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SBUX

Overview Fund Activity

2,237 hedge funds and large institutions have $65.7B invested in Starbucks in 2024 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 809 increasing their positions, 1,062 reducing their positions, and 313 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
-190
Holders Change %
-7.83%
% of All Funds
32.54%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.32%
New
158
Increased
809
Reduced
1,062
Closed
313
Calls
$2.82B
Puts
$3.02B
Net Calls
-$200M
Net Calls Change
-$600M

Top Buyers

1
Barclays
Barclays
United Kingdom
$1.84B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$588M
3
Citadel Advisors
Citadel Advisors
Florida
$368M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$487M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$317M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$517M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$12.6M
3
GA
GFS Advisors
Texas
$6.43M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$235M
5
Invesco
Invesco
Georgia
$678M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGC
2526
Aspen Grove Capital
Colorado
– -$201K -2,197 Closed
FNC
2527
First National Corp
Massachusetts
– -$210K -2,192 Closed
FMI
2528
F/M Investments
District of Columbia
– -$200K -2,192 Closed
EC
2529
EntryPoint Capital
New York
– -$161K -1,765 Closed
ACM
2530
Aquatic Capital Management
Illinois
– -$155K -1,700 Closed
LF
2531
LifeSteps Financial
California
– -$96.4K -1,055 Closed
HEIP
2532
Hudson Edge Investment Partners
New Jersey
– -$81.7K -894 Closed
NCTC
2533
New Covenant Trust Company
Indiana
– -$77.9K -852 Closed
CWA
2534
Core Wealth Advisors
Florida
– -$51.7K -566 Closed
CIM
2535
Contravisory Investment Management
Massachusetts
– -$50.3K -550 Closed
VL
2536
Vima LLC
Michigan
– -$28.3K -272 Closed
CH
2537
Canton Hathaway
Rhode Island
– -$23K -250 Closed
FSWA
2538
Financial Synergies Wealth Advisors
Texas
– -$20.5K -224 Closed
DCP
2539
DSM Capital Partners
Florida
– -$15.7K -172 Closed
GA
2540
GoalVest Advisory
New York
– -$15.5K -170 Closed
PWA
2541
Provenance Wealth Advisors
Florida
– -$15.2K -166 Closed
NC
2542
nVerses Capital
Florida
– -$9.14K -100 Closed
MAM
2543
MMA Asset Management
Pennsylvania
– -$5.96K -65 Closed
TCM
2544
TruNorth Capital Management
Michigan
– -$5.76K -63 Closed
FFWM
2545
Future Financial Wealth Management
Ohio
– -$4.57K -50 Closed
IPW
2546
Impact Partnership Wealth
Georgia
– -$4.48K -49 Closed
GFL
2547
Granite FO LLC
New Hampshire
– -$2.19K -23 Closed
NC
2548
NewSquare Capital
Pennsylvania
– -$1.1K -12 Closed
CAM
2549
ClariVest Asset Management
California
– -$915 -10 Closed
TWP
2550
TFO Wealth Partners
Ohio
– -$183 -2 Closed
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