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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 %
WPP
1751
Whalerock Point Partners
Rhode Island
$280K +$4.67K +60 +2%
GCP
1752
GSA Capital Partners
United Kingdom
$280K +$280K +3,603 New
NWM
1753
Northcape Wealth Management
New York
$280K -$11.7K -150 -4%
HH
1754
Hilltop Holdings
Texas
$279K -$3.5K -45 -1%
CIA
1755
Cladis Investment Advisory
Montana
$279K +$19.5K +251 +8%
TFF
1756
The Family Firm
Maryland
$278K +$49.2K +632 +21%
WEG
1757
World Equity Group
Illinois
$277K -$269K -3,461 -49%
WAOI
1758
Wealth Advisors of Iowa
Iowa
$277K -$3.11K -40 -1%
DWM
1759
Diversify Wealth Management
Utah
$277K +$277K +3,744 New
SL
1760
Sentry LLC
Tennessee
$277K – – –
A
1761
Allianz
Germany
$276K – – –
JAFL
1762
Jay A. Fishman Ltd
Michigan
$276K -$265K -3,400 -49%
LCM
1763
LCM Capital Management
Illinois
$275K +$5.61K +72 +2%
DA
1764
Dover Advisors
Virginia
$274K +$23K +296 +9%
MPW
1765
Monterey Private Wealth
California
$274K +$32.9K +423 +14%
AWP
1766
Ascent Wealth Partners
New York
$274K -$2.53M -32,480 -90%
LWM
1767
LongView Wealth Management
Georgia
$274K -$49.2K -632 -15%
APW
1768
Axim Planning & Wealth
Ohio
$273K +$37.5K +482 +16%
WIA
1769
World Investment Advisors
California
$272K +$272K +3,493 New
RWA
1770
Redhawk Wealth Advisors
Minnesota
$272K +$18K +231 +7%
BCA
1771
Bay Colony Advisors
Massachusetts
$271K -$42K -539 -13%
TWM
1772
Tanager Wealth Management
United Kingdom
$271K +$6.23K +80 +2%
DOA
1773
D'Orazio & Associates
Virginia
$269K -$63.6K -817 -19%
OFG
1774
Omega Financial Group
California
$269K -$3.19K -41 -1%
OKSA
1775
O'Keefe Stevens Advisory
New York
$269K +$88.1K +1,132 +49%
69 70
71
72 73