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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 %
TWP
1976
Triad Wealth Partners
Kansas
$143K +$143K +1,838 New
VC
1977
Vestor Capital
Illinois
$142K -$16.2K -208 -10%
WOC
1978
West Oak Capital
California
$141K – – –
SWM
1979
Sugarloaf Wealth Management
Georgia
$140K -$10K -129 -7%
CT
1980
Clearstead Trust
Maine
$139K – – –
CA
1981
Crewe Advisors
Utah
$134K -$41.6K -534 -24%
WWP
1982
WR Wealth Planners
Missouri
$134K -$16.7K -215 -11%
PP
1983
Pingora Partners
Wyoming
$132K -$38.9K -500 -23%
OPTFSNA
1984
Old Point Trust & Financial Services N A
Virginia
$130K – – –
AW
1985
Avion Wealth
Texas
$127K +$70.3K +905 +124%
RS
1986
Rakuten Securities
Japan
$126K +$73.2K +940 +138%
CWP
1987
Concord Wealth Partners
Virginia
$126K -$47.2K -606 -27%
SCM
1988
Silvant Capital Management
Georgia
$125K – – –
LIA
1989
Luken Investment Analytics
Tennessee
$125K – – –
CWM
1990
Compass Wealth Management
Connecticut
$124K -$8.72K -112 -7%
USB
1991
Union Savings Bank
Connecticut
$124K -$21.4K -275 -15%
HNB
1992
Hilltop National Bank
Wyoming
$123K +$91.6K +1,176 +293%
CPG
1993
Cornerstone Planning Group
New Jersey
$121K -$10.3K -139 -8%
RA
1994
Rise Advisors
New York
$120K +$701 +9 +0.6%
MA
1995
MCF Advisors
Kentucky
$119K -$68.4K -879 -37%
GFPC
1996
Global Financial Private Client
Florida
$119K -$15K -192 -11%
BIM
1997
Breakwater Investment Management
Washington
$118K – – –
VCM
1998
Versant Capital Management
Arizona
$115K -$14.3K -184 -11%
WFS
1999
Widmann Financial Services
Maryland
$104K +$104K +1,336 New
WPWM
2000
Western Pacific Wealth Management
Illinois
$103K -$46.8K -601 -31%
78 79
80
81 82