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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 %
SAM
551
Securian Asset Management
Minnesota
$6.09M -$519K -5,679 -8%
NIM
552
NEOS Investment Management
Connecticut
$6.04M +$1.14M +12,501 +23%
DP
553
Dearborn Partners
Illinois
$6.04M +$383K +4,196 +7%
SWP
554
Strategic Wealth Partners
Ohio
$6.02M +$1.58M +17,302 +36%
TPCM
555
Templeton & Phillips Capital Management
Tennessee
$5.98M -$29.1K -318 -0.5%
CIA
556
Covington Investment Advisors
Pennsylvania
$5.96M +$300K +3,285 +5%
FNBT
557
FineMark National Bank & Trust
Florida
$5.96M +$87.8K +961 +1%
TIAA Trust, National Association
558
TIAA Trust, National Association
North Carolina
$5.87M -$402K -4,402 -6%
BPWM
559
Badgley Phelps Wealth Managers
Washington
$5.86M -$227K -2,482 -4%
RAM
560
Roanoke Asset Management
New Jersey
$5.85M -$31.3K -343 -0.5%
IA
561
IFP Advisors
Florida
$5.84M -$51.1K -559 -0.9%
M
562
MOTCO
Texas
$5.79M -$69K -755 -1%
CGPCS
563
Capital Group Private Client Services
California
$5.78M +$72.8K +797 +1%
TAM
564
Tocqueville Asset Management
New York
$5.77M -$276K -3,022 -5%
BRWA
565
B. Riley Wealth Advisors
Florida
$5.77M +$173K +1,894 +3%
MC
566
Middleton & Co
Massachusetts
$5.77M -$290K -3,175 -5%
IIC
567
Ironwood Investment Counsel
Arizona
$5.67M +$217K +2,373 +4%
AC
568
Addenda Capital
Quebec, Canada
$5.66M -$15.8K -173 -0.3%
AAS
569
Avantax Advisory Services
Texas
$5.65M +$531K +5,805 +10%
FT
570
Fiduciary Trust
Massachusetts
$5.65M -$86.3K -944 -2%
HZ
571
Hixon Zuercher
Ohio
$5.64M -$244K -2,675 -4%
SW
572
SteelPeak Wealth
California
$5.63M +$3.86M +42,273 +218%
LWM
573
Lyell Wealth Management
California
$5.61M +$356K +3,892 +7%
BWL
574
Bogart Wealth LLC
Virginia
$5.61M -$1.26M -13,749 -18%
YIH
575
Y-Intercept (HK)
Hong Kong
$5.59M +$1.56M +17,117 +39%
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