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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 %
SCA
2026
Stuart Chaussee & Associates
California
$245K – – –
BGAI
2027
Bruce G. Allen Investments
Colorado
$245K -$91 -1 -0%
WWP
2028
Walden Wealth Partners
Ohio
$245K – – –
RWM
2029
Rockline Wealth Management
New York
$245K -$30.8K -337 -11%
FFG
2030
Frisch Financial Group
New York
$244K -$60.2K -658 -20%
FCA
2031
FinTrust Capital Advisors
South Carolina
$244K -$33.4K -365 -12%
LGWM
2032
Litman Gregory Wealth Management
California
$244K +$244K +2,667 New
JFA
2033
JNBA Financial Advisors
Minnesota
$243K – – –
LCM
2034
Liberty Capital Management
Michigan
$243K – – –
PAMG
2035
Patton Albertson Miller Group
Tennessee
$242K -$1.83K -20 -0.7%
MMPW
2036
Mitchell McLeod Pugh & Williams
Alabama
$241K – – –
FPCP
2037
Fort Point Capital Partners
California
$241K -$20K -219 -8%
HWM
2038
Horizon Wealth Management
Illinois
$240K +$7.95K +87 +3%
CWM
2039
Centric Wealth Management
Illinois
$240K +$177 +2 +0.1%
MFWP
2040
Mosaic Family Wealth Partners
Missouri
$240K +$27.2K +298 +13%
SAM
2041
Synergy Asset Management
Washington
$239K -$4.2K -46 -2%
CA
2042
Carson Advisory
Georgia
$239K +$183 +2 +0.1%
SMWM
2043
Silvia McColl Wealth Management
California
$239K +$239K +2,776 New
FG
2044
Foster Group
Iowa
$238K -$22.8K -249 -9%
MWA
2045
Monograph Wealth Advisors
California
$238K -$128K -1,400 -35%
AWM
2046
AllSquare Wealth Management
New York
$238K – – –
WP
2047
WealthPLAN Partners
Nebraska
$237K -$21K -230 -8%
HFS
2048
Hantz Financial Services
Michigan
$237K +$10.1K +110 +4%
IAG
2049
Investment Advisory Group
Massachusetts
$237K -$18.1K -198 -7%
EWA
2050
Evolution Wealth Advisors
Florida
$236K +$236K +2,585 New
80 81
82
83 84