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Starbucks

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
BHC
1926
Bowen Hanes & Co
Florida
$212K
TW
1927
Traveka Wealth
California
$211K -$22.2K -273 -9%
SA
1928
Strategic Advisors
New York
$211K -$20.8K -255 -9%
VSQM
1929
V-Square Quantitative Management
Illinois
$211K -$388K -4,759 -64%
WC
1930
Waterloo Capital
Texas
$210K +$26.6K +326 +14%
THWM
1931
Taylor Hoffman Wealth Management
Virginia
$210K
CPRC
1932
Consolidated Portfolio Review Corp
New York
$210K +$220K +2,701 New
OFS
1933
Orrstown Financial Services
Pennsylvania
$209K -$30.2K -371 -12%
SF
1934
Symphony Financial
Texas
$209K -$143K -1,758 -40%
BCM
1935
Boltwood Capital Management
California
$208K -$12.1K -149 -5%
JWA
1936
JFS Wealth Advisors
Pennsylvania
$208K -$5.7K -70 -3%
JFA
1937
JNBA Financial Advisors
Minnesota
$207K
LCM
1938
Liberty Capital Management
Michigan
$207K
LA
1939
LVW Advisors
New York
$206K +$13.5K +166 +7%
GWP
1940
Gen-Wealth Partners
Michigan
$206K +$74.9K +920 +53%
FBFS
1941
First Business Financial Services
Wisconsin
$206K -$15.5K -190 -7%
EFG
1942
Embree Financial Group
Illinois
$205K -$39.6K -486 -16%
KA
1943
Klingman & Associates
New York
$205K -$9.77K -120 -4%
AAIS
1944
ABN AMRO Investment Solutions
$205K -$695K -8,532 -76%
CG
1945
CFO4Life Group
Texas
$204K +$8.47K +104 +4%
DPIM
1946
Duff & Phelps Investment Management
Illinois
$203K -$860K -10,561 -80%
MHR
1947
Matthew Hamilton Rosenberg
$203K -$29.1K -357 -12%
CCA
1948
Childress Capital Advisors
Texas
$202K -$64K -786 -23%
AWM
1949
AllSquare Wealth Management
New York
$202K
MWA
1950
Monograph Wealth Advisors
California
$202K

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.