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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
FPB
1301
First PREMIER Bank
South Dakota
$663K -$183K -2,246 -21%
GFS
1302
GYL Financial Synergies
Connecticut
$660K +$117K +1,441 +20%
FMB
1303
Field & Main Bank
Kentucky
$659K -$122K -1,500 -15%
JPWM
1304
Jamison Private Wealth Management
Georgia
$659K +$4.8K +59 +0.7%
TCM
1305
Tradewinds Capital Management
Washington
$655K -$41.3K -507 -6%
IF
1306
Intrua Financial
Texas
$654K +$685K +8,405 New
CCM
1307
Crew Capital Management
Ohio
$654K +$101K +1,239 +17%
NIM
1308
Northeast Investment Management
Massachusetts
$654K -$107K -1,317 -14%
TWM
1309
TriaGen Wealth Management
California
$653K
MC
1310
Matisse Capital
Oregon
$648K
TBWA
1311
Three Bridge Wealth Advisors
California
$647K -$2.52K -31 -0.4%
AFC
1312
AFT Forsyth & Company
Florida
$647K +$4.48K +55 +0.7%
BLC
1313
Brown, Lisle/Cummings
Rhode Island
$646K +$12.2K +150 +2%
DDC
1314
DF Dent & Co
Maryland
$645K -$99.2K -1,218 -13%
PCP
1315
Proficio Capital Partners
Massachusetts
$645K +$1.22K +15 +0.2%
PAM
1316
Palisade Asset Management
Minnesota
$644K -$36.6K -450 -5%
FCM
1317
Fairbanks Capital Management
California
$643K -$10.9K -134 -2%
TBC
1318
Ted Buchan & Co
California
$640K -$134K -1,643 -17%
VIM
1319
Vinva Investment Management
Australia
$640K -$761K -9,341 -54%
JCM
1320
Jag Capital Management
Missouri
$639K +$169K +2,078 +34%
CP
1321
Capital Planning
Washington
$639K +$244 +3 +0%
CFG
1322
Cooper Financial Group
California
$638K +$23.6K +290 +4%
BBA
1323
Baader Bank Aktiengesellschaft
Germany
$637K +$150K +1,838 +28%
ASI
1324
Advisory Services & Investments
Oregon
$635K +$10.3K +126 +2%
LIM
1325
Longfellow Investment Management
Massachusetts
$632K +$160K +1,961 +32%

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.