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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
JWBC
126
John W. Bristol & Co
New York
$55.8M +$58.4M +717,104 New
GC
127
Giverny Capital
Quebec, Canada
$55.7M +$28M +344,075 +93%
Prudential Financial
128
Prudential Financial
New Jersey
$55.2M -$10.9M -133,546 -16%
CIM
129
Confluence Investment Management
Missouri
$53.7M +$395K +4,847 +0.7%
DB
130
Danske Bank
Denmark
$53.3M -$4.54M -55,767 -8%
Aviva
131
Aviva
United Kingdom
$51.7M +$13.8M +169,299 +34%
Mitsubishi UFJ Trust & Banking
132
Mitsubishi UFJ Trust & Banking
Japan
$50.8M -$4.74M -58,153 -8%
VVP
133
Vulcan Value Partners
Alabama
$50.7M -$11.4M -139,960 -18%
UCFA
134
United Capital Financial Advisors
Texas
$50.3M -$4.7M -57,669 -8%
Chevy Chase Trust
135
Chevy Chase Trust
Maryland
$49.3M -$1.3M -15,977 -2%
MAM
136
Madison Asset Management
Wisconsin
$48.6M +$42.6M +522,693 +512%
GC
137
Guggenheim Capital
Illinois
$48.2M +$3.7M +45,397 +8%
LCP
138
LGT Capital Partners
Switzerland
$47.8M -$14M -171,390 -22%
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$47.3M -$8.03M -98,649 -14%
M&T Bank
140
M&T Bank
New York
$47.1M +$2.76M +33,833 +6%
Capital Research Global Investors
141
Capital Research Global Investors
California
$46.5M +$57.7K +708 +0.1%
MG
142
Markel Group
Virginia
$44.2M +$2.2M +27,000 +5%
SRIM
143
Saratoga Research & Investment Management
California
$44M +$2.72M +33,388 +6%
EAM
144
Erste Asset Management
Austria
$43.8M +$4.07M +50,000 +10%
MML Investors Services
145
MML Investors Services
Massachusetts
$43.7M -$7.35M -90,281 -14%
NC
146
Nicholas Company
Wisconsin
$43.4M
Nomura Holdings
147
Nomura Holdings
Japan
$43.3M +$44.1M +540,986 +3,594%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$43.2M +$1.97M +24,164 +5%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$42.9M -$1.56M -19,114 -3%
Swedbank
150
Swedbank
Sweden
$42.8M -$1.65M -20,215 -4%

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.