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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
CIM
126
Confluence Investment Management
Missouri
$67.1M -$133K -1,545 -0.2%
DB
127
Danske Bank
Denmark
$66.8M +$71.8K +837 +0.1%
Verition Fund Management
128
Verition Fund Management
Connecticut
$66.7M +$43.3M +504,325 +281%
RJFSA
129
Raymond James Financial Services Advisors
Florida
$65.5M -$6.39M -74,506 -10%
UCFA
130
United Capital Financial Advisors
Texas
$62.6M -$361K -4,205 -0.7%
GC
131
Guggenheim Capital
Illinois
$62.3M +$1.7M +19,783 +3%
MML Investors Services
132
MML Investors Services
Massachusetts
$62M +$6.39M +74,487 +13%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$60.8M -$849K -9,898 -2%
M&T Bank
134
M&T Bank
New York
$60M +$847K +9,878 +2%
CIBC World Market
135
CIBC World Market
Ontario, Canada
$59.7M -$34M -396,731 -39%
MG
136
Markel Group
Virginia
$58.5M +$2.75M +32,000 +6%
HF
137
HRT Financial
New York
$57.3M +$50.4M +587,605 New
Bank of Nova Scotia
138
Bank of Nova Scotia
Ontario, Canada
$56.8M -$115M -1,337,891 -70%
EAM
139
Erste Asset Management
Austria
$55.1M +$172K +2,000 +0.4%
NC
140
Nicholas Company
Wisconsin
$54.3M
Swedbank
141
Swedbank
Sweden
$53.8M +$186K +2,173 +0.4%
MAM
142
Madison Asset Management
Wisconsin
$53.7M -$6.32M -73,637 -12%
SCM
143
Suvretta Capital Management
New York
$53.6M +$47.2M +550,309 New
SRIM
144
Saratoga Research & Investment Management
California
$53.5M -$1.38M -16,104 -3%
Mitsubishi UFJ Trust & Banking
145
Mitsubishi UFJ Trust & Banking
Japan
$53.1M -$9.21M -107,301 -16%
Aberdeen Group
146
Aberdeen Group
United Kingdom
$52.1M +$10.8M +125,912 +30%
SL
147
Summitry LLC
California
$51.6M +$13.2M +153,693 +41%
RP
148
Riverbridge Partners
Minnesota
$51.6M -$778K -9,069 -2%
Holocene Advisors
149
Holocene Advisors
New York
$50.9M +$44.8M +522,263 New
Schroder Investment Management Group
150
Schroder Investment Management Group
United Kingdom
$50.5M +$1.04M +12,082 +2%

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.