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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
RA
1376
RiverPark Advisors
New York
$571K
BWP
1377
Baldwin Wealth Partners
Massachusetts
$570K -$9.65M -118,450 -94%
CA
1378
Continuum Advisory
Idaho
$570K +$33.3K +409 +6%
EWA
1379
Exencial Wealth Advisors
Oklahoma
$569K +$145K +1,780 +32%
IPW
1380
Inlet Private Wealth
Florida
$568K +$595K +7,300 New
HCM
1381
Howland Capital Management
Massachusetts
$567K +$2.28K +28 +0.4%
PBK
1382
Peoples Bank (Kansas)
Kansas
$567K +$4.89K +60 +0.8%
AIM
1383
Alhambra Investment Management
Florida
$567K -$4.97K -61 -0.8%
EFSCE
1384
Enterprise Financial Services Corp (EFSC)
Missouri
$566K -$76.7K -942 -11%
MMM
1385
Mendel Money Management
Illinois
$562K -$63.7K -782 -10%
GKWIM
1386
Gerber Kawasaki Wealth & Investment Management
California
$562K -$376K -4,620 -39%
SG
1387
StoneX Group
New York
$561K +$119K +1,464 +25%
NG
1388
Norden Group
Utah
$559K -$158K -1,944 -21%
BFC
1389
Bedel Financial Consulting
Indiana
$558K +$65.3K +802 +13%
RCM
1390
Riverpark Capital Management
New York
$557K
TIM
1391
Tevis Investment Management
Texas
$557K +$18.6K +229 +3%
BDWCC
1392
B&D White Capital Company
Texas
$556K -$224K -2,755 -28%
EWM
1393
EPG Wealth Management
Georgia
$556K -$431K -5,297 Closed
ESB
1394
Essex Savings Bank
Connecticut
$556K +$124K +1,519 +27%
AIA
1395
Allied Investment Advisors
Montana
$555K +$4.07K +50 +0.7%
TGAM
1396
TBH Global Asset Management
Tennessee
$554K -$16.4K -201 -3%
FHB
1397
First Hawaiian Bank
Hawaii
$551K -$772K -9,477 -57%
LFM
1398
LGT Fund Management
Liechtenstein
$550K +$576K +7,071 New
MAWA
1399
Moss Adams Wealth Advisors
Washington
$550K -$48K -589 -8%
MA
1400
MKT Advisors
California
$550K -$4.48K -55 -0.7%

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.