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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 %
NPA
1626
Nichols & Pratt Advisers
Massachusetts
$490K -$106K -1,165 -18%
SMH
1627
Sanders Morris Harris
Texas
$490K +$33.2K +363 +7%
RFN
1628
RDA Financial Network
Iowa
$489K -$12.8K -140 -3%
FNT
1629
First National Trust
Pennsylvania
$488K +$28.3K +310 +6%
BA
1630
Ballast Advisors
Minnesota
$485K -$28.3K -310 -6%
NCFG
1631
New Century Financial Group
New Jersey
$485K +$31.8K +348 +7%
SPWG
1632
Sage Private Wealth Group
Illinois
$485K +$62.8K +687 +15%
EWM
1633
EPG Wealth Management
Georgia
$484K +$64.7K +708 +15%
SCM
1634
Stordahl Capital Management
Colorado
$482K +$3.02K +33 +0.6%
TFGT
1635
TS Financial Group (TSFG)
Illinois
$482K -$84.6K -926 -15%
UCB
1636
United Community Bank
South Carolina
$480K -$39.8K -436 -8%
TSWM
1637
Triangle Securities Wealth Management
North Carolina
$477K +$68.5K +749 +17%
VCG
1638
Vantage Consulting Group
Virginia
$477K +$34.2K +374 +8%
CQS
1639
Credential Qtrade Securities
$477K -$4.75K -52 -1%
JIP
1640
Jaffetilchin Investment Partners
Florida
$476K -$18K -197 -4%
ANTB
1641
AMG National Trust Bank
Colorado
$475K -$72.5K -793 -13%
PWP
1642
Private Wealth Partners
California
$474K -$692K -7,575 -59%
DA
1643
Doliver Advisors
Texas
$473K -$34.7K -380 -7%
FHC
1644
First Heartland Consultants
Missouri
$472K -$1.01K -11 -0.2%
NHC
1645
Nicholas Hoffman & Company
Georgia
$472K -$98.1K -1,074 -17%
PSP
1646
Principal Street Partners
Tennessee
$472K +$11.5K +150 +2%
RZH
1647
Relyea Zuckerberg Hanson
Connecticut
$472K +$15.4K +168 +3%
JLBC
1648
J.L. Bainbridge & Co
Florida
$471K – – –
GWANC
1649
Guardian Wealth Advisors (North Carolina)
North Carolina
$471K -$13.3K -145 -3%
PJSIMP
1650
P.J. Schmidt Investment Management (PJS)
Wisconsin
$471K -$10.3K -113 -2%
64 65
66
67 68