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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 %
JCFM
1476
JBR Co Financial Management
Oklahoma
$467K -$40.5K -520 -8%
GWM
1477
Gitterman Wealth Management
New Jersey
$466K +$235K +3,023 +102%
GIM
1478
Groesbeck Investment Management
New Jersey
$464K +$90.2K +1,159 +24%
SEIA
1479
Signature Estate & Investment Advisors
California
$463K +$463K +5,948 New
WRPWM
1480
Werba Rubin Papier Wealth Management
California
$463K +$463K +5,946 New
SRC
1481
Shufro Rose & Co
New York
$463K -$14.4M -185,302 -97%
PSP
1482
Principal Street Partners
Tennessee
$463K -$17.4K -224 -4%
MCWA
1483
Meadow Creek Wealth Advisors
Georgia
$462K +$9.73K +125 +2%
HPC
1484
HM Payson & Co
Maine
$462K -$21.2K -272 -4%
WP
1485
WMS Partners
Maryland
$458K -$1.79K -23 -0.4%
FAFN
1486
First Affirmative Financial Network
Colorado
$457K +$62.4K +802 +16%
BIG
1487
Brooklyn Investment Group
New York
$455K – – –
VCG
1488
Vantage Consulting Group
Virginia
$455K +$49K +629 +12%
OL
1489
Optas LLC
Texas
$455K -$1.4K -18 -0.3%
IAS
1490
Insigneo Advisory Services
Florida
$454K -$213K -2,885 -32%
ML
1491
McAdam LLC
Pennsylvania
$454K +$163K +2,090 +56%
TYCC
1492
Texas Yale Capital Corp
Florida
$454K -$121K -1,560 -21%
WKWM
1493
Walter & Keenan Wealth Management
Indiana
$453K -$7.79K -100 -2%
SPFA
1494
Summit Place Financial Advisors
New Jersey
$452K -$181K -2,325 -29%
VCA
1495
Verdence Capital Advisors
Maryland
$450K -$260K -3,344 -37%
CFP
1496
Catalyst Financial Partners
Massachusetts
$449K -$22.4K -288 -5%
BI
1497
BlueSpruce Investments
Illinois
$448K +$448K +5,760 New
FFS
1498
Founders Financial Securities
Maryland
$447K -$39.2K -504 -8%
CJ
1499
Caitlin John
Michigan
$443K +$419K +5,385 +1,754%
BEAM
1500
Baker Ellis Asset Management
Washington
$443K -$13.2K -170 -3%
58 59
60
61 62