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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 %
TWP
1601
Tempus Wealth Planning
California
$358K +$122K +1,565 +52%
GCP
1602
Gill Capital Partners
Colorado
$358K -$1.09K -14 -0.3%
TWA
1603
TCI Wealth Advisors
Arizona
$358K +$1.64K +21 +0.5%
SXL
1604
Summit X LLC
Missouri
$358K -$200K -2,594 -36%
CP
1605
Creekside Partners
California
$357K +$357K +4,592 New
NFC
1606
Northeast Financial Consultants
Connecticut
$357K +$156 +2 +0%
HCP
1607
Holt Capital Partners
Texas
$354K – – –
JGC
1608
J. Goldman & Co
New York
$354K +$354K +4,546 New
MKA
1609
M. Kulyk & Associates
Georgia
$354K -$29.4K -377 -8%
NC
1610
Napatree Capital
Rhode Island
$352K -$206K -2,652 -37%
WW
1611
Westshore Wealth
California
$352K -$18.5K -238 -5%
EA
1612
Everpar Advisors
Oklahoma
$352K +$36.7K +472 +12%
HCM
1613
Hall Capital Management
Rhode Island
$350K -$22.4K -288 -6%
VCM
1614
Viewpoint Capital Management
Washington
$350K +$11.7K +150 +3%
PCI
1615
Planning Center Inc
Illinois
$349K +$623 +8 +0.2%
FWM
1616
Forza Wealth Management
Florida
$349K – – –
SC
1617
Sapient Capital
Indiana
$348K -$8.75M -112,426 -96%
SFS
1618
Symphony Financial Services
Ohio
$348K +$348K +4,670 New
AWM
1619
Aberdeen Wealth Management
Illinois
$348K +$234 +3 +0.1%
DC
1620
DeDora Capital
California
$348K -$6.07K -78 -2%
JLBC
1621
J.L. Bainbridge & Co
Florida
$348K -$53.9K -692 -13%
DWM
1622
Dorchester Wealth Management
Quebec, Canada
$347K -$46.7K -600 -12%
CWP
1623
Core Wealth Partners
California
$346K +$34.7K +445 +11%
HCMG
1624
Howard Capital Management Group
California
$346K – – –
SEA
1625
Stegent Equity Advisors
Texas
$346K -$36.4K -468 -10%
63 64
65
66 67