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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 %
CPIA
1226
Cornell Pochily Investment Advisors
New York
$770K +$19.6K +252 +3%
RIA
1227
Regal Investment Advisors
Michigan
$770K +$127K +1,634 +20%
JE
1228
JMAC Enterprises
Pennsylvania
$768K -$60.6K -779 -7%
TPWA
1229
TRUE Private Wealth Advisors
Oregon
$768K -$1.95K -25 -0.3%
MIA
1230
MeadowBrook Investment Advisors
Michigan
$767K -$23.4K -300 -3%
PHS
1231
Pekin Hardy Strauss
Illinois
$767K +$106K +1,358 +16%
AC
1232
Annandale Capital
Texas
$761K +$288K +3,700 +61%
FFC
1233
First Financial Corp
Indiana
$760K +$10.9K +140 +1%
MBTD
1234
Mechanics Bank - Trust Department
California
$756K +$274K +3,525 +57%
HSA
1235
HBK Sorce Advisory
Pennsylvania
$755K +$14.6K +188 +2%
SFG
1236
Synergy Financial Group
California
$754K -$43.7K -561 -5%
CC
1237
Copperleaf Capital
North Carolina
$754K +$308K +3,952 +69%
PP
1238
Patron Partners
Texas
$754K +$32.3K +415 +4%
GGI
1239
GPM Growth Investors
Michigan
$754K +$754K +9,680 New
KWA
1240
Kingswood Wealth Advisors
California
$753K +$107K +1,379 +17%
DAS
1241
Dynamic Advisor Solutions
Arizona
$751K -$139K -1,782 -16%
TCM
1242
Telos Capital Management
California
$743K -$3.72M -47,825 -83%
LW
1243
Linscomb Wealth
Texas
$743K -$150K -1,921 -17%
MS
1244
Maven Securities
Jersey
$742K -$404K -5,193 -35%
SIM
1245
Sentry Investment Management
Wisconsin
$741K -$72.5K -931 -9%
MW
1246
Marcum Wealth
Ohio
$740K -$27.8K -357 -4%
PAG
1247
Private Advisory Group
Washington
$738K -$55.4K -711 -7%
GS
1248
Gagnon Securities
New York
$738K +$236K +3,037 +47%
KMWM
1249
Keudell/Morrison Wealth Management
Oregon
$735K +$50.1K +644 +7%
WAM
1250
Winslow Asset Management
Ohio
$732K -$38.8K -499 -5%
48 49
50
51 52