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Starbucks
SBUX

Overview Fund Activity

2,427 hedge funds and large institutions have $74.7B invested in Starbucks in 2024 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 1,007 increasing their positions, 993 reducing their positions, and 154 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,427
Holders Change
-18
Holders Change %
-0.74%
% of All Funds
35.18%
Holding in Top 10
33
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-21.43%
% of All Funds
0.48%
New
170
Increased
1,007
Reduced
993
Closed
154
Calls
$2.17B
Puts
$1.77B
Net Calls
+$400M
Net Calls Change
+$249M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$838M
2
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$415M
3
Flossbach Von Storch
Flossbach Von Storch
Germany
+$265M
4
Capital World Investors
Capital World Investors
California
+$258M
5
VanEck Associates
VanEck Associates
New York
+$189M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.55B
2
PIF
Public Investment Fund
Saudi Arabia
-$606M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$432M
4
AIM
Alphinity Investment Management
Australia
-$342M
5
Renaissance Technologies
Renaissance Technologies
New York
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
1951
Oxford Financial Group
Indiana
$278K -$174K -1,902 -39%
TWP
1952
Tempus Wealth Planning
California
$277K +$8.04K +88 +3%
APW
1953
Axim Planning & Wealth
Ohio
$277K – – –
EWM
1954
Endowment Wealth Management
Wisconsin
$276K +$5.3K +58 +2%
LCGC
1955
Legacy Capital Group California
California
$276K +$17.6K +193 +7%
STB
1956
S&T Bank
Pennsylvania
$276K – – –
SAI
1957
Savvy Advisors Inc
New York
$275K +$275K +3,004 New
KFI
1958
Key Financial Inc
Pennsylvania
$274K – – –
ICA
1959
Infrastructure Capital Advisors
New York
$274K +$274K +3,000 New
MHR
1960
Matthew Hamilton Rosenberg
$274K -$15.9K -174 -5%
DWM
1961
Destination Wealth Management
California
$274K +$47.7K +522 +21%
TW
1962
Traveka Wealth
California
$273K +$12.6K +138 +5%
SA
1963
Strategic Advisors
New York
$271K -$10.8K -118 -4%
GWM
1964
Gitterman Wealth Management
New Jersey
$271K -$85.5K -935 -24%
RFWA
1965
RPg Family Wealth Advisory
Massachusetts
$270K -$56.7K -620 -17%
LFA
1966
Lauterbach Financial Advisors
Texas
$270K +$69.9K +765 +35%
AR
1967
Apeiron RIA
Texas
$270K -$16.3K -178 -6%
TFF
1968
The Family Firm
Maryland
$269K +$1.37K +15 +0.5%
VCWA
1969
Vanguard Capital Wealth Advisors
Colorado
$269K -$63.6K -696 -19%
JFGIW
1970
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$268K +$94.7K +1,036 +55%
PCG
1971
Prosperity Consulting Group
Maryland
$268K +$268K +2,930 New
TW
1972
Transform Wealth
Colorado
$268K -$5.11M -55,887 -95%
WDG
1973
Wealth Dimensions Group
Ohio
$267K +$4.93K +54 +2%
SFS
1974
Summit Financial Strategies
Ohio
$267K +$267K +2,919 New
OL
1975
OneFund LLC
Florida
$267K -$9.89K -108 -4%
77 78
79
80 81