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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
NQWM
1676
Northwest Quadrant Wealth Management
Oregon
$324K -$8.31K -102 -2%
WFI
1677
West Family Investments
California
$324K -$12.9K -159 -4%
PIM
1678
Profit Investment Management
Maryland
$323K
PSF
1679
Pacific Sun Financial
California
$323K +$1.22K +15 +0.4%
HWM
1680
Hohimer Wealth Management
Washington
$323K -$49.8K -612 -13%
KCIC
1681
Kuhn & Co Investment Counsel
Illinois
$323K -$2.44K -30 -0.7%
AWS
1682
Aspen Wealth Strategies
Colorado
$320K -$42K -516 -11%
CWS
1683
Confluence Wealth Services
Pennsylvania
$320K +$72.6K +892 +28%
GSEP
1684
Golden State Equity Partners
California
$319K +$333K +4,094 New
BHCM
1685
Brevan Howard Capital Management
Jersey
$318K -$1.54M -18,942 -82%
BWP
1686
Balboa Wealth Partners
Arizona
$318K +$112K +1,376 +51%
LA
1687
Latitude Advisors
Florida
$318K +$23.8K +292 +8%
BFA
1688
Beaumont Financial Advisors
Massachusetts
$317K -$42.8K -525 -11%
MAM
1689
MWA Asset Management
Massachusetts
$317K -$226K -2,781 -41%
MPCA
1690
Madison Park Capital Advisors
Washington
$317K +$244 +3 +0.1%
3IP
1691
3Chopt Investment Partners
Virginia
$316K +$331K +4,065 New
AGWCA
1692
Annis Gardner Whiting Capital Advisors
Florida
$316K -$9.04K -111 -3%
PFA
1693
Pure Financial Advisors
California
$314K -$78.6K -965 -19%
BCM
1694
Bourgeon Capital Management
Connecticut
$314K +$1.87K +23 +0.6%
MTIM
1695
Marathon Trading Investment Management
Pennsylvania
$313K -$64.6K -793 -16%
OWA
1696
Octavia Wealth Advisors
Ohio
$312K -$8.31K -102 -2%
ACM
1697
Alta Capital Management
Utah
$311K
Aristotle Capital Management
1698
Aristotle Capital Management
California
$311K
SC
1699
Summa Corp
Texas
$311K
PP
1700
Pacifica Partners
Canada
$310K +$10.6K +130 +3%

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.