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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 %
CAP
1626
Columbia Advisory Partners
Washington
$346K -$44K -565 -11%
DWM
1627
Dechtman Wealth Management
Colorado
$345K +$2.49K +32 +0.7%
PFP
1628
Paragon Financial Partners
California
$344K +$78 +1 +0%
NED
1629
Nancy E. Dempze
$343K +$343K +4,410 New
AIM
1630
Acropolis Investment Management
Missouri
$343K +$4.52K +58 +1%
ECM
1631
Ensemble Capital Management
California
$342K -$195K -2,500 -36%
VBCG
1632
Valley Brook Capital Group
Pennsylvania
$341K -$7.79K -100 -2%
ANTB
1633
AMG National Trust Bank
Colorado
$341K -$63.6K -817 -16%
FNWA
1634
Financial Network Wealth Advisors
Utah
$339K +$934 +12 +0.3%
NCMW
1635
Northern Capital Management (Washington)
Washington
$339K – – –
RFN
1636
RDA Financial Network
Iowa
$337K -$79.3K -1,018 -19%
BA
1637
Ballast Advisors
Minnesota
$336K -$77K -989 -19%
BO
1638
Bank OZK
Arkansas
$336K -$1.09K -14 -0.3%
NPF
1639
Norris Perne & French
Michigan
$336K +$4.91K +63 +1%
BIM
1640
Bridges Investment Management
Nebraska
$336K +$58.2K +747 +21%
AIA
1641
Alera Investment Advisors
Illinois
$335K -$140K -1,798 -29%
RZH
1642
Relyea Zuckerberg Hanson
Connecticut
$335K -$67K -860 -17%
PCH
1643
PGIM Custom Harvest
New Jersey
$334K +$334K +4,292 New
CL
1644
CIM LLC
New York
$334K – – –
MWM
1645
Marion Wealth Management
Pennsylvania
$333K -$13.6K -175 -4%
NSAM
1646
North Star Asset Management
Wisconsin
$333K -$1.09K -14 -0.3%
LCGC
1647
Legacy Capital Group California
California
$332K +$96.8K +1,244 +41%
NME
1648
Notis-McConarty Edward
$332K -$45.5K -585 -12%
FWA
1649
FSM Wealth Advisors
Ohio
$331K -$5.22K -67 -2%
FWTB
1650
First Western Trust Bank
Colorado
$331K -$19.5K -250 -6%
64 65
66
67 68