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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 %
OCPWS
1901
One Charles Private Wealth Services
Massachusetts
$216K -$1.64K -21 -0.8%
PCM
1902
Prelude Capital Management
New York
$215K -$233K -2,991 -52%
IFPG
1903
Intrepid Financial Planning Group
Indiana
$215K – – –
ECU
1904
Eisler Capital (US)
New York
$214K +$214K +2,755 New
FCA
1905
Fortis Capital Advisors
Kansas
$214K +$214K +2,747 New
FIM
1906
Fernwood Investment Management
Massachusetts
$214K -$23.4K -301 -10%
CB
1907
Cadence Bank
Mississippi
$213K -$13.4K -172 -6%
MMPW
1908
Mitchell McLeod Pugh & Williams
Alabama
$213K +$7.79K +100 +4%
AWS
1909
Arkfeld Wealth Strategies
Nebraska
$212K +$212K +2,849 New
CAWM
1910
Capital Advisors Wealth Management
Washington
$212K -$3.5K -45 -2%
SCA
1911
Sage Capital Advisors
South Dakota
$212K +$12.1K +156 +6%
BHC
1912
Bowen Hanes & Co
Florida
$212K – – –
TW
1913
Traveka Wealth
California
$211K -$21.3K -273 -9%
SA
1914
Strategic Advisors
New York
$211K -$19.9K -255 -9%
VSQM
1915
V-Square Quantitative Management
Illinois
$211K -$370K -4,759 -64%
WC
1916
Waterloo Capital
Texas
$210K +$25.4K +326 +14%
THWM
1917
Taylor Hoffman Wealth Management
Virginia
$210K – – –
CPRC
1918
Consolidated Portfolio Review Corp
New York
$210K +$210K +2,701 New
OFS
1919
Orrstown Financial Services
Pennsylvania
$209K -$28.9K -371 -12%
SF
1920
Symphony Financial
Texas
$209K -$139K -1,758 -40%
BCM
1921
Boltwood Capital Management
California
$208K -$11.6K -149 -5%
JWA
1922
JFS Wealth Advisors
Pennsylvania
$208K -$5.45K -70 -3%
JFA
1923
JNBA Financial Advisors
Minnesota
$207K – – –
LCM
1924
Liberty Capital Management
Michigan
$207K – – –
LA
1925
LVW Advisors
New York
$206K +$12.9K +166 +7%
75 76
77
78 79