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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 %
CCM
2026
Chilton Capital Management
Texas
$78.6K +$11.8K +152 +18%
C
2027
Covestor
United Kingdom
$78K +$20.6K +263 +36%
ACA
2028
American Capital Advisory
Idaho
$77.6K -$1.73K -18 -2%
PSB
2029
Piscataqua Savings Bank
New Hampshire
$76.7K – – –
CLOS
2030
Compagnie Lombard Odier SCmA
Switzerland
$76.3K -$37K -475 -33%
PPA
2031
Painted Porch Advisors
California
$74.1K +$74.1K +952 New
BAM
2032
Byrne Asset Management
New Jersey
$73.7K -$23.4K -295 -24%
LIA
2033
Lynx Investment Advisory
District of Columbia
$73.7K +$73.7K +946 New
CTB
2034
Country Trust Bank
Illinois
$72.9K +$24.1K +310 +50%
MAM
2035
Meeder Asset Management
Ohio
$72.3K -$169K -2,171 -70%
PWMG
2036
Private Wealth Management Group
New Jersey
$71.8K -$21.3K -274 -23%
OCM
2037
Osterweis Capital Management
California
$71.6K -$103K -1,320 -59%
TFIPS
2038
Towarzystwo Funduszy Inwestycyjnych PZU SA
$71.5K +$3.89K +50 +6%
YAL
2039
Your Advocates Ltd
Texas
$71.2K – – –
MLA
2040
MB, Levis & Associates
Pennsylvania
$70.9K +$312 +4 +0.4%
TIM
2041
Tortoise Investment Management
New York
$68.4K -$21.7K -279 -24%
WB
2042
Webster Bank
Connecticut
$68.3K -$3.89K -50 -5%
KFS
2043
Kelly Financial Services
Massachusetts
$67.6K +$25K +321 +59%
TSWM
2044
Tyler-Stone Wealth Management
Ohio
$63.7K -$6.23K -80 -9%
EWP
2045
Elevation Wealth Partners
California
$63K -$11.6K -149 -16%
PGAM
2046
Princeton Global Asset Management
New Jersey
$62.8K – – –
GJWM
2047
Gilliland Jeter Wealth Management
Arkansas
$61.2K +$61.2K +786 New
KWAG
2048
Kiely Wealth Advisory Group
North Carolina
$61K – – –
MS
2049
Mizuho Securities
Japan
$59.9K +$59.9K +770 New
GEA
2050
Glen Eagle Advisors
New Jersey
$58.8K -$3.66K -47 -6%
80 81
82
83 84