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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
BBA
1826
BLB&B Advisors
Pennsylvania
$253K -$570 -7 -0.2%
CVA
1827
Central Valley Advisors
California
$253K -$2.04K -25 -0.6%
CA
1828
Cornerstone Advisory
Maryland
$252K +$33.4K +410 +14%
CIS
1829
Continental Investors Services
Washington
$252K -$38.7K -475 -13%
CCWM
1830
Correct Capital Wealth Management
Missouri
$251K +$9.53K +117 +4%
PPWM
1831
Paragon Private Wealth Management
Kentucky
$251K +$33.4K +410 +15%
WA
1832
Waddell & Associates
Tennessee
$250K +$8.06K +99 +3%
AA
1833
Alta Advisers
United Kingdom
$249K
BCM
1834
BlueCrest Capital Management
Jersey
$249K -$182K -2,239 -41%
SFP
1835
Sweet Financial Partners
Minnesota
$249K +$244 +3 +0.1%
BHBT
1836
Burke & Herbert Bank & Trust
Virginia
$248K +$259K +3,183 New
KWM
1837
Kolinsky Wealth Management
New Jersey
$247K -$118K -1,451 -31%
TC
1838
Tacita Capital
Ontario, Canada
$246K -$186K -2,285 -42%
FIM
1839
Freedom Investment Management
Connecticut
$246K -$62.6K -769 -20%
CFD
1840
Creative Financial Designs
Indiana
$246K +$103K +1,264 +67%
HI
1841
Human Investing
Oregon
$246K -$49.5K -608 -16%
KFI
1842
Key Financial Inc
Pennsylvania
$245K +$12.2K +150 +5%
ITIM
1843
Indiana Trust & Investment Management
Indiana
$245K
QL
1844
Quarry LP
New York
$245K +$144K +1,764 +128%
CWM
1845
Centric Wealth Management
Illinois
$245K +$48.2K +592 +22%
WA
1846
Wambolt & Associates
Colorado
$245K -$18.6K -229 -7%
PSIWM
1847
Paradigm Strategies in Wealth Management
Minnesota
$244K
SGK
1848
Steigerwald Gordon & Koch
Virginia
$244K -$16.7K -205 -6%
SHFA
1849
SC&H Financial Advisors
Maryland
$243K -$1.71K -21 -0.7%
SQA
1850
Simon Quick Advisors
New Jersey
$242K -$20.4K -251 -7%

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.