SBUX icon

Starbucks
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
32.53%
Holding in Top 10
22
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-33.33%
% of All Funds
0.32%
New
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
+$1.15B
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$577M
3
Citadel Advisors
Citadel Advisors
Florida
+$326M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$275M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$271M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$487M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$357M
3
GA
GFS Advisors
Texas
-$239M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$224M
5
Invesco
Invesco
Georgia
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
V
976
VeraBank
Texas
$1.37M – – –
AWMT
977
AAFMAA Wealth Management & Trust
North Carolina
$1.37M +$294K +3,772 +27%
PP
978
Pegasus Partners
Wisconsin
$1.36M -$834K -10,714 -38%
RWM
979
Ritholtz Wealth Management
New York
$1.36M -$514K -6,603 -27%
TCA
980
Transcend Capital Advisors
New Jersey
$1.35M +$22.7K +292 +2%
GVAG
981
Great Valley Advisor Group
Delaware
$1.33M +$418K +5,377 +46%
WWM
982
Western Wealth Management
Colorado
$1.33M -$89.5K -1,150 -6%
CIA
983
Capital Investment Advisors
Georgia
$1.32M +$237K +3,050 +22%
IWM
984
IHT Wealth Management
Illinois
$1.32M -$187K -2,407 -12%
AA
985
Apriem Advisors
California
$1.32M -$13.7K -176 -1%
TSMHT
986
Thurston Springer Miller Herd & Titak
Indiana
$1.31M +$1.31M +16,871 New
AWP
987
Accretive Wealth Partners
New Jersey
$1.31M +$134K +1,724 +11%
BP
988
Ballentine Partners
Massachusetts
$1.31M -$828K -10,638 -39%
BMC
989
Benin Management Corp
Connecticut
$1.3M -$179K -2,298 -12%
PMA
990
Prudent Man Advisors
Illinois
$1.3M +$44.3K +243 +4%
HA
991
Heartland Advisors
Wisconsin
$1.3M -$20.2K -259 -2%
CCG
992
Coastwise Capital Group
California
$1.3M +$377K +4,844 +41%
STA
993
Summit Trail Advisors
New York
$1.3M +$276K +3,549 +27%
LAIC
994
Lederer & Associates Investment Counsel
California
$1.29M -$57.9K -744 -4%
CSPIA
995
Cary Street Partners Investment Advisory
Virginia
$1.29M +$70.6K +907 +6%
RB
996
Rodgers Brothers
Pennsylvania
$1.29M +$622K +7,994 +94%
MASUI
997
MIRAE ASSET SECURITIES (USA) INC.
New York
$1.28M +$1.28M +16,454 New
AC
998
AlphaCore Capital
California
$1.27M -$131K -1,689 -9%
WAS
999
Wealth Advisory Solutions
Indiana
$1.27M -$5.28M -67,814 -81%
PIM
1000
Penobscot Investment Management
Massachusetts
$1.26M – – –
38 39
40
41 42