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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
NSB
1201
Norway Savings Bank
Maine
$811K -$13.8K -170 -2%
DWM
1202
Drive Wealth Management
Utah
$810K +$640K +7,860 +309%
GP
1203
Girard Partners
Pennsylvania
$809K -$96.8K -1,189 -10%
CBT
1204
Central Bank & Trust
Kentucky
$808K -$62.1K -763 -7%
WAP
1205
Wealthcare Advisory Partners
Pennsylvania
$805K +$33.6K +413 +4%
PBC
1206
Pavion Blue Capital
California
$804K
BFM
1207
Boothbay Fund Management
New York
$803K -$563K -6,914 -40%
CUAMC
1208
China Universal Asset Management Company
China
$802K +$139K +1,703 +20%
LRPA
1209
L. Roy Papp & Associates
Arizona
$801K -$878K -10,784 -51%
AFG
1210
Atomi Financial Group
New York
$800K +$70K +859 +9%
FAG
1211
Fortitude Advisory Group
Washington
$800K -$87.1K -1,070 -9%
MW
1212
Maia Wealth
Colorado
$799K +$895K +10,986 New
BB
1213
Burford Brothers
Texas
$791K -$2.44K -30 -0.3%
CSA
1214
Cottage Street Advisors
Massachusetts
$790K -$1.02M -12,465 -55%
KA
1215
Kovack Advisors
Florida
$789K +$173K +2,120 +26%
OAM
1216
Ostrum Asset Management
France
$789K -$64.2K -788 -7%
RWPA
1217
Richard W. Paul & Associates
Michigan
$787K +$160K +1,969 +24%
SIM
1218
Studio Investment Management
Illinois
$782K +$112K +1,371 +16%
CWM
1219
Congress Wealth Management
Massachusetts
$781K -$605K -7,431 -43%
KWS
1220
Keystone Wealth Services
California
$780K +$17.8K +219 +2%
CB
1221
CNB Bank
Pennsylvania
$780K -$387K -4,758 -32%
VCP
1222
Verus Capital Partners
Arizona
$778K -$44.3K -544 -5%
KIA
1223
Knollwood Investment Advisory
Maryland
$777K -$146K -1,796 -15%
TA
1224
Tectonic Advisors
Texas
$776K -$2.36K -29 -0.3%
FFO
1225
Fiduciary Family Office
Florida
$776K -$94.2K -1,157 -10%

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.