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Starbucks
SBUX

Overview Fund Activity

2,427 hedge funds and large institutions have $74.7B invested in Starbucks in 2024 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 1,007 increasing their positions, 993 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,427
Holders Change
-18
Holders Change %
-0.74%
% of All Funds
35.18%
Holding in Top 10
33
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
170
Increased
1,007
Reduced
993
Closed
154
Calls
$2.17B
Puts
$1.77B
Net Calls
+$400M
Net Calls Change
+$249M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$838M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$415M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$265M
4
Capital World Investors
Capital World Investors
California
+$258M
5
VanEck Associates
VanEck Associates
New York
+$189M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.55B
2
PIF
Public Investment Fund
Saudi Arabia
-$606M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$432M
4
AIM
Alphinity Investment Management
Australia
-$342M
5
Renaissance Technologies
Renaissance Technologies
New York
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPCM
2526
Osborne Partners Capital Management
California
– -$212K -2,210 Closed
EFG
2527
Ethos Financial Group
Pennsylvania
– -$211K -2,199 Closed
AWG
2528
Altus Wealth Group
Colorado
– -$210K -2,191 Closed
GAG
2529
GM Advisory Group
New York
– -$210K -2,183 Closed
AG
2530
Advocate Group
Minnesota
– -$209K -2,182 Closed
SVWAG
2531
Sound View Wealth Advisors Group
Georgia
– -$209K -2,180 Closed
FSA
2532
Financial Security Advisor
Virginia
– -$209K -2,179 Closed
LS
2533
Leelyn Smith
Illinois
– -$206K -2,144 Closed
ZIC
2534
ZWJ Investment Counsel
Georgia
– -$206K -2,144 Closed
SHFA
2535
SS&H Financial Advisors
Michigan
– -$206K -2,144 Closed
NCM
2536
NCM Capital Management
New Jersey
– -$206K -2,141 Closed
VAM
2537
Verity Asset Management
North Carolina
– -$203K -2,111 Closed
NJBEST
2538
New Jersey Better Educational Savings Trust
New Jersey
– -$203K -2,111 Closed
CWA
2539
Consilio Wealth Advisors
Washington
– -$202K -2,109 Closed
WIA
2540
World Investment Advisors
California
– -$202K -2,109 Closed
BFC
2541
Blue Fin Capital
Rhode Island
– -$202K -2,103 Closed
AIS
2542
AM Investment Strategies
Tennessee
– -$201K -2,097 Closed
PPW
2543
Presilium Private Wealth
Pennsylvania
– -$201K -2,093 Closed
MPIA
2544
Mountain Pacific Investment Advisers
Idaho
– -$201K -2,092 Closed
AWA
2545
Amplius Wealth Advisors
Pennsylvania
– -$201K -2,091 Closed
SAI
2546
Systematic Alpha Investments
New Jersey
– -$171K -1,776 Closed
NFA
2547
Northwest Financial Advisors
Virginia
– -$161K -1,672 Closed
A
2548
AJOVista
Massachusetts
– -$152K -1,585 Closed
PS
2549
Planned Solutions
California
– -$130K -1,354 Closed
RIM
2550
Rockbridge Investment Management
New York
– -$120K -1,254 Closed
100 101
102
103 104