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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
BO
1651
Bank OZK
Arkansas
$336K -$1.14K -14 -0.3%
NPF
1652
Norris Perne & French
Michigan
$336K +$5.13K +63 +1%
BIM
1653
Bridges Investment Management
Nebraska
$336K +$60.8K +747 +21%
AIA
1654
Alera Investment Advisors
Illinois
$335K -$146K -1,798 -29%
RZH
1655
Relyea Zuckerberg Hanson
Connecticut
$335K -$70K -860 -17%
PCH
1656
PGIM Custom Harvest
New Jersey
$334K +$350K +4,292 New
CL
1657
CIM LLC
New York
$334K
MWM
1658
Marion Wealth Management
Pennsylvania
$333K -$14.3K -175 -4%
NSAM
1659
North Star Asset Management
Wisconsin
$333K -$1.14K -14 -0.3%
LCGC
1660
Legacy Capital Group California
California
$332K +$101K +1,244 +41%
NME
1661
Notis-McConarty Edward
$332K -$47.6K -585 -12%
FWA
1662
FSM Wealth Advisors
Ohio
$331K -$5.46K -67 -2%
FWTB
1663
First Western Trust Bank
Colorado
$331K -$20.4K -250 -6%
TTWM
1664
TCV Trust & Wealth Management
Virginia
$329K -$8.01M -98,391 -96%
LAM
1665
L2 Asset Management
Massachusetts
$329K +$26.3K +323 +8%
GPI
1666
General Partner Inc
Pennsylvania
$328K
LOAMU
1667
Lombard Odier Asset Management (USA)
New York
$328K +$343K +4,214 New
SIC
1668
SFE Investment Counsel
California
$326K -$6.51K -80 -2%
JHCP
1669
Jackson Hole Capital Partners
Oklahoma
$326K +$2.2K +27 +0.6%
BWM
1670
Baron Wealth Management
Michigan
$326K -$6.03K -74 -2%
LWM
1671
Lakeridge Wealth Management
Ohio
$326K -$15.1K -185 -4%
T. Rowe Price Investment Management
1672
T. Rowe Price Investment Management
Maryland
$326K -$1.33M -16,294 -80%
DWA
1673
Delap Wealth Advisory
Oregon
$324K -$549K -6,736 -62%
FRA
1674
Front Row Advisors
California
$324K +$185K +2,267 +119%
WI
1675
WrapManager Inc
California
$324K +$135K +1,654 +66%

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.