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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 %
CNBTD
2051
Citizens National Bank Trust Department
Mississippi
$58.8K – – –
TCG
2052
Transcendent Capital Group
Oklahoma
$56.6K +$1.09K +14 +2%
PCMC
2053
Planning Capital Management Corporation
Pennsylvania
$55.2K -$38.5K -495 -41%
FMP
2054
Financial Management Professionals
Texas
$55K -$17.9K -229 -25%
CTA
2055
Colonial Trust Advisors
South Carolina
$54.8K -$1.48K -19 -3%
CCMI
2056
Creative Capital Management Investments
California
$54.1K – – –
AAG
2057
Armstrong Advisory Group
Massachusetts
$54.1K +$2.34K +30 +5%
YDMI
2058
Y.D. More Investments
Israel
$54K -$509K -6,571 -90%
SCA
2059
Stuart Chaussee & Associates
California
$53.3K -$156K -2,000 -74%
DWS
2060
Dynamic Wealth Strategies
California
$53K – – –
RDFA
2061
Ritter Daniher Financial Advisory
Ohio
$52.2K -$1.71K -22 -3%
CCA
2062
Criterion Capital Advisors
Tennessee
$52K – – –
AFWM
2063
Abich Financial Wealth Management
Virginia
$50.1K – – –
BBPWM
2064
Blue Bell Private Wealth Management
Pennsylvania
$50K +$3.19K +41 +7%
OCM
2065
Orion Capital Management
California
$49.7K -$7.01K -90 -12%
FIM
2066
FWL Investment Management
Texas
$49.4K +$49.4K +635 New
RFA
2067
Register Financial Advisors
Georgia
$48.9K -$389 -5 -0.8%
AWM
2068
Abound Wealth Management
Tennessee
$48.1K -$1.64K -21 -3%
PCFFS
2069
Pacific Center for Financial Services
California
$47.6K – – –
CYG
2070
Clean Yield Group
Vermont
$47.5K – – –
FDCP
2071
Foster Dykema Cabot & Partners
Massachusetts
$46.9K -$15.9K -204 -25%
FPF
2072
First Pacific Financial
Washington
$46.9K +$5.14K +66 +12%
1IA
2073
1620 Investment Advisors
Massachusetts
$46.7K -$2.59M -33,216 -98%
TF
2074
Tompkins Financial
New York
$45.7K -$2.78M -35,724 -98%
BC
2075
Barrett & Company
Rhode Island
$45.2K -$7.79K -100 -15%
81 82
83
84 85