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Starbucks

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
FC
1351
Financial Council
Maryland
$678K
SPC
1352
Spirepoint Private Client
Florida
$677K -$74K -863 -11%
PCP
1353
Proficio Capital Partners
Massachusetts
$676K -$116K -1,349 -16%
LRIA
1354
Leonard Rickey Investment Advisors
Washington
$675K +$12K +140 +2%
CHJWM
1355
Carlton Hofferkamp & Jenks Wealth Management
Texas
$674K -$49.3K -575 -8%
VCM
1356
Virtue Capital Management
Tennessee
$674K +$9.87K +115 +2%
PAI
1357
Pittenger & Anderson Inc
Nebraska
$673K
AC
1358
Apella Capital
Connecticut
$670K -$18.2K -212 -3%
JSW
1359
Journey Strategic Wealth
New Jersey
$670K +$123K +1,429 +26%
MIM
1360
Morningstar Investment Management
Illinois
$669K +$326K +3,798 +117%
SAM
1361
Sompo Asset Management
Japan
$669K +$8.58K +100 +1%
HW
1362
Hancock Whitney
Mississippi
$668K -$379K -4,423 -39%
GGI
1363
GPM Growth Investors
Michigan
$667K -$244K -2,840 -29%
SP
1364
Stonebrook Private
Michigan
$667K -$10.6K -123 -2%
XF
1365
XML Financial
Maryland
$666K -$52.2K -609 -8%
BA
1366
Birinyi Associates
Connecticut
$663K
RLIM
1367
Red Lighthouse Investment Management
New York
$661K -$172 -2 -0%
SFB
1368
STAR Financial Bank
Indiana
$660K -$79.2K -923 -12%
SWA
1369
Stratos Wealth Advisors
Ohio
$659K +$172 +2 +0%
CA
1370
CoreCap Advisors
Michigan
$657K +$578K +6,741 New
PT
1371
Plimoth Trust
Massachusetts
$657K -$2.57K -30 -0.4%
JWM
1372
Jeppson Wealth Management
California
$656K -$52.9K -617 -8%
WRPWM
1373
Werba Rubin Papier Wealth Management
California
$656K +$66.9K +780 +13%
LA
1374
LexAurum Advisors
Kansas
$654K -$4.29K -50 -0.7%
CWS
1375
Cypress Wealth Services
California
$654K -$19.6K -229 -3%

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.