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Starbucks

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
CCT
1726
Chemung Canal Trust
New York
$350K +$308K +3,591 New
RC
1727
Roundview Capital
New Jersey
$350K +$16.1K +188 +6%
SCM
1728
Soros Capital Management
New York
$350K -$87.4K -1,019 -22%
KWM
1729
Kolinsky Wealth Management
New Jersey
$349K +$34.4K +401 +13%
SL
1730
Sentry LLC
Tennessee
$346K
A
1731
Allianz
Germany
$346K
PA
1732
PFG Advisors
Arizona
$344K +$21.1K +246 +7%
RWI
1733
Red Wave Investments
Pennsylvania
$343K +$6.35K +74 +2%
TWM
1734
Tanager Wealth Management
United Kingdom
$342K +$3.17K +37 +1%
6F
1735
626 Financial
Michigan
$341K -$14.1K -164 -4%
SC
1736
SouthState Corp
Florida
$341K -$448K -5,218 -60%
CW
1737
Channel Wealth
California
$341K -$20.9K -244 -7%
FHA
1738
Flagship Harbor Advisors
Massachusetts
$340K -$145K -1,686 -33%
GCA
1739
Gradient Capital Advisors
California
$340K +$11.1K +129 +4%
AR
1740
Apeiron RIA
Texas
$340K +$11.4K +133 +4%
TFA
1741
Tranquilli Financial Advisor
New Jersey
$339K +$1.72K +20 +0.6%
IIM
1742
Ipswich Investment Management
Massachusetts
$338K +$8.92K +104 +3%
ATC
1743
Adirondack Trust Company
New York
$337K
FBT
1744
First Bank & Trust
South Dakota
$335K
SWA
1745
SOA Wealth Advisors
New York
$334K +$601 +7 +0.2%
EWM
1746
Executive Wealth Management
Michigan
$334K +$294K +3,421 New
LWM
1747
LongView Wealth Management
Georgia
$333K -$8.06K -94 -3%
BCA
1748
Bay Colony Advisors
Massachusetts
$333K -$6.09K -71 -2%
SCP
1749
Sivia Capital Partners
California
$332K -$944 -11 -0.3%
NB
1750
Nicolet Bankshares
Wisconsin
$332K -$16.7K -195 -5%

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.