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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 %
PFG
1101
PAX Financial Group
Texas
$992K +$156K +1,999 +19%
WAS
1102
Winch Advisory Services
Wisconsin
$989K -$14.2K -183 -1%
GI
1103
GAMMA Investing
California
$988K +$407K +5,228 +70%
AIM
1104
Anchor Investment Management
South Carolina
$983K -$115K -1,481 -10%
EWA
1105
EverSource Wealth Advisors
Alabama
$981K +$48.9K +627 +5%
HKIM
1106
Hayek Kallen Investment Management
Alabama
$978K +$130K +1,670 +15%
AWE
1107
Avidian Wealth Enterprises
Texas
$977K -$53.4K -686 -5%
NL
1108
Navalign LLC
California
$974K +$7.86K +101 +0.8%
CA
1109
Claro Advisors
Massachusetts
$972K -$85.4K -1,097 -8%
VWM
1110
Venturi Wealth Management
Texas
$971K -$15.6K -200 -2%
AAM
1111
Auxier Asset Management
Oregon
$967K – – –
WJWM
1112
Williams Jones Wealth Management
New York
$964K -$74.8K -961 -7%
ACA
1113
Aptus Capital Advisors
Alabama
$962K +$16.4K +211 +2%
SWM
1114
SeaCrest Wealth Management
New York
$959K +$4.13K +53 +0.4%
CFMC
1115
Curbstone Financial Management Corp
New Hampshire
$956K – – –
MGIA
1116
Moneta Group Investment Advisors
Missouri
$952K -$36K -463 -4%
CCA
1117
Checchi Capital Advisers
California
$951K -$370K -4,752 -28%
MHIC
1118
Marble Harbor Investment Counsel
Massachusetts
$950K – – –
AF
1119
Arrow Financial
New York
$949K -$451K -5,795 -32%
SSWM
1120
Strait & Sound Wealth Management
California
$939K +$458K +5,878 +95%
AWM
1121
Allen Wealth Management
North Carolina
$931K -$38.9K -500 -4%
RFG
1122
Range Financial Group
Oregon
$931K -$29.1K -374 -3%
SIA
1123
Schechter Investment Advisors
Michigan
$931K +$256K +3,288 +38%
H
1124
HoyleCohen
California
$928K -$94K -1,207 -9%
RA
1125
RFG Advisory
Alabama
$927K +$121K +1,555 +15%
43 44
45
46 47