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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
GSC
1026
Ground Swell Capital
South Carolina
$1.34M +$1.18M +13,773 New
LNB
1027
Ledyard National Bank
$1.34M -$2.24M -26,138 -66%
PCM
1028
Parsons Capital Management
Rhode Island
$1.33M -$55.1K -642 -5%
CTC (Chicago Trading Company)
1029
CTC (Chicago Trading Company)
Illinois
$1.32M -$1.05M -12,238 -47%
TAM
1030
Tealwood Asset Management
Minnesota
$1.32M +$1.16M +13,563 New
CNAM
1031
Campbell Newman Asset Management
Wisconsin
$1.32M -$83.4K -972 -7%
WPW
1032
Waldron Private Wealth
Pennsylvania
$1.32M -$4.63K -54 -0.4%
DIA
1033
Dana Investment Advisors
Wisconsin
$1.32M -$53.6K -625 -4%
HI
1034
Harbour Investments
Wisconsin
$1.31M +$3.77K +44 +0.3%
RWM
1035
Ritholtz Wealth Management
New York
$1.31M -$347K -4,042 -23%
CAL
1036
Capital Analysts LLC
Pennsylvania
$1.3M +$21K +245 +2%
AWM
1037
Avior Wealth Management
Nebraska
$1.3M -$75.6K -881 -6%
TAM
1038
Trust Asset Management
Texas
$1.3M
RCM
1039
Radnor Capital Management
Pennsylvania
$1.29M +$1.14M +13,230 New
BIM
1040
Baldwin Investment Management
Pennsylvania
$1.29M -$37.2K -434 -3%
ACA
1041
Aptus Capital Advisors
Alabama
$1.29M +$71.5K +833 +7%
DLA
1042
Douglas Lane & Associates
New York
$1.28M +$5.49K +64 +0.5%
RSA
1043
River Street Advisors
Illinois
$1.28M +$1.03K +12 +0.1%
AFG
1044
Atomi Financial Group
New York
$1.28M +$244K +2,843 +28%
WPC
1045
Wedmont Private Capital
Pennsylvania
$1.28M -$49.9K -582 -4%
CIG
1046
Consolidated Investment Group
Colorado
$1.28M
GA
1047
Geller Advisors
New York
$1.28M -$6.61K -77 -0.6%
HKIM
1048
Hayek Kallen Investment Management
Alabama
$1.27M +$37.8K +441 +4%
MGIA
1049
Moneta Group Investment Advisors
Missouri
$1.26M +$63.7K +743 +6%
UL
1050
Unionview LLC
Washington
$1.26M -$13.5K -157 -1%

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.