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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 %
SWA
1876
ShankerValleau Wealth Advisors
Illinois
$224K – – –
CT
1877
Colonial Trust
South Carolina
$224K -$54.8K -704 -20%
SPWM
1878
Schrum Private Wealth Management
Florida
$223K – – –
AT
1879
Avalon Trust
New Mexico
$223K -$27.7K -356 -11%
HWAM
1880
Hennion & Walsh Asset Management
New Jersey
$222K +$222K +2,857 New
FA
1881
Fermata Advisors
California
$222K -$76.3K -980 -26%
APG
1882
Abacus Planning Group
South Carolina
$221K +$221K +2,839 New
SW
1883
StrongBox Wealth
Missouri
$221K +$7.4K +95 +3%
MC
1884
Machina Capital
France
$220K -$295K -3,786 -57%
PWA
1885
Physician Wealth Advisors
Utah
$220K -$906 -12 -0.4%
KB
1886
Kimelman & Baird
New York
$219K +$219K +2,816 New
JA
1887
JVL Associates
Michigan
$219K -$36.1K -464 -14%
BCP
1888
Blue Chip Partners
Michigan
$219K -$5.84K -75 -3%
EA
1889
Emerald Advisors
Washington
$218K -$77.2K -992 -26%
FG
1890
Foster Group
Iowa
$218K +$15.5K +199 +8%
CA
1891
Cullinan Associates
Kentucky
$218K -$11.6M -148,513 -98%
WWP
1892
Walden Wealth Partners
Ohio
$218K – – –
CPWA
1893
Cerro Pacific Wealth Advisors
California
$218K +$218K +2,796 New
PCMC
1894
Private Capital Management (Colorado)
Colorado
$217K -$66.6K -856 -23%
PMFA
1895
Plante Moran Financial Advisors
Michigan
$217K +$81K +1,041 +59%
EB
1896
Eastern Bank
Massachusetts
$217K -$2.8K -36 -1%
AM
1897
Atwater Malick
Pennsylvania
$217K – – –
FA
1898
Fountainhead AM
New Jersey
$216K +$216K +2,780 New
SIC
1899
Sigma Investment Counselors
Michigan
$216K -$1.71K -22 -0.8%
JAG
1900
Journey Advisory Group
Kentucky
$216K -$20.7K -266 -9%
74 75
76
77 78