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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 %
PBC
1201
Pavion Blue Capital
California
$804K – – –
BFM
1202
Boothbay Fund Management
New York
$803K -$538K -6,914 -40%
CUAMC
1203
China Universal Asset Management Company
China
$802K +$133K +1,703 +20%
LRPA
1204
L. Roy Papp & Associates
Arizona
$801K -$840K -10,784 -51%
AFG
1205
Atomi Financial Group
New York
$800K +$66.9K +859 +9%
FAG
1206
Fortitude Advisory Group
Washington
$800K -$83.3K -1,070 -9%
MW
1207
Maia Wealth
Colorado
$799K +$799K +10,986 New
BB
1208
Burford Brothers
Texas
$791K -$2.34K -30 -0.3%
CSA
1209
Cottage Street Advisors
Massachusetts
$790K -$970K -12,465 -55%
VCP
1210
Verus Capital Partners
Arizona
$790K -$29.8K -383 -4%
KA
1211
Kovack Advisors
Florida
$789K +$165K +2,120 +26%
OAM
1212
Ostrum Asset Management
France
$789K -$61.3K -788 -7%
RWPA
1213
Richard W. Paul & Associates
Michigan
$787K +$153K +1,969 +24%
SIM
1214
Studio Investment Management
Illinois
$782K +$107K +1,371 +16%
CWM
1215
Congress Wealth Management
Massachusetts
$781K -$579K -7,431 -43%
KWS
1216
Keystone Wealth Services
California
$780K +$17K +219 +2%
CB
1217
CNB Bank
Pennsylvania
$780K -$370K -4,758 -32%
KIA
1218
Knollwood Investment Advisory
Maryland
$777K -$140K -1,796 -15%
TA
1219
Tectonic Advisors
Texas
$776K -$2.26K -29 -0.3%
FFO
1220
Fiduciary Family Office
Florida
$776K -$90.1K -1,157 -10%
MFG
1221
Monumental Financial Group
Maryland
$774K -$84.9K -1,090 -10%
SC
1222
Syon Capital
California
$773K -$5.29K -68 -0.7%
EM
1223
Excalibur Management
Massachusetts
$773K +$105K +1,344 +16%
FSCM
1224
Front Street Capital Management
Montana
$772K +$1.25K +16 +0.2%
WBC
1225
Westpac Banking Corp
Australia
$771K -$168K -2,156 -18%
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