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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
C
2401
CEDRUS
Colorado
-$413K -4,517 Closed
MCM
2402
Monument Capital Management
Virginia
-$406K -4,441 Closed
TCM
2403
Teza Capital Management
Illinois
-$392K -4,289 Closed
MWM
2404
Maltin Wealth Management
New Jersey
-$380K -4,159 Closed
SCM
2405
Schnieders Capital Management
California
-$378K -4,133 Closed
LMKC
2406
L.M. Kohn & Company
Ohio
-$372K -4,073 Closed
RWA
2407
River Wealth Advisors
Pennsylvania
-$369K -4,039 Closed
MWM
2408
Mattern Wealth Management
Kansas
-$368K -4,026 Closed
HIC
2409
Hartline Investment Corp
Illinois
-$368K -4,024 Closed
1WM
2410
1858 Wealth Management
Ohio
-$385K -4,006 Closed
WPW
2411
Watershed Private Wealth
Illinois
-$356K -3,899 Closed
IPAM
2412
Investment Partners Asset Management
New Jersey
-$355K -3,883 Closed
MCB
2413
Morton Community Bank
Illinois
-$351K -3,841 Closed
HIIFS
2414
Harel Insurance Investments & Financial Services
Israel
-$347K -3,800 Closed
PTC
2415
Petrus Trust Company
Texas
-$341K -3,729 Closed
RB
2416
Renasant Bank
Mississippi
-$338K -3,697 Closed
DWG
2417
Darden Wealth Group
Michigan
-$329K -3,597 Closed
ATWA
2418
Arbor Trust Wealth Advisors
Michigan
-$305K -3,547 Closed
AC
2419
ASB Consultores
Florida
-$321K -3,510 Closed
AC
2420
Allstate Corporation
Illinois
-$317K -3,468 Closed
HIM
2421
Hillsdale Investment Management
Ontario, Canada
-$312K -3,419 Closed
BAAM
2422
Baker Avenue Asset Management
California
-$310K -3,392 Closed
PG
2423
Patten Group
Tennessee
-$308K -3,372 Closed
SC
2424
Saturna Capital
Washington
-$305K -3,333 Closed
HC
2425
Hendley & Co
Ohio
-$301K -3,290 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.