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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 %
DAM
1551
Doheny Asset Management
California
$394K -$305K -3,922 -44%
RFA
1552
ROI Financial Advisors
Oregon
$393K -$39K -501 -9%
SCG
1553
Sonata Capital Group
Washington
$393K – – –
BAWM
1554
Bennett Associates Wealth Management
Pennsylvania
$393K +$393K +5,046 New
SP
1555
Symmetry Partners
Connecticut
$391K -$38.5K -494 -9%
SFS
1556
Sharp Financial Services
Pennsylvania
$388K -$89.1K -1,145 -19%
QI
1557
Qtron Investments
Massachusetts
$388K -$129K -1,654 -25%
NHC
1558
Nicholas Hoffman & Company
Georgia
$388K -$14.2K -182 -4%
SMC
1559
Smith, Moore & Co
Missouri
$388K -$47.7K -613 -11%
SPWG
1560
Sage Private Wealth Group
Illinois
$387K -$26.1K -335 -6%
NPA
1561
Nichols & Pratt Advisers
Massachusetts
$387K -$31.1K -400 -7%
RW
1562
Rede Wealth
Virginia
$386K -$70K -899 -15%
MIC
1563
Meridian Investment Counsel
California
$386K +$545 +7 +0.1%
AWAP
1564
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$386K +$37.4K +481 +11%
HCM
1565
Hengehold Capital Management
Ohio
$386K +$32.2K +414 +9%
WFA
1566
Wellspring Financial Advisors
Ohio
$384K -$35.1K -451 -8%
FFBTD
1567
First Financial Bank - Trust Division
Ohio
$384K -$14.6K -188 -4%
RDWM
1568
Red Door Wealth Management
Tennessee
$383K +$8.88K +114 +2%
USCWA
1569
U.S. Capital Wealth Advisors
Texas
$382K -$2.1K -27 -0.5%
SAI
1570
Savvy Advisors Inc
New York
$382K +$148K +1,900 +63%
DI
1571
Diligent Investors
California
$382K +$14.4K +185 +4%
FA
1572
Faithward Advisors
Pennsylvania
$381K +$17K +219 +5%
PMSA
1573
Patrick M. Sweeney & Associates
Illinois
$380K -$1.56K -20 -0.4%
FCG
1574
Fielder Capital Group
Tennessee
$380K -$7.47K -96 -2%
CWM
1575
Connecticut Wealth Management
Connecticut
$379K +$70.8K +909 +23%
61 62
63
64 65