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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.52B +$82.9M +1,017,853 +0.9%
BlackRock
2
BlackRock
New York
$6.13B +$224M +2,755,430 +4%
State Street
3
State Street
Massachusetts
$3.55B -$24.8M -304,610 -0.7%
Morgan Stanley
4
Morgan Stanley
New York
$2.07B -$135M -1,660,929 -6%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.86B +$46.9M +576,420 +2%
Barclays
6
Barclays
United Kingdom
$1.84B +$1.2B +14,747,707 +166%
Bank of America
7
Bank of America
North Carolina
$1.65B +$106M +1,297,461 +7%
Wells Fargo
8
Wells Fargo
California
$1.58B +$31.9M +392,155 +2%
Norges Bank
9
Norges Bank
Norway
$1.14B +$193M +2,370,526 +19%
Northern Trust
10
Northern Trust
Illinois
$1.06B -$20.9M -256,153 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$994M +$269M +3,306,066 +35%
N
12
Nuveen
North Carolina
$965M +$27.8M +341,253 +3%
Fisher Asset Management
13
Fisher Asset Management
Washington
$890M -$21.5M -264,095 -2%
JP Morgan Chase
14
JP Morgan Chase
New York
$813M -$191M -2,348,711 -18%
Charles Schwab
15
Charles Schwab
California
$802M +$18M +221,246 +2%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$799M +$138M +1,692,904 +20%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$729M -$2.08M -25,532 -0.3%
Invesco
18
Invesco
Georgia
$678M -$228M -2,798,750 -24%
UBS Group
19
UBS Group
Switzerland
$649M -$126M -1,551,121 -16%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$588M +$604M +7,411,719 +5,291%
Goldman Sachs
21
Goldman Sachs
New York
$576M +$76.9M +944,442 +15%
Amundi
22
Amundi
France
$523M -$40M -490,799 -7%
Legal & General Group
23
Legal & General Group
United Kingdom
$521M -$12.9M -157,933 -2%
Capital International Investors
24
Capital International Investors
California
$521M +$72.8M +893,550 +15%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$517M -$510M -6,258,324 -49%

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.