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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
JA
1901
JVL Associates
Michigan
$219K -$37.8K -464 -14%
BCP
1902
Blue Chip Partners
Michigan
$219K -$6.11K -75 -3%
EA
1903
Emerald Advisors
Washington
$218K -$80.8K -992 -26%
FG
1904
Foster Group
Iowa
$218K +$16.2K +199 +8%
CA
1905
Cullinan Associates
Kentucky
$218K -$12.1M -148,513 -98%
WWP
1906
Walden Wealth Partners
Ohio
$218K
CPWA
1907
Cerro Pacific Wealth Advisors
California
$218K +$228K +2,796 New
PCMC
1908
Private Capital Management (Colorado)
Colorado
$217K -$69.7K -856 -23%
PMFA
1909
Plante Moran Financial Advisors
Michigan
$217K +$84.8K +1,041 +59%
EB
1910
Eastern Bank
Massachusetts
$217K -$2.93K -36 -1%
AM
1911
Atwater Malick
Pennsylvania
$217K
FA
1912
Fountainhead AM
New Jersey
$216K +$226K +2,780 New
SIC
1913
Sigma Investment Counselors
Michigan
$216K -$1.79K -22 -0.8%
JAG
1914
Journey Advisory Group
Kentucky
$216K -$21.7K -266 -9%
OCPWS
1915
One Charles Private Wealth Services
Massachusetts
$216K -$1.71K -21 -0.8%
PCM
1916
Prelude Capital Management
New York
$215K -$244K -2,991 -52%
IFPG
1917
Intrepid Financial Planning Group
Indiana
$215K
ECU
1918
Eisler Capital (US)
New York
$214K +$224K +2,755 New
FCA
1919
Fortis Capital Advisors
Kansas
$214K +$224K +2,747 New
FIM
1920
Fernwood Investment Management
Massachusetts
$214K -$24.5K -301 -10%
CB
1921
Cadence Bank
Mississippi
$213K -$14K -172 -6%
MMPW
1922
Mitchell McLeod Pugh & Williams
Alabama
$213K +$8.14K +100 +4%
AWS
1923
Arkfeld Wealth Strategies
Nebraska
$212K +$232K +2,849 New
CAWM
1924
Capital Advisors Wealth Management
Washington
$212K -$3.67K -45 -2%
SCA
1925
Sage Capital Advisors
South Dakota
$212K +$12.7K +156 +6%

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.