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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 %
4WM
1576
49 Wealth Management
Texas
$379K -$3.09K -40 -0.8%
EFL
1577
ERn Financial LLC
Wisconsin
$376K +$25.1K +322 +7%
PJSIMP
1578
P.J. Schmidt Investment Management (PJS)
Wisconsin
$375K -$25.6K -329 -6%
ZIG
1579
Zullo Investment Group
Pennsylvania
$375K -$2.41K -31 -0.6%
PWA
1580
Prairie Wealth Advisors
Nebraska
$375K -$13.7K -176 -4%
FNT
1581
First National Trust
Pennsylvania
$373K -$42.7K -548 -10%
AL
1582
Aspiriant LLC
California
$373K -$58.2K -748 -14%
WG
1583
Welch Group
Alabama
$371K -$17.5K -225 -5%
BEC
1584
Blue Edge Capital
Virginia
$369K – – –
PWPS
1585
Pinnacle Wealth Planning Services
Ohio
$368K -$52.9K -680 -13%
CCP
1586
Clarity Capital Partners
California
$368K -$566K -7,270 -61%
SEP
1587
Southland Equity Partners
Missouri
$368K +$92.9K +1,193 +34%
SCM
1588
Semanteon Capital Management
Massachusetts
$367K +$367K +4,709 New
BOPW
1589
Brandywine Oak Private Wealth
Pennsylvania
$366K -$16K -206 -4%
TCM
1590
Twin Capital Management
Pennsylvania
$366K -$286K -3,678 -44%
ST
1591
Somerset Trust
Pennsylvania
$365K +$33.1K +425 +10%
CFA
1592
CWS Financial Advisors
Michigan
$365K +$3.5K +45 +1%
WHG
1593
Westwood Holdings Group
Texas
$364K -$17M -218,021 -98%
SIC
1594
Salem Investment Counselors
North Carolina
$362K -$166K -2,138 -31%
AB
1595
Atlas Brown
Kentucky
$361K +$86.1K +1,106 +31%
FCAS
1596
First Command Advisory Services
Texas
$361K -$100K -1,287 -22%
AF
1597
Aldebaran Financial
$361K -$26.2K -337 -7%
LC
1598
Lavaca Capital
Texas
$360K +$19.9K +255 +6%
CM
1599
Castleark Management
Illinois
$360K – – –
SCM
1600
Soros Capital Management
New York
$358K +$358K +4,604 New
62 63
64
65 66