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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 %
CM
1526
Columbus Macro
Pennsylvania
$588K +$86.5K +947 +17%
SAM
1527
Sompo Asset Management
Japan
$586K – – –
JWM
1528
Jeppson Wealth Management
California
$584K +$68.9K +754 +13%
PWM
1529
Proathlete Wealth Management
Florida
$583K -$15.9K -174 -3%
TCM
1530
Traynor Capital Management
Pennsylvania
$582K -$52.3K -572 -8%
BFC
1531
Bedel Financial Consulting
Indiana
$582K -$5.3K -58 -0.9%
PP
1532
PDS Planning
Ohio
$582K +$12.8K +140 +2%
MCM
1533
Marathon Capital Management
Maryland
$577K -$18.3K -200 -3%
CSB
1534
City State Bank
Iowa
$577K +$85K +930 +17%
WWS
1535
Wellington Wealth Strategies
Indiana
$576K +$576K +6,306 New
SAM
1536
Strategy Asset Managers
California
$573K +$44.5K +487 +8%
BFIM
1537
Beese Fulmer Investment Management
Ohio
$573K -$75.2K -823 -12%
TWP
1538
Tyche Wealth Partners
Texas
$573K -$183K -1,999 -24%
KWM
1539
Keebeck Wealth Management
Illinois
$572K +$4.66K +51 +0.8%
FFS
1540
Founders Financial Securities
Maryland
$571K +$13.1K +143 +2%
EFA
1541
Evernest Financial Advisors
Indiana
$570K +$7.1K +81 +1%
HPC
1542
HM Payson & Co
Maine
$567K +$3.93K +43 +0.7%
WIM
1543
WealthPlan Investment Management
Nebraska
$567K +$91 +1 +0%
MBTD
1544
Mechanics Bank - Trust Department
California
$565K -$521K -5,699 -48%
LRIA
1545
Leonard Rickey Investment Advisors
Washington
$564K -$2.47K -27 -0.4%
CAM
1546
Cidel Asset Management
Ontario, Canada
$563K +$27.9K +305 +5%
CPC
1547
Cookson Peirce & Co
Pennsylvania
$563K +$23.7K +259 +4%
LIM
1548
Longfellow Investment Management
Massachusetts
$562K +$245K +2,681 +77%
CAMG
1549
CWA Asset Management Group
Florida
$561K +$130K +1,426 +30%
SFS
1550
Sharp Financial Services
Pennsylvania
$560K +$356K +3,890 +173%
60 61
62
63 64