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Starbucks
SBUX

Overview Fund Activity

2,427 hedge funds and large institutions have $74.7B invested in Starbucks in 2024 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 1,007 increasing their positions, 993 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,427
Holders Change
-18
Holders Change %
-0.74%
% of All Funds
35.18%
Holding in Top 10
33
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
170
Increased
1,007
Reduced
993
Closed
154
Calls
$2.17B
Puts
$1.77B
Net Calls
+$400M
Net Calls Change
+$249M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$838M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$415M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$265M
4
Capital World Investors
Capital World Investors
California
+$258M
5
VanEck Associates
VanEck Associates
New York
+$189M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.55B
2
PIF
Public Investment Fund
Saudi Arabia
-$606M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$432M
4
AIM
Alphinity Investment Management
Australia
-$342M
5
Renaissance Technologies
Renaissance Technologies
New York
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
HBT
1401
Heartland Bank & Trust
Illinois
$741K -$7.4K -81 -1%
ASI
1402
Advisory Services & Investments
Oregon
$734K +$91 +1 +0%
PFWA
1403
Paces Ferry Wealth Advisors
Georgia
$733K -$6.12K -67 -0.8%
KA
1404
Kovack Advisors
Florida
$733K +$12.8K +140 +2%
SSWM
1405
Sheets Smith Wealth Management
North Carolina
$731K +$1.01K +11 +0.1%
MMM
1406
Mendel Money Management
Illinois
$731K +$68.4K +748 +10%
SAM
1407
Smartleaf Asset Management
Massachusetts
$729K +$221K +2,420 +44%
WAG
1408
Winthrop Advisory Group
Massachusetts
$728K -$48.3K -529 -6%
CHJWM
1409
Carlton Hofferkamp & Jenks Wealth Management
Texas
$727K -$72K -820 -9%
LFA
1410
Legacy Financial Advisors
Kentucky
$723K -$8.59K -94 -1%
CFG
1411
Cooper Financial Group
California
$723K +$59.8K +654 +9%
IF
1412
IRON Financial
Illinois
$717K +$717K +7,850 New
CA
1413
CoreCap Advisors
Michigan
$717K +$11.1K +121 +2%
CCA
1414
Cobblestone Capital Advisors
New York
$717K +$17.6K +193 +3%
FCFC
1415
First Commonwealth Financial Corp
Pennsylvania
$715K +$270K +2,953 +61%
SIG
1416
Sargent Investment Group
Maryland
$715K -$15K -164 -2%
HT
1417
Headlands Technologies
Illinois
$713K +$713K +7,807 New
BA
1418
Birinyi Associates
Connecticut
$713K -$386K -4,225 -35%
MIM
1419
Moseley Investment Management
Florida
$712K +$5.94K +65 +0.8%
SP
1420
Stonebrook Private
Michigan
$707K +$19.5K +213 +3%
XF
1421
XML Financial
Maryland
$704K +$8.32K +91 +1%
BCM
1422
Brown Capital Management
Maryland
$703K – – –
MAWA
1423
Moss Adams Wealth Advisors
Washington
$700K +$83.2K +910 +13%
SB
1424
Strategic Blueprint
Georgia
$698K -$2.65K -29 -0.4%
PFS
1425
Physicians Financial Services
North Carolina
$696K +$9.14K +100 +1%
55 56
57
58 59