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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
KCM
1751
KRS Capital Management
Michigan
$285K -$179K -2,199 -38%
HWMC
1752
Heritage Wealth Management (California)
California
$284K -$1.38K -17 -0.5%
GI
1753
GAMCO Investors
Connecticut
$284K -$198K -2,433 -40%
CP
1754
Covenant Partners
Tennessee
$284K -$31.8K -391 -10%
SAM
1755
SignalPoint Asset Management
Missouri
$284K +$244 +3 +0.1%
TWP
1756
Tyche Wealth Partners
Texas
$284K -$214K -2,624 -42%
LPAM
1757
Lodestar Private Asset Management
California
$283K -$16.5K -203 -5%
CHA
1758
Cooper/Haims Advisors
New York
$283K -$4.89K -60 -2%
TWM
1759
Thrive Wealth Management
Pennsylvania
$282K +$295K +3,621 New
MAM
1760
Milestone Asset Management
Pennsylvania
$281K +$70.4K +865 +31%
SCA
1761
Scott Capital Advisors
Oregon
$281K -$38.1K -468 -11%
ECG
1762
Edge Capital Group
Georgia
$281K +$407 +5 +0.1%
NB
1763
Nicolet Bankshares
Wisconsin
$280K -$65.6K -805 -18%
WPP
1764
Whalerock Point Partners
Rhode Island
$280K +$4.89K +60 +2%
GCP
1765
GSA Capital Partners
United Kingdom
$280K +$293K +3,603 New
NWM
1766
Northcape Wealth Management
New York
$280K -$12.2K -150 -4%
HH
1767
Hilltop Holdings
Texas
$279K -$3.67K -45 -1%
CIA
1768
Cladis Investment Advisory
Montana
$279K +$20.4K +251 +8%
TFF
1769
The Family Firm
Maryland
$278K +$51.5K +632 +21%
WEG
1770
World Equity Group
Illinois
$277K -$282K -3,461 -49%
WAOI
1771
Wealth Advisors of Iowa
Iowa
$277K -$3.26K -40 -1%
DWM
1772
Diversify Wealth Management
Utah
$277K +$305K +3,744 New
SL
1773
Sentry LLC
Tennessee
$277K
A
1774
Allianz
Germany
$276K
JAFL
1775
Jay A. Fishman Ltd
Michigan
$276K -$277K -3,400 -49%

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.