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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 %
MCP
1976
Mirador Capital Partners
California
$267K +$18.3K +200 +7%
SSW
1977
Smith Shellnut Wilson
Mississippi
$266K – – –
CB
1978
Cadence Bank
Mississippi
$266K -$97.1K -1,063 -27%
CMA
1979
Cedar Mountain Advisors
Oregon
$266K +$1.19K +13 +0.4%
RCWM
1980
Royal Capital Wealth Management
Indiana
$265K – – –
FBB
1981
Fulton Breakefield Broenniman
Maryland
$265K +$4.66K +51 +2%
BCP
1982
Blue Chip Partners
Michigan
$264K -$64.4K -705 -20%
SWA
1983
ShankerValleau Wealth Advisors
Illinois
$263K – – –
BW
1984
BIP Wealth
Georgia
$263K -$3.2K -35 -1%
MWA
1985
Martel Wealth Advisors
Washington
$262K -$914 -10 -0.3%
SPWM
1986
Schrum Private Wealth Management
Florida
$262K -$2.01K -22 -0.8%
TWM
1987
Tradition Wealth Management
Minnesota
$260K +$823 +9 +0.3%
WCWM
1988
Willow Creek Wealth Management
California
$260K -$43K -470 -14%
FBFS
1989
First Business Financial Services
Wisconsin
$259K – – –
PCA
1990
Pallas Capital Advisors
Massachusetts
$259K +$259K +2,834 New
CA
1991
Cornerstone Advisory
Maryland
$259K -$13.6K -149 -5%
BCM
1992
Boltwood Capital Management
California
$258K – – –
EB
1993
Eastern Bank
Massachusetts
$258K – – –
TFA
1994
Tranquilli Financial Advisor
New Jersey
$258K +$258K +2,822 New
LWL
1995
Leo Wealth LLC
Texas
$257K +$25.9K +283 +11%
NRC
1996
New Republic Capital
North Carolina
$257K -$108K -1,187 -30%
ES
1997
Eagle Strategies
New York
$257K +$257K +2,810 New
PPWM
1998
Paragon Private Wealth Management
Kentucky
$257K +$41.9K +458 +19%
G
1999
GenTrust
Florida
$256K – – –
SIC
2000
Sigma Investment Counselors
Michigan
$256K -$76.2K -834 -23%
78 79
80
81 82