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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 %
CCM
1301
Crew Capital Management
Ohio
$654K +$96.5K +1,239 +17%
NIM
1302
Northeast Investment Management
Massachusetts
$654K -$103K -1,317 -14%
TWM
1303
TriaGen Wealth Management
California
$653K – – –
MC
1304
Matisse Capital
Oregon
$648K – – –
TBWA
1305
Three Bridge Wealth Advisors
California
$647K -$2.41K -31 -0.4%
AFC
1306
AFT Forsyth & Company
Florida
$647K +$4.28K +55 +0.7%
BLC
1307
Brown, Lisle/Cummings
Rhode Island
$646K +$11.7K +150 +2%
DDC
1308
DF Dent & Co
Maryland
$645K -$94.8K -1,218 -13%
PCP
1309
Proficio Capital Partners
Massachusetts
$645K +$1.17K +15 +0.2%
PAM
1310
Palisade Asset Management
Minnesota
$644K -$35K -450 -5%
FCM
1311
Fairbanks Capital Management
California
$643K -$10.4K -134 -2%
TBC
1312
Ted Buchan & Co
California
$640K -$128K -1,643 -17%
VIM
1313
Vinva Investment Management
Australia
$640K -$740K -9,341 -54%
JCM
1314
Jag Capital Management
Missouri
$639K +$162K +2,078 +34%
CP
1315
Capital Planning
Washington
$639K +$234 +3 +0%
CFG
1316
Cooper Financial Group
California
$638K +$22.6K +290 +4%
BBA
1317
Baader Bank Aktiengesellschaft
Germany
$637K +$140K +1,838 +28%
ASI
1318
Advisory Services & Investments
Oregon
$635K +$9.81K +126 +2%
LIM
1319
Longfellow Investment Management
Massachusetts
$632K +$153K +1,961 +32%
BIA
1320
Benchmark Investment Advisors
Illinois
$631K +$631K +8,100 New
SIC
1321
Samalin Investment Counsel
New York
$631K +$128K +1,642 +25%
JIP
1322
Jaffetilchin Investment Partners
Florida
$630K +$225K +2,892 +56%
EB
1323
Emprise Bank
Kansas
$627K -$68.2K -876 -10%
PFA
1324
Pathway Financial Advisers
Indiana
$626K +$44K +567 +8%
WAG
1325
Winthrop Advisory Group
Massachusetts
$625K +$4.9K +63 +0.8%
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