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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
CI Investments Inc
151
CI Investments Inc
Ontario, Canada
$42.8M -$16.8M -206,554 -27%
CVA
152
Ceredex Value Advisors
Florida
$42.5M +$44.5M +545,979 New
RP
153
Riverbridge Partners
Minnesota
$41.9M -$896K -10,996 -2%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.3M -$1.36M -16,758 -3%
Schroder Investment Management Group
155
Schroder Investment Management Group
United Kingdom
$39.4M -$9.41M -115,492 -19%
CWM
156
CIBC World Markets
New York
$39.2M +$3.49M +42,800 +9%
VOYA Investment Management
157
VOYA Investment Management
Georgia
$39.2M -$86.9M -1,067,641 -68%
CPSAC
158
Chas P. Smith & Associates (CPS)
Florida
$38.6M +$1.02M +12,541 +3%
GCIM
159
Gunn & Company Investment Management
Florida
$38.6M +$37.5M +460,697 +1,324%
Northwestern Mutual Wealth Management
160
Northwestern Mutual Wealth Management
Wisconsin
$38.5M -$23.8K -292 -0.1%
Treasurer of the State of North Carolina
161
Treasurer of the State of North Carolina
North Carolina
$38.4M -$287K -3,524 -0.7%
Russell Investments Group
162
Russell Investments Group
United Kingdom
$37.8M -$22.1M -271,785 -36%
Zurich Cantonal Bank
163
Zurich Cantonal Bank
Switzerland
$36.1M +$3.58M +43,898 +10%
SFI
164
Susquehanna Fundamental Investments
Pennsylvania
$35.8M +$37.4M +459,270 New
Brown Advisory
165
Brown Advisory
Maryland
$35.2M -$7.25M -89,080 -16%
Royal London Asset Management
166
Royal London Asset Management
United Kingdom
$35.1M +$589K +7,233 +2%
MSV
167
MN Services Vermogensbeheer
Netherlands
$34.8M -$831K -10,200 -2%
Simplex Trading
168
Simplex Trading
Illinois
$34.7M +$4.74M +58,222 +15%
Cetera Investment Advisers
169
Cetera Investment Advisers
Illinois
$34.2M -$8.49M -104,251 -19%
Creative Planning
170
Creative Planning
Kansas
$34.2M -$277K -3,405 -0.8%
Osaic Holdings
171
Osaic Holdings
Arizona
$33.7M -$6.51M -79,976 -16%
State of Tennessee, Department of Treasury
172
State of Tennessee, Department of Treasury
Tennessee
$33.7M -$2.16M -26,571 -6%
Asset Management One
173
Asset Management One
Japan
$33.5M -$3.09M -37,897 -8%
CI
174
Conning Inc
Connecticut
$33.4M +$3.11M +38,161 +10%
PCI
175
Pacifica Capital Investments
Texas
$32.7M -$147K -1,800 -0.4%

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.