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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 %
FIM
1826
Freedom Investment Management
Connecticut
$246K -$59.9K -769 -20%
CFD
1827
Creative Financial Designs
Indiana
$246K +$98.4K +1,264 +67%
HI
1828
Human Investing
Oregon
$246K -$47.3K -608 -16%
KFI
1829
Key Financial Inc
Pennsylvania
$245K +$11.7K +150 +5%
ITIM
1830
Indiana Trust & Investment Management
Indiana
$245K – – –
QL
1831
Quarry LP
New York
$245K +$137K +1,764 +128%
CWM
1832
Centric Wealth Management
Illinois
$245K +$43.8K +592 +22%
WA
1833
Wambolt & Associates
Colorado
$245K -$17.7K -229 -7%
PSIWM
1834
Paradigm Strategies in Wealth Management
Minnesota
$244K – – –
SGK
1835
Steigerwald Gordon & Koch
Virginia
$244K -$16K -205 -6%
SHFA
1836
SC&H Financial Advisors
Maryland
$243K -$1.64K -21 -0.7%
SQA
1837
Simon Quick Advisors
New Jersey
$242K -$19.5K -251 -7%
REMPR
1838
Roof Eidam Maycock Peralta (REMP)
California
$242K – – –
B
1839
BetterWealth
California
$242K – – –
RTC
1840
Riverview Trust Company
Washington
$241K -$3.11K -40 -1%
CNBT
1841
Canandaigua National Bank & Trust
New York
$240K +$3.43K +44 +1%
PA
1842
PSI Advisors
Florida
$240K +$75.3K +967 +46%
TW
1843
TrinityPoint Wealth
Connecticut
$239K +$29.1K +374 +14%
HCA
1844
Horan Capital Advisors
Ohio
$238K – – –
AWM
1845
Angeles Wealth Management
California
$238K -$47.9K -615 -17%
SFG
1846
SevenBridge Financial Group
Pennsylvania
$237K +$237K +3,151 New
MFT
1847
Moisand Fitzgerald Tamayo
Florida
$237K – – –
EFG
1848
Everhart Financial Group
Ohio
$236K -$82.8K -1,063 -26%
PNC
1849
Park National Corp
Ohio
$234K -$5.68K -73 -2%
AWM
1850
Aprio Wealth Management
Georgia
$234K +$234K +3,009 New
72 73
74
75 76