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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 %
MWM
1526
Modern Wealth Management
Kansas
$419K +$33.7K +433 +9%
SMH
1527
Sanders Morris Harris
Texas
$418K – – –
UAG
1528
United Advisor Group
Ohio
$417K +$49.4K +634 +13%
KAM
1529
Knightsbridge Asset Management
California
$414K +$3.66K +47 +0.9%
GWANC
1530
Guardian Wealth Advisors (North Carolina)
North Carolina
$413K +$12.2K +157 +3%
KTM
1531
Keeler Thomas Management
Utah
$412K +$228K +2,796 +124%
SPL
1532
Smart Portfolios LLC
Washington
$412K +$30.9K +397 +8%
MCM
1533
Mendel Capital Management
Arkansas
$412K -$6.23K -80 -1%
LSPW
1534
Lake Street Private Wealth
Illinois
$412K -$2.74M -35,132 -87%
RVPG
1535
Relative Value Partners Group
$412K -$1.72M -22,087 -81%
TSWM
1536
Triangle Securities Wealth Management
North Carolina
$411K +$4.75K +61 +1%
LJAC
1537
L.J. Altfest & Co
New York
$410K -$32.8K -422 -7%
TNA
1538
True North Advisors
Texas
$409K +$409K +5,252 New
YIA
1539
YHB Investment Advisors
Connecticut
$408K -$172K -2,204 -30%
TCWA
1540
Turtle Creek Wealth Advisors
Texas
$408K -$26K -334 -6%
ACG
1541
Allen Capital Group
Nebraska
$406K +$18.5K +237 +5%
MSFS
1542
Main Street Financial Solutions
Pennsylvania
$406K +$36.4K +467 +10%
WIM
1543
WealthPlan Investment Management
Nebraska
$405K -$77.9K -1,001 -16%
SM
1544
Sweeney & Michel
California
$404K -$90K -1,237 -18%
SCM
1545
Stordahl Capital Management
Colorado
$404K -$7.24K -93 -2%
SW
1546
SkyOak Wealth
Michigan
$404K +$404K +5,184 New
CAI
1547
Capital Advisors Inc
Oklahoma
$403K +$32.9K +423 +9%
AW
1548
Alaethes Wealth
Nevada
$403K -$17.4K -224 -4%
TFGT
1549
TS Financial Group (TSFG)
Illinois
$402K -$9.2K -118 -2%
WP
1550
Westmount Partners
California
$399K +$3.24K +42 +0.8%
60 61
62
63 64