We are live on ! Find out more
SBUX icon

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
CA
2276
CapWealth Advisors
Tennessee
-$15.3M -167,516 Closed
BAM
2277
Bell Asset Management
Australia
-$14.8M -161,815 Closed
LIP
2278
Liontrust Investment Partners
United Kingdom
-$14.6M -160,000 Closed
RBCM
2279
Raub Brock Capital Management
California
-$13.9M -152,104 Closed
PD
2280
Point72 (DIFC)
United Arab Emirates
-$12.2M -149,919 Closed
CCM
2281
Copeland Capital Management
Pennsylvania
-$13.5M -148,246 Closed
PR
2282
Payden & Rygel
California
-$12.6M -138,000 Closed
PRIG
2283
Payden & Rygel Investment Group
California
-$12.6M -138,000 Closed
PI
2284
PineBridge Investments
New York
-$11M -120,809 Closed
MC
2285
Miramar Capital
Illinois
-$8.04M -110,914 Closed
2
2286
2Xideas
Switzerland
-$10.1M -110,879 Closed
GCM
2287
Graham Capital Management
Connecticut
-$9.19M -100,584 Closed
BRCM
2288
Bright Rock Capital Management
Massachusetts
-$9.14M -100,000 Closed
GGHC
2289
Gilder Gagnon Howe & Co
New York
-$9.13M -99,887 Closed
BWFA
2290
Baltimore-Washington Financial Advisors
Maryland
-$8.43M -92,275 Closed
LNC
2291
Lincoln National Corp
Pennsylvania
-$8.27M -90,448 Closed
PHK
2292
Point72 Hong Kong
Hong Kong
-$8.16M -89,311 Closed
WAM
2293
Weiss Asset Management
Massachusetts
-$7.78M -85,148 Closed
GFG
2294
Greystone Financial Group
Michigan
-$7.01M -76,670 Closed
HFS
2295
Haverford Financial Services
Pennsylvania
-$6.57M -71,855 Closed
CP
2296
Cumberland Partners
Ontario, Canada
-$6.28M -68,703 Closed
NL
2297
NWAM LLC
Washington
-$5.26M -65,987 Closed
RAM
2298
Roanoke Asset Management
New Jersey
-$5.85M -64,046 Closed
EIA
2299
Eastover Investment Advisors
North Carolina
-$5.1M -55,840 Closed
Fuller & Thaler Asset Management
2300
Fuller & Thaler Asset Management
California
-$4.91M -53,753 Closed

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.