SBUX icon

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 %
PWP
1351
Precedent Wealth Partners
Texas
$592K +$69.7K +895 +13%
HAG
1352
HF Advisory Group
Maryland
$592K +$139K +1,785 +31%
NCFG
1353
New Century Financial Group
New Jersey
$591K +$178K +2,286 +43%
ST
1354
Smithfield Trust
Pennsylvania
$588K +$2.51K +32 +0.4%
WSFS
1355
Wilmington Savings Fund Society
Delaware
$585K -$52.2K -671 -8%
IWA
1356
Inspirion Wealth Advisors
Illinois
$584K +$10.9K +140 +2%
SJIM
1357
St. Johns Investment Management
Florida
$584K -$252K -3,231 -30%
TCM
1358
Traynor Capital Management
Pennsylvania
$584K +$88.2K +1,133 +18%
PWAM
1359
Pinnacle West Asset Management
Wyoming
$583K +$10.5K +135 +2%
NFA
1360
Northern Financial Advisors
Michigan
$583K -$1.56K -20 -0.3%
MI
1361
Motiv8 Investments
Florida
$582K +$147K +1,887 +34%
XF
1362
XML Financial
Maryland
$579K -$20.8K -267 -3%
CA
1363
Cambridge Advisors
Nebraska
$577K -$3.04K -39 -0.5%
FFM
1364
Forum Financial Management
Illinois
$575K +$1.64K +21 +0.3%
VWA
1365
Visionary Wealth Advisors
Illinois
$574K +$142K +1,824 +33%
CCA
1366
Cobblestone Capital Advisors
New York
$572K -$37.9K -487 -6%
FFWA
1367
FRG Family Wealth Advisors
Washington
$572K +$452 +6 +0.1%
JWM
1368
Jeppson Wealth Management
California
$572K +$74.4K +956 +15%
CHJWM
1369
Carlton Hofferkamp & Jenks Wealth Management
Texas
$572K -$57K -751 -9%
RA
1370
RiverPark Advisors
New York
$571K – – –
BWP
1371
Baldwin Wealth Partners
Massachusetts
$570K -$9.22M -118,450 -94%
CA
1372
Continuum Advisory
Idaho
$570K +$31.8K +409 +6%
EWA
1373
Exencial Wealth Advisors
Oklahoma
$569K +$139K +1,780 +32%
IPW
1374
Inlet Private Wealth
Florida
$568K +$568K +7,300 New
HCM
1375
Howland Capital Management
Massachusetts
$567K +$2.18K +28 +0.4%
53 54
55
56 57