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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 %
IF
1326
IRON Financial
Illinois
$623K +$12.2K +157 +2%
BCM
1327
Brown Capital Management
Maryland
$619K +$20.3K +261 +3%
PFS
1328
Physicians Financial Services
North Carolina
$619K +$26.3K +338 +4%
PO
1329
Private Ocean
California
$618K +$86.4K +1,110 +16%
Members Trust
1330
Members Trust
Florida
$618K -$139K -1,785 -18%
CIA
1331
Compass Ion Advisors
Pennsylvania
$618K – – –
TL
1332
Tradewinds LLC
North Carolina
$618K +$618K +7,933 New
HBT
1333
Heartland Bank & Trust
Illinois
$617K -$13.9K -179 -2%
NJIM
1334
Nabity-Jensen Investment Management
Nebraska
$615K -$26.2K -337 -4%
SIG
1335
Sargent Investment Group
Maryland
$614K +$5.06K +65 +0.8%
PAG
1336
Powers Advisory Group
Illinois
$613K +$45.3K +582 +8%
CW
1337
CreativeOne Wealth
Kansas
$612K -$261K -3,349 -30%
CCM
1338
Chaney Capital Management
Washington
$611K -$548K -7,034 -47%
SPC
1339
Spirepoint Private Client
Florida
$608K +$292K +3,748 +92%
AA
1340
Axiom Advisory
California
$605K +$605K +7,423 New
PVM
1341
Palogic Value Management
Texas
$603K +$45.7K +587 +8%
FPAS
1342
Focus Partners Advisor Solutions
Missouri
$599K -$745K -9,570 -55%
SFB
1343
STAR Financial Bank
Indiana
$599K -$137K -1,757 -19%
CI
1344
CX Institutional
Indiana
$599K -$48.9K -628 -8%
RPCONE
1345
Retirement Planning Company of New England
Rhode Island
$598K +$28.1K +361 +5%
FCP
1346
Fidelis Capital Partners
Florida
$598K -$237K -3,154 -28%
ME
1347
McIlrath & Eck
Washington
$596K -$95.4K -1,225 -14%
RMAM
1348
Raab & Moskowitz Asset Management
New Jersey
$594K +$52.4K +673 +10%
GIM
1349
Grassi Investment Management
California
$594K -$117K -1,500 -16%
SSWM
1350
Sheets Smith Wealth Management
North Carolina
$593K -$29.6K -380 -5%
52 53
54
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