98.3K -1,207 -8%
CIA
1042
Cape Investment Advisory
Georgia
$1.12M +$251K +3,083 +27%
CCM
1043
Condor Capital Management
New Jersey
$1.12M +$10.3K +127 +0.9%
CASB
1044
Cape Ann Savings Bank
Massachusetts
$1.11M -$21.7K -266 -2%
LT
1045
Legacy Trust
Michigan
$1.11M -$17.4K -214 -1%
AWM
1046
Avior Wealth Management
Nebraska
$1.11M -$11K -135 -0.9%
DWP
1047
Daymark Wealth Partners
Ohio
$1.11M +$208K +2,552 +22%
PCM
1048
Parsons Capital Management
Rhode Island
$1.11M -$140K -1,717 -11%
TFS
1049
Thoroughbred Financial Services
Tennessee
$1.1M +$448K +5,498 +63%
PPW
1050
Parcion Private Wealth
Washington
$1.1M -$5.46K -67 -0.5%

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.