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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
IA
2326
IFG Advisory
Georgia
-$1.85M -20,199 Closed
TA
2327
TKG Advisors
Indiana
-$1.82M -19,928 Closed
IWA
2328
IBEX Wealth Advisors
New Jersey
-$1.9M -19,127 Closed
SM
2329
Sciencast Management
New Jersey
-$1.66M -18,154 Closed
JSL
2330
JT Stratford LLC
Georgia
-$1.62M -17,685 Closed
TPA
2331
Trivium Point Advisory
Connecticut
-$1.6M -17,512 Closed
RAM
2332
Readystate Asset Management
Illinois
-$1.58M -17,250 Closed
LCM
2333
Legato Capital Management
California
-$1.52M -16,654 Closed
AFA
2334
Abacus FCF Advisors
Florida
-$1.51M -16,526 Closed
LBWM
2335
Left Brain Wealth Management
Illinois
-$1.51M -16,491 Closed
CM
2336
Churchill Management
California
-$1.47M -16,095 Closed
DTL
2337
Dynamic Technology Lab
Singapore
-$1.45M -15,814 Closed
BL
2338
Balentine LLC
Georgia
-$1.34M -14,712 Closed
LA
2339
LBP AM
France
-$1.32M -14,413 Closed
TAM
2340
Tealwood Asset Management
Minnesota
-$1.22M -13,374 Closed
A
2341
AlphaQuest
New York
-$1.21M -13,237 Closed
WWM
2342
WT Wealth Management
Arizona
-$1.18M -12,948 Closed
ANB
2343
Amarillo National Bank
Texas
-$1.18M -12,874 Closed
Connor, Clark & Lunn Investment Management (CC&L)
2344
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.18M -12,872 Closed
HW
2345
Hedeker Wealth
Illinois
-$1.17M -12,809 Closed
SIM
2346
Seaview Investment Managers
Florida
-$1.12M -12,255 Closed
EW
2347
Evoke Wealth
California
-$1.11M -12,199 Closed
ATI
2348
Act Two Investors
California
-$1.11M -12,155 Closed
HF
2349
HRT Financial
New York
-$988K -12,133 Closed
TCWM
2350
Total Clarity Wealth Management
Illinois
-$1.06M -11,548 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.